Dynamic Excel Export

Optuma Forums Feature Requests Dynamic Excel Export

This topic contains 2 replies, has 3 voices, and was last updated by Darren Darren 3 months, 3 weeks ago.

Viewing 3 posts - 1 through 3 (of 3 total)
  • Author
  • #53807
    • Topics: 3
    • Replies: 1
    • Posts: 4

    Is there a way that we can export a Watchlist and its content into Excel, and have it update the Excel file automatically with Optuma’s results?  For instance, let’s say we have fundamental data within an Optuma Watchlist and we’d like to export on a daily basis the data from Optuma to Excel automatically, without having to create a new Excel file every time.  This way, whatever spreadsheet we’ve created in Excel can have the updated fundamental data and be able to use it.  Thanks.

    • Topics: 4
    • Replies: 190
    • Posts: 194


    We do not have the ability to update the data of the same Excel file each day without overwriting changes you’ve made.

    The closest you could do requires the publishing module.  You could setup a command line code that exports the data from a Watchlist each day (using Windows Scheduler) into an Excel format.

    You could output to the same path and file name each day but it would replace any changes you made or added to the file.


    • Topics: 42
    • Replies: 288
    • Posts: 330

    Hi Fabien,

    We’ve come up with a workaround for maintaining the Excel link. See the video here:

    Dynamic Excel Link

Viewing 3 posts - 1 through 3 (of 3 total)

You must be logged in to reply to this topic.

Pin It on Pinterest

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.