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The Excel Add-In gives you direct access to CB consensus credit risk estimates and analytics inside Excel. You can pull data three ways:
  • Writing a =CB.DATA() function from scratch
  • Using the Query Builder
  • Downloading a pre-built template from the Template Library

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Writing a CB.DATA Function

The add-in introduces a single Excel function: =CB.DATA().
Most queries only need the first two parameters - Field and Filter. The rest are optional. For a full function reference, download the User Guide from the Template Library (Welcome > Template Library > User Guide Download).

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Query Builder

The Query Builder lets you build CB data queries without writing a formula directly.
  • Choose a data source - Client (your internal data), Entity Level (CB quorate or all), or Aggregate
  • Select fields - credit risk metrics, reference identifiers, and more
  • Apply filters - restrict results to entities or criteria you care about

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Template Library

Download pre-built Excel files built on the =CB.DATA() function, including a comprehensive user guide. CB can also help build custom templates - contact support@creditbenchmark.com.

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Support

Last modified on May 8, 2026