The Excel Add-In gives you direct access to CB consensus credit risk estimates and analytics inside Excel. You can pull data three ways:Documentation Index
Fetch the complete documentation index at: https://docs.creditbenchmark.com/llms.txt
Use this file to discover all available pages before exploring further.
- Writing a
=CB.DATA()function from scratch - Using the Query Builder
- Downloading a pre-built template from the Template Library
Writing a CB.DATA Function
The add-in introduces a single Excel function:=CB.DATA().
| Parameter | Required | Description |
|---|---|---|
| Field | Yes | Data field to return - short name (e.g. CB_ID) or full path (e.g. CB.CBQuorate.CBID) |
| Filter | Yes | Rules specifying what data to return - a specific entity or broader list |
| Sort | No | Order of results (e.g. CB_Notch asc) |
| Grouping | No | For aggregate data only - how to group results (e.g. by country or sector) |
| Rank | No | Rank order required (e.g. 1 for first result) |
| DateRank | No | Relative date: 0 = latest, 1 = previous month, etc. Defaults to latest |
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
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.
Support
- Installation Guide - install from Microsoft Marketplace
- Microsoft Marketplace listing - open the latest add-in page
- support@creditbenchmark.com - direct support