> ## 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.

# Excel Add-In Guide

> Credit Benchmark Excel Add-In access for consensus credit risk data.

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

## Writing a CB.DATA Function

The add-in introduces a single Excel function: `=CB.DATA()`.

```
=CB.DATA(Field, Filters, Sort, Group, Rank, DateRank)
```

Most queries only need the first two parameters - **Field** and **Filter**. The rest are optional.

| 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               |

For a full function reference, download the User Guide from the Template Library (**Welcome > Template Library > User Guide Download**).

## 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](mailto:support@creditbenchmark.com).

## Support

* [Installation Guide](/delivery-channels/excel-add-in/installation-guide) - install from Microsoft Marketplace
* [Microsoft Marketplace listing](https://marketplace.microsoft.com/en-us/product/WA200010605) - open the latest add-in page
* [support@creditbenchmark.com](mailto:support@creditbenchmark.com) - direct support