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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 =CBM function from scratch
  • Using the Query Builder
  • Downloading a pre-built template from the Template Library

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Writing a CBM Function

The add-in introduces a single Excel function: =CBM. 
=CBM(Field, Filters, Sort, Group, Rank, DateRank)
Most queries only need the first two parameters — Field and Filter. The rest are optional.
ParameterRequiredDescription
FieldYesData field to return — short name (e.g. CB_ID) or full path (e.g. CB.CBQuorate.CBID)
FilterYesRules specifying what data to return — a specific entity or broader list
SortNoOrder of results (e.g. CB_Notch asc)
GroupingNoFor aggregate data only — how to group results (e.g. by country or sector)
RankNoRank order required (e.g. 1 for first result)
DateRankNoRelative 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).

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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 =CBM function, including a comprehensive user guide. CB can also help build custom templates — contact support@creditbenchmark.com.

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Support