The ExcelTools’ Charts interface allows you to insert a snapshot quote table for one or more symbols, and Excel will then translate the data as a graphical chart in your spreadsheet. You can select from numerous time series (intraday, daily, weekly, monthyl, quarterly, yearly, or seasonal) and also from numerous chart types (open, high, low close, midpoint, volume, candlestick, and bar chart).

When you initiate a Chart query, Excel displays a tabular representation of the data for the contracts you've identified, with the chart above the table. Data is displayed in the table corresponding to the chart type you've selected. Since this is a snapshot (static data), new data is not automatically pulled and displayed on the chart or the table.

The Process of Performing a Chart Query

The process of adding a Chart to your Excel spreadsheet is simple: specify the desired symbol or symbols, select the time series and the chart type.

The general process is listed here:

1. Initiate a Charts query by clicking the Chart icon.
2. Select symbol or symbols to display.
   1. If you know the specific symbol, enter it directly.
   2. If you don't know the specific symbol, use the Search or Symbol Tree to find it.
3. Identify the time series.
4. Identify the chart type.
4. Optionally choose additional display settings (moving average or the data table preferences).
6. Save the query to insert the chart and supporting quoteboard in your spreadsheet.