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Excel tutorials on the docs #5956

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12 changes: 12 additions & 0 deletions website/content/excel/getting-started/basics.md
Original file line number Diff line number Diff line change
Expand Up @@ -41,3 +41,15 @@ Examples:
:::tip
If you want to skip a parameter use semi-colon (or comma depending on your number separator) without any value. In example iii. we are skipping the first parameter (symbol).
:::

## Advanced

<div style={{display: 'flex', justifyContent: 'center'}}>
<iframe
style={{width: '800px', height: '450px', display: 'block', margin: '0 auto'}}
src="https://www.youtube.com/embed/mk-NDjH8CDE?si=oL1Iqh1yJc24dh-K"
title="YouTube video player"
frameBorder="0"
allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share"
/>
</div>
12 changes: 10 additions & 2 deletions website/content/excel/getting-started/installation.md
Original file line number Diff line number Diff line change
Expand Up @@ -12,10 +12,18 @@ keywords:
- The OpenBB Excel Add-in is available on the following platforms: Windows (Microsoft 365), Mac (Microsoft 365), Excel on the web.
- Access to the OpenBB Terminal Pro. If you don't have access you can sign up for the waitlist [here](https://my.openbb.co/app/pro).

---

## Installation

<div style={{display: 'flex', justifyContent: 'center'}}>
<iframe
style={{width: '800px', height: '450px', display: 'block', margin: '0 auto'}}
src="https://www.youtube.com/embed/Rn3M36H_6Cw?si=6PdxyssA21461hUr)"
title="YouTube video player"
frameBorder="0"
allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share"
/>
</div>

The OpenBB Excel Add-in is available on the [Microsoft AppSource](https://appsource.microsoft.com/pt-pt/product/office/wa200006381?tab=overview). It can be installed by an administrator or by individual users.

### Individual user
Expand Down
14 changes: 13 additions & 1 deletion website/content/excel/getting-started/templates.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -14,7 +14,7 @@ OpenBB Excel Add-In offered by OpenBB. These templates are designed to help you

These can be downloaded in the [OpenBB Hub](https://my.openbb.co).

<div className="flex-grow flex items-center justify-center mt-5">
<div className="flex-grow flex items-center justify-center my-5">
<a href="https://my.openbb.co/app/excel">
<button
className="bg-grey-200 hover:bg-grey-400 dark:bg-[#303038] dark:hover:bg-grey-600 text-grey-900 dark:text-grey-200 text-sm font-medium py-2 px-4 rounded"
Expand All @@ -24,6 +24,18 @@ These can be downloaded in the [OpenBB Hub](https://my.openbb.co).
</a>
</div>

<div style={{display: 'flex', justifyContent: 'center'}}>
<iframe
style={{width: '800px', height: '450px', display: 'block', margin: '0 auto'}}
src="https://www.youtube.com/embed/5ym4tHhBvck?si=JhlCKRzRDTTCWueU"
title="YouTube video player"
frameBorder="0"
allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share"
/>
</div>

## OpenBB Excel templates

![Excel Template 1](https://github.com/OpenBB-finance/OpenBBTerminal/assets/25267873/d857d8ff-58d8-4037-a368-301a9b4178cc)

![Excel Template 2](https://github.com/OpenBB-finance/OpenBBTerminal/assets/25267873/5f45f38d-19bc-48ae-bf2a-caae3b270d84)
4 changes: 2 additions & 2 deletions website/content/excel/reference/_category_.json
Original file line number Diff line number Diff line change
@@ -1,4 +1,4 @@
{
"label": "Reference",
"position": 5
}
"position": 3
}
4 changes: 4 additions & 0 deletions website/content/pro/tutorials/_category_.json
Original file line number Diff line number Diff line change
@@ -0,0 +1,4 @@
{
"label": "Tutorials",
"position": 10
}
Original file line number Diff line number Diff line change
@@ -1,16 +1,17 @@
---
title: Workflows
title: Tutorials
sidebar_position: 0
description: Learn about common workflows that you can do with the OpenBB Terminal Pro.
keywords:
- workflows
- AI
- Chart
- Tutorials
---

import HeadTitle from '@site/src/components/General/HeadTitle.tsx';

<HeadTitle title="Workflows | OpenBB Terminal Pro Docs" />
<HeadTitle title="Tutorials | OpenBB Terminal Pro Docs" />

import NewReferenceCard from "@site/src/components/General/NewReferenceCard";

Expand All @@ -19,37 +20,37 @@ import NewReferenceCard from "@site/src/components/General/NewReferenceCard";
<NewReferenceCard
title="Layouts and Watchlist"
description="In this workflow you will create a new dashboard from the analyst template, add a new ticker to the Watchlist and then change the selection to the newly added ticker."
url="/pro/workflows/layouts-watchlist"
url="/pro/tutorials/layouts-watchlist"
/>

<NewReferenceCard
title="Create a custom report"
description="In this guide, learn how to create a custom report using OpenBB Terminal Pro, including creating a new dashboard, adding widgets, creating a group, and exporting to PDF."
url="/pro/workflows/report"
url="/pro/tutorials/report"
/>

<NewReferenceCard
title="Leverage AI"
description="This workflow is about leveraging AI to enhance your workflow. You will chat with a News article and ask it to summarize the main points, use OpenBB copilot to change the theme from light to dark or vice versa, and chat with the Earning Transcript to compare a company’s performance with the last quarter."
url="/pro/workflows/ai"
url="/pro/tutorials/ai"
/>

<NewReferenceCard
title="Charts from raw data"
description="In this guide, learn how to build your own charts from raw data using OpenBB Terminal Pro. You will create a chart to visualize the EBITDA ratio trends over the past 5 years using the Income Statement widget, update the Chart title, and download the Chart to PNG."
url="/pro/workflows/data-to-charts"
url="/pro/tutorials/data-to-charts"
/>

<NewReferenceCard
title="Overlay time series"
description="This workflow involves overlaying time series from multiple asset classes. You will plot the price performance of the S&P 500 together with your favorite stock, overlay the Financials (Revenue / EBITDA / Net Income) of your favorite stock with its price, and overlay the GDP growth rate with the Unemployment rate of the US."
url="/pro/workflows/overlay"
url="/pro/tutorials/overlay"
/>

<NewReferenceCard
title="Bring your own data"
description="This guide provides detailed instructions on how to import your own data into Terminal Pro using various methods. This allows for greater flexibility and customization in data analysis."
url="/pro/workflows/bring-data"
url="/pro/tutorials/bring-data"
/>

</ul>
4 changes: 0 additions & 4 deletions website/content/pro/workflows/_category_.json

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