DataSetIQ Excel Add-in

Professional Excel add-in for economic and financial data from 15+ global sources.

📊 Features

Custom Functions

• DSIQ(seriesId, [freq], [start]) – Full time-series array with headers (newest-first)
• DSIQ_LATEST(seriesId) – Most recent value only
• DSIQ_VALUE(seriesId, date) – Value on or before specified date
• DSIQ_YOY(seriesId) – Year-over-year growth rate
• DSIQ_META(seriesId, field) – Metadata (title, units, frequency, etc.)

Premium Features 🔓

Formula Builder Wizard (🔧 Builder tab)

• Step-by-step formula creation with guided inputs
• Supports all DSIQ function types
• Preview before inserting into cells

Templates System (📁 Templates tab)

• Scan current workbook for DSIQ formulas
• Save formula collections as reusable templates
• Load templates into new workbooks instantly
• Manage saved templates (view, load, delete)

Multi-Series Insert (Search tab)

• Select multiple series with checkboxes
• Bulk insert with single click
• Saves time on repetitive data pulls

Enhanced Search (🔍 Search tab)

• Search across 15 data providers
• Browse by source (FRED, BLS, IMF, OECD, etc.)
• Favorites and Recent tracking
• Live data preview with metadata
• On-demand ingestion for metadata-only datasets

Data Sources (15 Providers)

• FRED – Federal Reserve Economic Data
• BLS – Bureau of Labor Statistics
• BEA – Bureau of Economic Analysis
• Census – US Census Bureau
• EIA – Energy Information Administration
• IMF – International Monetary Fund
• OECD – Organisation for Economic Co-operation
• World Bank – Global development data
• ECB – European Central Bank
• Eurostat – European statistics
• BOE – Bank of England
• ONS – UK Office for National Statistics
• StatCan – Statistics Canada
• RBA – Reserve Bank of Australia
• BOJ – Bank of Japan

🆓 Free vs 💎 Paid Plans

Feature	Free (No API Key)	Paid (Valid API Key)
Custom Functions	✅ All functions	✅ All functions
Observation Limit	100 most recent	1,000 most recent
Search & Insert	✅ Basic search	✅ Enhanced search
Data Preview	✅ Available	✅ Available
Formula Builder	❌ Locked	✅ Unlocked
Templates	❌ Locked	✅ Unlocked
Multi-Insert	❌ Not available	✅ Checkboxes visible
Favorites/Recent	✅ Available	✅ Available
Browse by Source	✅ Available	✅ Available

Upgrade Message: When data is truncated at 100 observations, users see:

⚠️ Data limited to 100 most recent observations. Upgrade to a paid plan at datasetiq.com/pricing for up to 1,000 observations per series.

🚀 Getting Started

Installation

1. Download the add-in from Microsoft AppSource or sideload via manifest.xml
2. Open Excel → Insert → My Add-ins → DataSetIQ
3. Taskpane opens on the right side

Connecting Your Account

1. Visit datasetiq.com/dashboard/api-keys
2. Create an API key (free or paid plan)
3. In Excel taskpane, enter your API key and click "Save"
4. Status shows: ✅ Connected - Premium features unlocked

Using Custom Functions

Basic Usage:

=DSIQ("FRED-GDP")
// Returns full GDP time-series with Date/Value headers

=DSIQ_LATEST("BLS-CPI")
// Returns latest CPI value

=DSIQ_VALUE("IMF-NGDP", "2023-12-31")
// Returns GDP value on or before Dec 31, 2023

=DSIQ_YOY("FRED-UNRATE")
// Returns year-over-year change in unemployment rate

Advanced Options:

=DSIQ("FRED-GDP", "quarterly", "2020-01-01")
// GDP data, quarterly frequency, from 2020 onwards

=DSIQ_META("FRED-GDP", "title")
// Returns metadata field (title, units, frequency, updated, source)

📖 User Guides

Formula Builder Wizard

Step 1: Choose Function

• Select from DSIQ, DSIQ_LATEST, DSIQ_VALUE, or DSIQ_YOY
• Each function has different parameters

Step 2: Enter Series ID

• Enter the series identifier (e.g., "FRED-GDP")
• Use Search tab to find series IDs

Step 3: Configure Options (DSIQ and DSIQ_VALUE only)

• Frequency: Optional (e.g., "quarterly", "monthly")
• Start Date: Optional (e.g., "2020-01-01")

Step 4: Insert

• Click "Insert Formula" to place in active cell
• Formula appears in cell and updates automatically

Templates Guide

Creating a Template:

1. Build your workbook with DSIQ formulas
2. Click 🔧 Builder tab → Templates sub-tab
3. Click "🔍 Scan Current Sheet"
4. Review found formulas (count shown)
5. Enter template name (e.g., "Q4 Report")
6. Click "💾 Save Template"

Loading a Template:

1. Open new workbook or sheet
2. Navigate to Templates tab
3. Find saved template in list
4. Click "📥 Load" button
5. All formulas inserted at original cell positions

Managing Templates:

• View: See all saved templates with formula count
• Load: Insert template into active sheet
• Delete: Remove template (🗑️ button)

Multi-Series Insert

Selecting Series:

1. Search for series in Search tab
2. Check boxes appear next to results (paid users only)
3. Select multiple series by clicking checkboxes
4. Counter updates: "Insert X Series" button appears

Bulk Insert:

1. Select active cell where you want first series
2. Click "Insert X Series" button
3. Series inserted vertically (one per row)
4. Uses DSIQ_LATEST function by default

🛠 Technical Details

Architecture

• SharedRuntime + CustomFunctionsRuntime 1.3 for performance
• API key stored in OfficeRuntime.storage (10MB capacity, persists across sessions)
• LocalStorage fallback for browser testing
• Deterministic async resolution for reliable cell updates
• Single retry with exponential backoff for 429/5xx errors
• Respects Retry-After headers from API

Error Handling

• No API Key: "Please open DataSetIQ sidebar to connect."
• Invalid Key: "Invalid API Key. Reconnect at datasetiq.com/dashboard/api-keys"
• Rate Limited: "Rate limited. Please retry shortly."
• Free Limit: "Free plan limit reached. Upgrade at datasetiq.com/pricing"
• Server Error: "Server unavailable. Please retry."

Date Normalization

• All dates normalized to UTC YYYY-MM-DD format
• Handles MM/DD/YYYY, DD/MM/YYYY, ISO 8601, timestamps
• Frequency and start date parameters also normalized

Scripts

• npm run start – Vite dev server for taskpane.
• npm run build:functions – bundle custom functions to dist/functions.js.
• npm run build:copy – copy functions.html and functions.json to dist/.
• npm run build:taskpane – build React taskpane to dist/taskpane.
• npm run build – all of the above.
• npm run lint / npm run typecheck / npm run test / npm run format.

Structure

• src/functions – custom functions runtime + metadata and host page.
• src/taskpane – React UI (App.tsx) + styles.
• src/shared – shared fetch/error/date helpers and storage wrapper.
• dist/ – publishable bundle (functions.js/html/json, taskpane/).

Manifest

• manifest.xml declares SharedRuntime 1.1 and CustomFunctionsRuntime 1.3, points to hosted assets at https://plugins.datasetiq.com/.
• Update icon URLs and ids as needed before submission. Validate with office-addin-manifest validate manifest.xml.

Entitlement QA (manual)

• Anonymous: returns limited data (no key) or shows connect prompt if storage unsupported.
• Invalid key: cell error “Invalid API Key. Please reconnect.”
• Free limit: server-enforced truncation.
• Quota exceeded: cell error “Daily Quota Exceeded.” and sidebar upgrade CTA.
• Shared file: API key not persisted in workbook; each user connects separately.