Home >Documents >Platts Excel In user guide · PDF file4 Platts™ Excel® Add-In User Guide ... (email...

Platts Excel In user guide · PDF file4 Platts™ Excel® Add-In User Guide ... (email...

Date post:07-Mar-2018
Category:
View:222 times
Download:6 times
Share this document with a friend
Transcript:
  • www.platts.comPlatts Excel Add-In user guideMarch 2017

  • Platts Excel Add-In User Guide 3

    IntroductionThe intuitive Platts Excel Add-In functionality gives our clients the ability to easily retrieve and manage Platts Assessment Data and Platts eWindow Market Data.

    This document provides users with a simple step-by-step guide to using the Platts Excel Add-In.

  • 4 Platts Excel Add-In User Guide

    ContentsRibbon bar ................................................................................................................................ 5Signing in .................................................................................................................................. 6First time user login scenario .................................................................................................. 7Session management .............................................................................................................. 8Forgot password ...................................................................................................................... 9Home button........................................................................................................................... 10Query Builder.......................................................................................................................... 11Search, results and creating the function ............................................................................ 11Query Builder for Platts Assessment Data ........................................................................... 11Query Builder for Platts eWindow Market Data ................................................................... 14Templates ............................................................................................................................... 17Platts Assessment Data templates ...................................................................................... 17General rules ........................................................................................................................... 17Search...................................................................................................................................... 17Real time template ................................................................................................................. 18Historical template ................................................................................................................. 19Reference Data template ....................................................................................................... 20Charts template ...................................................................................................................... 21Platts eWindow Market Data templates............................................................................... 22Partials Report ........................................................................................................................ 22Positon Report ........................................................................................................................ 22Price Report ............................................................................................................................ 22Trade Report by Hub ............................................................................................................... 22Volume Report by Market ...................................................................................................... 22Streaming Template ............................................................................................................... 22Watch Lists ............................................................................................................................. 23General options ...................................................................................................................... 23Creating a new Watch List ..................................................................................................... 23Managing Watch Lists ............................................................................................................ 23Editing a Watch List ................................................................................................................ 24Platts Excel Add-In functions ........................................................................................ 25Platts Assessment Data functions ....................................................................................... 25Platts eWindow Market Data functions ................................................................................ 32Glossary .................................................................................................................................. 37Platts Assessment Data terminology ................................................................................... 37

  • Platts Excel Add-In User Guide 5

    Ribbon barThe Ribbon bar includes the following icons:

    Access Home

    Connections

    Data

    RefreshRefresh active sheet

    Refresh workbook

    Query Builder

    Watch List

    Templates Templates

    Profile and Settings

    Sign in

    Settings

    MethodologyRedirection to www.platts.com/methodology-references

    FeedbackSend your feedback to the Platts Excel Add-In Product team

    About Us

  • 6 Platts Excel Add-In User Guide

    Signing in

    Valid credentials are Email ID and password

    If the Platts Excel Add-In does not recognize the log in credentials, please make sure you have entered the correct email address and a case-sensitive password.

    If you have forgotten your password, please reset it using the Forgot password? link on the sign in window.

    Password rules

    Your password must be at least eight characters long, no longer than 25 characters, contain at least one lowercase letter, one uppercase letter, one number and no spaces. It should not contain the word "password". It should not be one of your last five passwords.

  • Platts Excel Add-In User Guide 7

    First time user login scenario When a new user is identified by the Platts Excel Add-In team, they will receive a welcome email with links to download the Add-In and set a password.

    User Email ID is the unique key required to identify a user

    The following message will be displayed in the welcome email:

    Thank you for choosing to use Platts Excel Add-In.

    Direct access Platts Excel Add-In is the fastest and easiest way to access and interpret our energy, petrochemicals, metals, shipping and agriculture data. Now, youll begin and end every working day with exactly the data you are looking for - receiving it as soon as its published so you can integrate it straight into your models.

    Getting started You can download the Platts Excel Add-In here.

    Your user name is ##USER_EMAIL## and you can set up your own password by clicking on this link:

    ##PASSWORD_RESET_LINK##.

    Making the most of your access To help you make the most of your access contact us for a custom training session. Our dedicated Customer Services team is also available to help you with any queries, simply call them on +1-800-PLATTS-8 / 08007528878 or email [email protected]

    Kind regards,

    Tristan Ranger

    Director, Product Development

    S&P Global Platts

  • 8 Platts Excel Add-In User Guide

    Session managementThe user session will be active for 30 days, after which the user will get a pop up message saying Your session has been terminated, and the user will have to re-login to continue.

    Users can log in from multiple locations with the same valid credentials.

    User credentials cannot be shared between users.

    When a user has a session in progress, and another session is initiated with the same log in credentials from a different location, the first session which was in progress will be terminated with a pop up message:

    Your session has been terminated.

  • Platts Excel Add-In User Guide 9

    Forgot passwordWhen you click on the Forgot password? link on the sign in window, you will be redirected to a web page (https://id.spglobal.com/SP/idm/idmlogin/public/resetPassword.do) wherein the valid user Email ID (email address with Platts Excel Add-In access) has to be entered. The password reset link will then be sent to the users email address.

    If you are experiencing difficulty in resetting your password, please contact Platts on [email protected]

    https://id.spglobal.com/SP/idm/idmlogin/public/resetPassword.do

  • 10 Platts Excel Add-In User Guide

    Home buttonThe Home button on the Ribbon bar can be configured from the Settings window located under the user Profile and Settings button on the Ribbon bar.

    For Platts Assessment Data, any user Watch List can be configured, which will open four workbooks as explained below:

    When you close any of the workbooks, you will need to click on the Home button to return the four workbooks view to your screen.

    On the Home page, you will only be able to view data. If you wish to edit data, you will need to use the Platts Excel Add-In functions or the templates to do so.

    The Home page displays the Watch List you have elected as your preferred data view. If you wish to change the prices that youd like to see on the Home page, you can do so by editing your Watch Lists. To edit your Watch List, please refer to page 10 in this guide.

    Real-time pricesIn this workbook you will see real-time prices for the preferred symbols you have identified in your Watch Lis

of 44/44
www.platts.com PlattsExcel ® Add-In user guide March 2017
Embed Size (px)
Recommended