A QuoteIN wizard is an automatic tool to creating repeatedly ranges of cells in a spreadsheet. This is achieve by automatically copying/pasting ranges contained in another document. It works like a template working at the cell level. Wizards can be created automatically from existing quote lists or manually by creating a spreadsheet. The wizard file are saved as a common XLS files and can thus be edited normally using Excel.
Wizard cells contain typically
formulas used to connect to a data provider( P or RTD formulas)
built-in analytics formulas (black-sholes, implied volatility,…)
any other Excel valid formula
To automatically create a wizard proceed as follows:
first create a quote list using an existing wizard or manually as described in quick start
modify the quote list by adding/removing fields, adding formulas or simply changing cell formats
when finished click on any cell inside the quote list and choose the menu 'Create wizard' to create the wizard
The wizard created will then become available under with the given name in the menu when you right click over a cell, just as the built-in wizards. If you later you want to edit it to add/change fields or formulas you do that opening the wizard file in Excel.
To understand how wizards work and how to edit wizards or create advanced wizards manually with excel proceed as follows:
Open the wizard spreadsheet c:\Program Files\quotein\wizards\quotes\free.xls as an example and take a look into the named ranges. There are three Excel ranges named Labels, Repeated and Wizard defined in the spreadsheet.
The <b>Labels</b> range contains the cells that are going to be copied to create the quote list labels.
The <b>Repeated</b> range is the line containing the formulas that are going to be repeatedly copied for each symbol.
There is an additional mandatory range called Wizard which simply groups all ranges used in the wizard.
To illustrate how it works let's follow what happens when you invoke a wizard with symbols spanning different rows
The current Excel cell selection is read to get the list of symbols
copy of the Labels range of the wizard is placed in the line just before the top row
For every Symbol and starting in the first available row after point 2
Formulas used in the Repeated range typically use Excel references to the first position in the range to get the symbol name corresponding to the iteration. That will make the cell to be calculated for that symbol.
Notes:
The Labels range can be omitted if the quote list does not have labels
A range named Wizard that encloses all existing ranges in the spreadsheet must exist.
If you are editing an existing wizard. Don't forget when your work is finished to update the ranges if new columns/rows were added
Since symbol name will be automatically written in the upper left corner of both repeated range and labels ranges you cannot have any data there(but you can and will probably want to format the cell). Write there a symbol for testing of your formatting while editing wizard but once finished leave that cell empty.
To appear in the Quote Wizards menu the wizard spreadsheet must be saved in c:\Program Files\QuoteIN\Wizards\Quotes or subdirectories
to appear in the Options List menu the wizard spreadsheet must be saved in c:\Program Files\QuoteIN\Wizards\Options or sub directories
in both cases sub menus hierarchy reflect the sub directory hierarchy.
Note that Labels and Repeated ranges can have more than one row. In this case symbols will be spaced accordingly i.e. if wizard has 3 lines height each symbol will take 3 rows. You can see this in action if you apply the built-in wizard named Detail to a list of symbols.
When writing your own wizards you'll need to know all the fields available in a feed. You can see all available fields for all feeds easily by right clicking and choosing the menu “Full quotes”. Note that fields available depend on the type of instrument in may cases.