Excel add-in support
Support the Excel add-in formula path
The Excel workflow we are standardizing on is the OilPrice add-in: set an API key, use refreshable formulas, and verify production API requests before sending customer instructions.
Install preview
Use the validated add-in preview path once the install smoke is green.
Set one key
Keep API key setup in the add-in pane so formulas stay readable.
Recalculate
Change a symbol or endpoint input and verify the formula calls the API again.
Support checklist
Do not send customer instructions until the preview is proven in the same Excel path a customer will use.
| Gate | Proof |
|---|---|
| Install | Add-in opens without certificate or trust confusion. |
| Key | Task pane stores or selects the intended OilPriceAPI key. |
| Formula | =OILPRICE.PRICE("BRENT_CRUDE_USD") returns a value or plain error. |
| Logs | Production API logs show the expected request. |
| Refresh | Changing the symbol and recalculating hits the API again. |
Preview note
Keep customer language narrow: refreshable add-in formulas only, after the preview proof is complete.
Error language
Missing key, invalid key, quota, tier, endpoint, and no-data states should appear as plain worksheet messages support can act on.