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Using Data in Excel
CSV stand for Comma Separated Values. It is a simple text-based format for saving tabular data where each new row is on a separate line, and each value is separated by a comma. Most of the reports on the WebLink website have a Save link at the bottom of the page that will save the report as a CSV file.
If you have Excel installed on your computer, clicking on Save will usually prompt you to open Excel. Otherwise, save the file to your desktop, then open it from Excel manually.
Since Office XP, Excel has had a feature called "Web Queries" that allow you to directly import a table from a web page into a workbook, and easily refresh it. See our step by step guide to setting up a portfolio web query.
However, there are two things you need to be aware of with web queries:
You need Office XP or later (not just Windows XP) to be able to use Web Queries. (a basic version is also available in Office 2000, but is not supported by WebLink).