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What Are the Resample & Aggregate Functions in Excel?

The Resample and Aggregate functions within our Excel Add-In allows you to change how data is retrieved and displayed within Excel. Below is a quick walkthrough video that goes over this function.

Getting Started

Adjusting the Aggregate Function

Adjusting the Resample Frequency

Frequently Asked Questions

 


 

Getting Started

 

How to Adjust the Aggregate Function

1. Click on the cell you want to use for your formula.

How To Insert Data Series Using Function Arguments - Step 0

 

2. On the YCharts tab in Excel, select the YCS function.

How To Insert Data Series Using Function Arguments - Step 1

 

3. Enter in the ticker symbol, metric code and lookback period for your series. 

How To Insert Data Series Using Function Arguments - Step 18

 

4. Enter in your aggregation method, then click Ok. 

How To Insert Data Series Using Function Arguments - Step 14

 

5. The data will now appear in the cell. 

How To Insert Data Series Using Function Arguments - Step 15


 

How to Adjust the Resample Frequency

 

1. Click on the cell you want to use for your formula.

How To Insert Data Series Using Function Arguments - Step 16

 

2. On the YCharts tab in Excel, select the YCS function

How To Insert Data Series Using Function Arguments - Step 17

 

3. Enter in the ticker symbol, metric code and lookback period for your series. 

How To Insert Data Series Using Function Arguments - Step 18

 

4. Add in your resample frequency, then click OK.

How To Insert Data Series Using Function Arguments - Step 25

 

5. The data will now appear in the cell. 

How To Insert Data Series Using Function Arguments - Step 26

 


 

Frequently Asked Questions

Is there a full list of resample frequencies and aggregate functions?

  • Yes, you can download the full list here

 


 

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