Get Started#

Note

Rateslib-excel is not downloadable. The files are provided as part of the distribution to users with an extended commercial licence.

Requirements#

To use rateslib-excel you will need:

  • Python (>=3.9) and an environment with rateslib and pyxll installed.

  • A supported version of Excel and the pyxll add-in installed and working.

  • A commercial licence extension to use rateslib and the provided rateslib-excel module files.

Setup#

With pyxll installed and working within Excel perform the following tasks:

  1. Move the provided rateslib-excel files to a directory location on your local drive. E.g. C:\Users\your-user-id\rateslib-excel\

  2. Open the pyxll.cfg configuration file and add that named directory to the following relevant config sections:

    Path

    [PYTHON]
    ; ...
    pythonpath =
           ./examples
           C:\Users\your-user-id\rateslib-excel
    

    Imported Modules

    [PYXLL]
    ; ...
    modules =
           misc
           ; ...
           rateslib_pyxll_module
    

    Cached Object Display

    [PYXLL]
    ; ...
    get_cached_object_id = rateslib_pyxll_module.get_cached_object_id
    

    In this last step make sure to remove the semi-colon at the start of the line to uncomment it!

  3. Restart Excel and the rateslib-excel library functions will be available!