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Using Excel Web Query files

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What is a Web Query file?

A Web Query file (*.iqy) is a small configuration file that will enable you to pull PrecisionLender data for your institution directly into Microsoft Excel after providing your user credentials.  These files can be downloaded from the Data Feeds section of PrecisionLender.

Opening your Web Query file for the first time.

Note: You must have Microsoft Excel 2007 or later to use this functionality

  • Double-click the Excel Web Query file and this should launch Microsoft Excel
  • If prompted with a Security Notice similar to the following, click Enable

 

Click the enable button when the Excel Security Notice pops up upon opening the downloaded Excel file.

 

  • You will be prompted to enter your PrecisionLender username (usually your email address)
    • IQY files are specific to the user that downloaded them from PrecisionLender.

 

Enter your PrecisionLender username into this field. 

 

  • You will then be prompted to enter your PrecisionLender Account Key.

 

Enter your PrecisionLender account key into this field

 

  • NOTE: Please use caution regarding the "Use this value/reference for future refreshes" functionality of Excel.  This will store your username and account key withinin your Excel file and your data connection (including future data refreshes) will be available to anyone in possession of the Excel file.  Regenerating your account key will stop your current Excel file from being able to fetch new data.
  • Click the "OK" button and your data should appear in the current Excel worksheet within a few seconds
  • To refresh the data on your worksheet, you can either
    • Right-Click on the data and choose "Refresh" 
      or
    • Click on the "Data" tab in Excel and then click the "Refresh" button in the Connections area of the menu ribbon. (see below)

 

Shows where the 'Data' option is in the top menu in Excel. Also shows where the 'Refresh All' button is located.

 

Troubleshooting

Unable to open https ://application.precisionlender.com - Cannot download the information you requested

  • This error usually indicates a problem with the local Excel or security settings on your computer.
  • Some PrecisionLender clients have had success with the following steps:
    • Navigate to Tools / Internet Options / Advanced, in Internet Explorer.
    • Scroll down until you see the checkbox for 'Do not save encrypted pages to disk'.  
    • Un-checking that option.
    • Close Internet Explorer.
  • Related article from Microsoft :
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