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authorDidierRLopes <dro.lopes@campus.fct.unl.pt>2024-01-16 09:09:35 -0800
committerGitHub <noreply@github.com>2024-01-16 17:09:35 +0000
commitf58380bed90d19e1797e42f64e409c06e0fba370 (patch)
tree52e4b8cd328102c5a9fc7a0550f29094e39726a1
parent16cffc5f81eceda7df66461fc0029223dafd9352 (diff)
Excel tutorials on the docs (#5956)
* update workflows name to tutorial * update title * get barebones to bring in Excel videos * tutorial excel videos in
-rw-r--r--website/content/excel/getting-started/basics.md12
-rw-r--r--website/content/excel/getting-started/installation.md12
-rw-r--r--website/content/excel/getting-started/templates.mdx14
-rw-r--r--website/content/excel/reference/_category_.json4
-rw-r--r--website/content/pro/tutorials/_category_.json4
-rw-r--r--website/content/pro/tutorials/ai.md (renamed from website/content/pro/workflows/ai.md)0
-rw-r--r--website/content/pro/tutorials/bring-data.md (renamed from website/content/pro/workflows/bring-data.md)0
-rw-r--r--website/content/pro/tutorials/data-to-charts.md (renamed from website/content/pro/workflows/data-to-charts.md)0
-rw-r--r--website/content/pro/tutorials/index.md (renamed from website/content/pro/workflows/index.md)17
-rw-r--r--website/content/pro/tutorials/layouts-watchlist.md (renamed from website/content/pro/workflows/layouts-watchlist.md)0
-rw-r--r--website/content/pro/tutorials/overlay.md (renamed from website/content/pro/workflows/overlay.md)0
-rw-r--r--website/content/pro/tutorials/report.md (renamed from website/content/pro/workflows/report.md)0
-rw-r--r--website/content/pro/workflows/_category_.json4
13 files changed, 50 insertions, 17 deletions
diff --git a/website/content/excel/getting-started/basics.md b/website/content/excel/getting-started/basics.md
index fabf5e5a153..e0012919478 100644
--- a/website/content/excel/getting-started/basics.md
+++ b/website/content/excel/getting-started/basics.md
@@ -41,3 +41,15 @@ Examples:
:::tip
If you want to skip a parameter use semi-colon (or comma depending on your number separator) without any value. In example iii. we are skipping the first parameter (symbol).
:::
+
+## Advanced
+
+<div style={{display: 'flex', justifyContent: 'center'}}>
+ <iframe
+ style={{width: '800px', height: '450px', display: 'block', margin: '0 auto'}}
+ src="https://www.youtube.com/embed/mk-NDjH8CDE?si=oL1Iqh1yJc24dh-K"
+ title="YouTube video player"
+ frameBorder="0"
+ allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share"
+ />
+</div>
diff --git a/website/content/excel/getting-started/installation.md b/website/content/excel/getting-started/installation.md
index 7c9bd1f8f04..32d888077de 100644
--- a/website/content/excel/getting-started/installation.md
+++ b/website/content/excel/getting-started/installation.md
@@ -12,10 +12,18 @@ keywords:
- The OpenBB Excel Add-in is available on the following platforms: Windows (Microsoft 365), Mac (Microsoft 365), Excel on the web.
- Access to the OpenBB Terminal Pro. If you don't have access you can sign up for the waitlist [here](https://my.openbb.co/app/pro).
----
-
## Installation
+<div style={{display: 'flex', justifyContent: 'center'}}>
+ <iframe
+ style={{width: '800px', height: '450px', display: 'block', margin: '0 auto'}}
+ src="https://www.youtube.com/embed/Rn3M36H_6Cw?si=6PdxyssA21461hUr)"
+ title="YouTube video player"
+ frameBorder="0"
+ allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share"
+ />
+</div>
+
The OpenBB Excel Add-in is available on the [Microsoft AppSource](https://appsource.microsoft.com/pt-pt/product/office/wa200006381?tab=overview). It can be installed by an administrator or by individual users.
### Individual user
diff --git a/website/content/excel/getting-started/templates.mdx b/website/content/excel/getting-started/templates.mdx
index edcd957a5f0..2f57a935433 100644
--- a/website/content/excel/getting-started/templates.mdx
+++ b/website/content/excel/getting-started/templates.mdx
@@ -14,7 +14,7 @@ OpenBB Excel Add-In offered by OpenBB. These templates are designed to help you
These can be downloaded in the [OpenBB Hub](https://my.openbb.co).
-<div className="flex-grow flex items-center justify-center mt-5">
+<div className="flex-grow flex items-center justify-center my-5">
<a href="https://my.openbb.co/app/excel">
<button
className="bg-grey-200 hover:bg-grey-400 dark:bg-[#303038] dark:hover:bg-grey-600 text-grey-900 dark:text-grey-200 text-sm font-medium py-2 px-4 rounded"
@@ -24,6 +24,18 @@ These can be downloaded in the [OpenBB Hub](https://my.openbb.co).
</a>
</div>
+<div style={{display: 'flex', justifyContent: 'center'}}>
+ <iframe
+ style={{width: '800px', height: '450px', display: 'block', margin: '0 auto'}}
+ src="https://www.youtube.com/embed/5ym4tHhBvck?si=JhlCKRzRDTTCWueU"
+ title="YouTube video player"
+ frameBorder="0"
+ allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share"
+ />
+</div>
+
+## OpenBB Excel templates
+
![Excel Template 1](https://github.com/OpenBB-finance/OpenBBTerminal/assets/25267873/d857d8ff-58d8-4037-a368-301a9b4178cc)
![Excel Template 2](https://github.com/OpenBB-finance/OpenBBTerminal/assets/25267873/5f45f38d-19bc-48ae-bf2a-caae3b270d84)
diff --git a/website/content/excel/reference/_category_.json b/website/content/excel/reference/_category_.json
index 8c64e8e6135..0726e4660a1 100644
--- a/website/content/excel/reference/_category_.json
+++ b/website/content/excel/reference/_category_.json
@@ -1,4 +1,4 @@
{
"label": "Reference",
- "position": 5
-} \ No newline at end of file
+ "position": 3
+}
diff --git a/website/content/pro/tutorials/_category_.json b/website/content/pro/tutorials/_category_.json
new file mode 100644
index 00000000000..14856fcd7ce
--- /dev/null
+++ b/website/content/pro/tutorials/_category_.json
@@ -0,0 +1,4 @@
+{
+ "label": "Tutorials",
+ "position": 10
+}
diff --git a/website/content/pro/workflows/ai.md b/website/content/pro/tutorials/ai.md
index ed1c64f1792..ed1c64f1792 100644
--- a/website/content/pro/workflows/ai.md
+++ b/website/content/pro/tutorials/ai.md
diff --git a/website/content/pro/workflows/bring-data.md b/website/content/pro/tutorials/bring-data.md
index 79bee0250e6..79bee0250e6 100644
--- a/website/content/pro/workflows/bring-data.md
+++ b/website/content/pro/tutorials/bring-data.md
diff --git a/website/content/pro/workflows/data-to-charts.md b/website/content/pro/tutorials/data-to-charts.md
index 9d888d2a8e5..9d888d2a8e5 100644
--- a/website/content/pro/workflows/data-to-charts.md
+++ b/website/content/pro/tutorials/data-to-charts.md
diff --git a/website/content/pro/workflows/index.md b/website/content/pro/tutorials/index.md
index efd6e201dd1..1852df2270b 100644
--- a/website/content/pro/workflows/index.md
+++ b/website/content/pro/tutorials/index.md
@@ -1,16 +1,17 @@
---
-title: Workflows
+title: Tutorials
sidebar_position: 0
description: Learn about common workflows that you can do with the OpenBB Terminal Pro.
keywords:
- workflows
- AI
- Chart
+- Tutorials
---
import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
-<HeadTitle title="Workflows | OpenBB Terminal Pro Docs" />
+<HeadTitle title="Tutorials | OpenBB Terminal Pro Docs" />
import NewReferenceCard from "@site/src/components/General/NewReferenceCard";
@@ -19,37 +20,37 @@ import NewReferenceCard from "@site/src/components/General/NewReferenceCard";
<NewReferenceCard
title="Layouts and Watchlist"
description="In this workflow you will create a new dashboard from the analyst template, add a new ticker to the Watchlist and then change the selection to the newly added ticker."
- url="/pro/workflows/layouts-watchlist"
+ url="/pro/tutorials/layouts-watchlist"
/>
<NewReferenceCard
title="Create a custom report"
description="In this guide, learn how to create a custom report using OpenBB Terminal Pro, including creating a new dashboard, adding widgets, creating a group, and exporting to PDF."
- url="/pro/workflows/report"
+ url="/pro/tutorials/report"
/>
<NewReferenceCard
title="Leverage AI"
description="This workflow is about leveraging AI to enhance your workflow. You will chat with a News article and ask it to summarize the main points, use OpenBB copilot to change the theme from light to dark or vice versa, and chat with the Earning Transcript to compare a company’s performance with the last quarter."
- url="/pro/workflows/ai"
+ url="/pro/tutorials/ai"
/>
<NewReferenceCard
title="Charts from raw data"
description="In this guide, learn how to build your own charts from raw data using OpenBB Terminal Pro. You will create a chart to visualize the EBITDA ratio trends over the past 5 years using the Income Statement widget, update the Chart title, and download the Chart to PNG."
- url="/pro/workflows/data-to-charts"
+ url="/pro/tutorials/data-to-charts"
/>
<NewReferenceCard
title="Overlay time series"
description="This workflow involves overlaying time series from multiple asset classes. You will plot the price performance of the S&P 500 together with your favorite stock, overlay the Financials (Revenue / EBITDA / Net Income) of your favorite stock with its price, and overlay the GDP growth rate with the Unemployment rate of the US."
- url="/pro/workflows/overlay"
+ url="/pro/tutorials/overlay"
/>
<NewReferenceCard
title="Bring your own data"
description="This guide provides detailed instructions on how to import your own data into Terminal Pro using various methods. This allows for greater flexibility and customization in data analysis."
- url="/pro/workflows/bring-data"
+ url="/pro/tutorials/bring-data"
/>
</ul>
diff --git a/website/content/pro/workflows/layouts-watchlist.md b/website/content/pro/tutorials/layouts-watchlist.md
index 545aed1232c..545aed1232c 100644
--- a/website/content/pro/workflows/layouts-watchlist.md
+++ b/website/content/pro/tutorials/layouts-watchlist.md
diff --git a/website/content/pro/workflows/overlay.md b/website/content/pro/tutorials/overlay.md
index 6062859ea02..6062859ea02 100644
--- a/website/content/pro/workflows/overlay.md
+++ b/website/content/pro/tutorials/overlay.md
diff --git a/website/content/pro/workflows/report.md b/website/content/pro/tutorials/report.md
index 545846bde77..545846bde77 100644
--- a/website/content/pro/workflows/report.md
+++ b/website/content/pro/tutorials/report.md
diff --git a/website/content/pro/workflows/_category_.json b/website/content/pro/workflows/_category_.json
deleted file mode 100644
index 967fbb3829b..00000000000
--- a/website/content/pro/workflows/_category_.json
+++ /dev/null
@@ -1,4 +0,0 @@
-{
- "label": "Workflows",
- "position": 10
-}