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1.3.1 Market indices Task Pane

There are multiple ways to interact with our product that tailors to all levels of Microsoft Excel Users. One is via the Task pane. For the Task Pane we have controls and searchable inputs that would give you suggestions as you type.

To start with, Our Task pane can be open via the Ribbon Toolbar under the PrivateMetrics tab.

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From there we can click Market Indices to open the task pane.

Market Indices Overview

This will open the task pane on the right hand side of the window. From there we can select either infraMetrics® indices or privateMetrics® indices

infraMetrics® indices - Indices of the financial performance of private infrastructure equity and debt markets.

privateMetrics® indices - Indices of the financial performance of the private equity markets.

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The Query Builder

Our Query Builder is designed to be simple yet intuitive to use. On this section we will be explaining the elements that are present in this user interface

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  1. Title Bar - It will show the current App or Product we are in right now and a Go Back button to go to the previous menu.

  2. Index Selector - This will list all the indices that belongs to either infraMetrics® or privateMetrics® .

Depending on the user’s permission some might be locked and disabled.

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Example: A locked Index

  1. Index Catalog Search - This will open a pop-up that will help users search and filter Indices. More details below.

  2. Metric Search - Users will be able to search/filter via keywords the metrics they want. We have shown a small description to give users idea about the metric

  3. Helpers (See Metric/Index Details) - Once hovered this will show the description of the selected index/metric.

  4. Reset Button - Will reset all the input.

  5. Query Button - This will make a query based on the input above. And the results will be displayed in the active cell selected on the sheet.

Index Search and Selector

We have added an index search selector to help users search for a specific index by filtering or searching for a specific term. The pop up can be opened through the button next to the Index Selector

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Index Search and Selector

Our index selector dialog lists all the Indices in a tabular format and will help users filter out based on the inputs. This will react in real-time for every changes in the filter.

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Index Selector Dialog

Once the user is done selecting an Index, users can just click on the row or the index name. And it will be selected in the task pane.

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Once everything is ready. We can hit the Query button and we can see the results on our sheet.

Query Results

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Active Sheet:

On the active sheet, this will show the data, and a formula is wrapped for the range it encompasses.

It will also show other metadata like the date it was reported and the value date.

This will also show other metadata in the future like tickers and index name this is under development.

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