Tips and Tricks for Building CQG-Powered Excel Dashboards

To help you design and manage your custom dashboards using CQG with Microsoft Excel®, Thom Hartle has written the following articles that answer the most common questions.

Topic Description
RTD Throttle Excel has a throttle that manages update frequency. Learn how to modify this throttle.
DDE-to-RTD Converter In order to smoothly transition from DDE to RTD, CQG provides a tool that converts all DDE-coded spreadsheets into RTD format.
Price Formatting When writing formulas for calling market prices, you can choose between four different formats for the values returned.
Heat Mapping See how to use heat mapping to better identify markets at extremes.
Heat Mapping 2 Easily determine the best and the worst performing markets.
Conditional Formatting Wide arrays of rules are available in the Conditional Formatting group after you select the Home tab in Excel.
Adding CQG Apps You can take CQG apps, such as News, and have it sit on top of Excel.
Merging Text Adding text to the price quotes makes your workflow easier. Learn how to merge text with market prices.
Clearing Errors Excel considers some calculations to be errors and displays #Value in the cell, which clutters the display. Here is how to avoid seeing the Excel errors.
Shortcuts When designing CQG-powered spreadsheets, there are a few shortcuts you can use to make the process easier.
Title Bar Images Designing Microsoft Excel spreadsheets can be more than just creating tables with a lot of numbers. Here is how to make a spreadsheet look like a trader's screen.
Windows Animations If you use Windows® 7 and have upgraded to Office 2013, you may have noticed that price updates look like little slot machine quotes with prices rolling instead of just updating. Learn how to turn them off.
Options-on-Futures Information Options offer a wide variety of strategies for traders. CQG provides a powerful options analytics package. A number of the analytics tools, such as theoretical value, implied volatility, and the Greeks, provide market information that can be brought from CQG into Microsoft Excel® using RTD formulas.
Calculating Implied Volatility If you use RTD formulas for data from the options markets, then Excel will pull data using your settings in CQG, such as the options model you have selected. An RTD formula for implied volatility will pull the Implied Volatility (IV) for the symbol and use your model.
Basic RTD Calls For Outrights, Spreads, and Options on Futures Markets You can use Microsoft Excel® and data from CQG to expand the features of your own market display dashboards. This powerful combination can be tailored to your specific needs. This article shows you how to build an Excel dashboard and provides a few tips for getting the correct data.
Line Charts CQG-powered Excel dashboards can include charts. This article shows the steps to add a chart.
Sparklines Sparklines are another data visualization technique for tracking the markets.
Dollar Fraction Function Learn how to use Excel's Dollar Fraction Function to help ensure RTD formulas apply the same parameters as on a chart.


Trading and investment carry a high level of risk, and CQG, Inc. does not make any recommendations for buying or selling any financial instruments. We offer educational information on ways to use our sophisticated CQG trading tools, but it is up to our customers and other readers to make their own trading and investment decisions or to consult with a registered investment advisor. The opinions expressed here are solely those of the author and do not reflect the opinions of CQG, Inc. or its affiliates.