QuantCore-FX/EXCEL_IMPORT_GUIDE.md

Excel Import Guide — APEX Layer 1

Quick Start

1. Ask AI for data (use the prompt in EXCEL_IMPORT_PROMPT.md)
2. Download the Excel file
3. Open APEX Layer 1 app → Monthly Entry tab
4. Click "📊 Import Excel" button
5. Select your file → Click "Save & Calculate Scores"

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Supported File Formats

Format 1: Multi-Sheet Excel (Recommended)

File: monthly_data.xlsx

Sheet 1: CPI

Currency | Target % | Actual CPI %
---------|----------|-------------
USD      | 2.0      | 3.2
EUR      | 2.0      | 2.8
GBP      | 2.0      | 3.1
JPY      | 2.0      | 1.9
AUD      | 2.5      | 3.5
CAD      | 2.0      | 2.3
CHF      | 1.5      | 1.2
NZD      | 2.0      | 3.8

Sheet 2: PMI

Currency | Composite PMI
---------|---------------
USD      | 52.3
EUR      | 48.7
GBP      | 51.2
JPY      | 49.5
AUD      | 50.1
CAD      | 51.8
CHF      | 49.2
NZD      | 52.5

---

Format 2: Single-Sheet Excel

File: monthly_data.xlsx

Currency | Target_CPI | Actual_CPI | Composite_PMI
---------|------------|------------|---------------
USD      | 2.0        | 3.2        | 52.3
EUR      | 2.0        | 2.8        | 48.7
GBP      | 2.0        | 3.1        | 51.2
JPY      | 2.0        | 1.9        | 49.5
AUD      | 2.5        | 3.5        | 50.1
CAD      | 2.0        | 2.3        | 51.8
CHF      | 1.5        | 1.2        | 49.2
NZD      | 2.0        | 3.8        | 52.5

---

Format 3: CSV File

File: monthly_data.csv

Currency,Target_CPI,Actual_CPI,Composite_PMI
USD,2.0,3.2,52.3
EUR,2.0,2.8,48.7
GBP,2.0,3.1,51.2
JPY,2.0,1.9,49.5
AUD,2.5,3.5,50.1
CAD,2.0,2.3,51.8
CHF,1.5,1.2,49.2
NZD,2.0,3.8,52.5

---

Data Requirements

All 8 Currencies Required (in any order):

• USD, EUR, GBP, JPY, AUD, CAD, CHF, NZD

Value Ranges:

• CPI Actual: Any realistic percentage (e.g., 1.0 - 5.0%)
• PMI: 0-100 scale (50 = neutral, >50 = expanding, <50 = contracting)
• Use decimal format: 3.45, not 3.45%

Important:

• No merge cells or complex formatting
• Column headers needed (any name with "CPI", "PMI", "Currency" is recognized)
• Empty cells or 0 values = not imported

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Generate Template Files

Run this command to create example files:

python create_excel_template.py

This creates:

• example_monthly_data.xlsx (multi-sheet)
• example_monthly_data_single_sheet.xlsx (single sheet)
• example_monthly_data.csv (CSV format)

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AI Prompt for Data Generation

See EXCEL_IMPORT_PROMPT.md for ready-to-use prompt templates.

Quick Prompt:

Generate realistic monthly economic data for the 8 major currencies 
for June 2026 in Excel format:

CPI: Actual inflation rates (YoY %)
PMI: Composite PMI readings (0-100 scale, 50=neutral)

Currencies: USD, EUR, GBP, JPY, AUD, CAD, CHF, NZD

Provide in two sheets:
- Sheet 1: CPI (Currency, Target %, Actual CPI %)
- Sheet 2: PMI (Currency, Composite PMI)

---

Troubleshooting

Problem	Solution
"Import Error: Sheet not found"	Use correct sheet names: "CPI" and "PMI"
"No data imported"	Check column names contain "Currency", "CPI", "PMI"
"0 values not imported"	Use non-zero values; 0 = skip
"File locked"	Close Excel before importing
"Column mismatch"	Ensure 8 currencies (USD, EUR, GBP, JPY, AUD, CAD, CHF, NZD)

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Workflow Example

1. Ask AI:

   Create an Excel file with CPI and PMI data for the 8 major 
   currencies for June 2026. Make it realistic based on current 
   economic trends.
   

2. Download the Excel file from AI

3. Open APEX Layer 1 → Monthly Entry tab

4. Click Import Excel → Select the file

5. Data auto-fills the entry form

6. Click Save & Calculate Scores → Done!

7. Check Dashboard tab for the generated signal

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Notes

• App auto-detects file format (Excel or CSV)
• If Excel has both formats, app tries multi-sheet first
• PMI default is 50 (neutral); enter actual PMI, not delta
• CPI target values are auto-looked up from config
• You can edit values after import before saving