Account » Orders (download)

Keeping track of your cask shares can be challenging. To ease that effort we have created the option to download the data of your orders – and those in which you have been mentioned (see also Product » Shared with (@mentions)) in 2 different formats.

Partner / mobile friendly PDF

The first version is a partner / mobile friendly PDF in which only the essence is presented of the cask shares you ordered, and those in which you have been mentioned.

The limited width of paper forced us to make choices. By leaving out the financial details and the in depth cask details we’ve managed to keep each cask share on a single row.

The casQ export reader in Excel

The second version is our supplementary Excel based overview which contains much more cask details as well as the cask samples and tastings you have ordered. Next to the additional cask details you will also find a dashboard with some basic metrics. This dashboard is open for extension, so let us know when you have created an extension for it that could be beneficial to others too.

Please note: this one works best on larger screens of desktops / laptops. We also don’t test with Excel on mobile / tablet devices.

Get started on Windows

When using the casQ export reader for Windows, then you can utilize all of the automation we have coded into the macros. That said, there are some important pointers you have to take into account:

1. Move the casQ export reader file from your \Downloads\ folder to another folder, e.g. \Documents\casQueteers\. This will prevent you from getting the PROTECTED VIEW message.
   When you did open the file from within your \Downloads\ folder, and you clicked Enable Editing to get rid of the PROTECTED VIEW message, then you will still not be able to allow macros as you will end up with the SECURITY RISK message. This is a dead end so make sure to move the file to a location outside of your \Downloads\ folder.
   
2. Open the file from your own location, e.g. \Documents\casQueteers\.
3. When opening the file from a so called non-Trusted Location, you can get a Security Notice pop-up first. If so, click Enable Macros.
   <IMG003, to be snipped>
4. After enabling the macros, you will get a SECURITY WARNING as the document pulls the data from another external file (the CSV data file, we talk about this shortly). Click Enable Content.
   

You are now ready to use the casQ export reader and can continue reading at Get your data (CSV).

[TIP] That said, we can totally understand that you don’t want to perform the clicks of steps 3 and 4 every time you open the Excel file. If so, then just add the folder in which you have stored the casQ_export_reader.xlsm file as Trusted Location via the Trust Center of Excel:

• Go to File » Options. This will open the Excel Options pop-up.
• Go to Trust Center » Trust Center Settings. This will open the Trust Center pop-up.
• Go to Trusted Locations.
• When the path to the folder, in which the casQ_export_reader.xlsm is stored, is not listed – then:
  • Go to Add new location » enter the path / browse to the folder.
  • Optionally, hit the box to make Subfolders of this location are also trusted.
  • Click OK 3 times to close all pop-up windows.
• In our example below we make the \Documents\casQueteers\ folder located in our Windows user profile folder, a Trusted Location. Of course, replace USERNAME with your real Windows username.
  
• The next time you open the casQ export reader you won’t be prompted with the questions anymore!
  Future versions of the casQ export reader can simply be added to the folder you just added as Trusted Location without having to go through all this again.

Compatibility

This version should, in principle, be compatible with all Excel versions (for Windows) from Excel 2013 upwards. It probably will also work without issues with Excel 2003 / 2007 / 2010.
That said, we do recommend to use a recent version of Excel, like Excel 2016 / 2019 / 2021 / 365 (or newer).

When testing this version on Excel for Mac the macros failed constantly, but feel free to give it a try and let us know the outcome as we would like to end up with a cross platform compatible version.

Get started on Mac

Unfortunately Excel for Mac differs quite a lot from Excel (for Windows), especially when it comes to macros. Due to this, we had to dismantle most of the original – macro based version – in order to get it working on Excel for Mac. So, as a result, all the fancy features (including the dashboard) and custom functions we had built in have been removed from the Mac version as it will simply take too much time and effort (as I’m not a Mac user myself) to get it all 100% compatible with Excel for Mac. Sorry!
Btw – as mentioned elsewhere, this version is of course also usable on Windows when you prefer not to run macros.

Like on Windows, there are some pointers you have to take into account:

1. Move the casQ export reader file from your \Downloads\ folder to another folder, e.g. \Documents\casQueteers\.
2. Open the file from your own location, e.g. \Documents\casQueteers\.
3. Click Enable Content when you get the SECURITY WARNING.

That said, when you do encounter issues… please have a look if the steps for Windows might help you out. If so, or not, please let us know so we can improve this Excel for Mac section.

Compatibility

This version is without macros and should therefore be compatible without any issues with all version of Excel (for both Mac and Windows) from 2003 / 2004 upwards.
That said, we do recommend to use a recent version of Excel, like Excel 2016 / 2019 / 2021 / 365 (or newer).

Get your data (CSV)

After downloading the Excel file, you still need to get hold of your personal data file. You can simply download it from the casQ shop » Account » Orders (download) page and it comes as an CSV data file.

This CSV data file is basically the only file you need to download again when you want to refresh your data within the casQ export reader. Okay – every now and then you might have to upgrade to a newer version of the casQ export reader.

The CSV data file contains the data of both your own orders as well as the orders in which you have been mentioned.

That said, the casQ export reader does some additional data processing to make the data even more useful so our recommendation is to always use it in combination with the casQ export reader. However, when you want to use the data in another application or database, then you can best use the CSV data file to import the raw data.

When it’s the first time that you downloaded the files, then let’s continue with the settings in the casQ export reader to get you really started.

Settings

In both versions of the casQ export reader you will need to setup some parameters:

• (optional) Alternative path to the folder in which the CSV data file(s) are stored, e.g. your \Downloads\ folder.
• (required) Your casQ ID number, which is included in the filename of the CSV data file.
• (required) The date of the export you wish to import (by default it’s setup as a dynamic field with today’s date).

And that’s basically it.

In the Excel files we have included some additional text / instructions to get you sorted with the settings.

One more thing: with the Windows (.xlsm) version you can also set the visibility of samples and tastings upon data refresh. In the Mac / Windows (.xlsx) version they will just be shown.

casQueteers ribbon (menu)

In the Windows version we have added a custom ribbon to make it much easier to trigger the macros we have created to do their magic.

Although every button should be self explaining, we will walk through them quickly:

• Refresh
  • The Refresh All Data triggers the renewal of the casQ orders and the casQ mentions.
  • casQ orders / casQ mentions / Dashboard refreshes only the related worksheet.
  • The Dashboard refresh is automatically triggered when you go to the Dashboard worksheet, but via this button you can also trigger it manually when required.
• Maintenance
  • Conditional Formatting is being triggered by any of the data refreshes via the casQueteers ribbon. If you did however trigger the data refresh via Data ribbon instead of the casQueteers ribbon, then you need to manually trigger the ‘repair’ of the conditional formatting of the tables.
  • For some reason the Create Hyperlinks function won’t work at the moment when triggered directly by the data refresh macros. So for the time being you will need to hit the ribbon button to manually trigger the creation of the hyperlinks.
  • The default worksheets can be (un)protected via the ribbon, although there should not really be a need for it.
• casQ website
  • Some shortcuts to the website. It’s best to be logged in to the Member section of the website first in your browser.
• App
  • When opening the Excel file a version check will run and it will result in a pop-up message when there is a newer version available online. In case you want to re-run the version check, you can trigger it here. When triggered from the casQueteers ribbon manually – then you will also get a pop-up message when there is not a newer version available online.
    

Import / refresh the data

After downloading the casQ export reader, completing the settings, and downloading your personal CSV data file you want to get the data in the casQ export reader itself.

This can be done the easiest with the Refresh All Data in the casQueteers ribbon.

In the Mac version the casQueteers ribbon is not available. So instead you have to use the default Refresh All in the Data ribbon, see below.

This will get the data from the CSV data file into the casQ export reader so your personal data is now visible on the casQ orders and / or casQ mentions worksheets.

[TIP] When you don’t have the Data ribbon visible, then go to File » Options » Customize Ribbon and make sure Data is ticked in the Main Tabs area.

Enable the hyperlinks

As already mentioned in the casQueteers ribbon section, the creation of hyperlinks is currently not included in the flow when refreshing the data via the casQueteers ribbon.

So for now it will be a manual trigger to run the macro to create the hyperlinks on the casQ orders and casQ mentions worksheets.

Hyperlinks will be created for the order numbers (only for your own orders!), the forum slugs, and the Whiskybase numbers.

casQ orders / mentions

After import the data from the CSV data file, you can now find it on the casQ orders and / or casQ mentions worksheets.

The casQ orders worksheet contains all orders you’ve placed yourself within the casQ shop, where as the casQ mentions worksheet contains all the orders (or better to say, products) where you have been mentioned.

For project shares, you will also find additional rows for the individual casks or releases within the project.

Legenda

The legenda for the columns of the casQ orders and casQ mentions worksheets can be found here.

The legenda is especially useful to go through when you have questions about the multi-purpose columns (e.g. the Bottled + B E/A columns which are being used for 3 phases).

Dashboard

On the dashboard you will find some basic numbers for both your own orders as well as the orders in which you have been mentioned. Below you see a demo screenshot of the (under construction) dashboard featuring:

• count of shares
• count of unique casks you are participating in
• number of bottles
• cask averages
• sum of payment 1 (act)
• sum of payment 2 (act)
• sum of payment 2 (est)
• overall sum of payments

Some interesting things to point out:

• With the ‘divide casQ mentions numbers by’ setting you can get a more realistic image of the numbers from those cask / project shares for yourself.
• The totals column for the unique casks is looking at unique casks in both the casQ orders and the casQ mentions combined, so the numbers can look off an initial glance.
• The colors in front of the text are the legenda for the related graph.
• There is an intentional split between estimates and actuals as some angles might be more thirsty than others and the payment 2 info is based on information available when releasing the cask / project share into the casQ shop.

Feel free to extend the dashboard and don’t be shy to share your extensions with us, especially when you think it can be beneficial to others too. When we love your extension then we will include it in the casQ export reader template so you don’t have to add it back in yourself in future versions.

That said, when you are extending the dashboard… you can best do this on a new worksheet so you can easily copy it over to a newer version of the casQ export reader. Of course, you probably still have to make some adjustments to your formulas but this way you have it clear what needs to be copied over and checked.