Can you send me an instruction how to add Excel Add In please?

Posted about 2 months ago by Gabrielle Day

Answered
Gabrielle Day
Gabrielle Day Admin

This query was raised during a recent webinar. Please see the answer in the section below. If you require further assistance, you can either add a comment or log a support ticket here.

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Gabrielle Day

Gabrielle Day posted about 2 months ago Admin Best Answer

Please find the user guide on how to set up the Excel Add-in: Excel Add-In guide

This covers installing the Add-in from within Excel, logging into your iplicit environment, and using the custom functions to pull data into a spreadsheet.

One thing to check first: users need the "Excel Functions All" user role assigned to them, otherwise they'll see a permissions error when trying to use the Add-in functions.

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Gabrielle Day

Gabrielle Day posted about 2 months ago Admin Answer

Please find the user guide on how to set up the Excel Add-in: Excel Add-In guide

This covers installing the Add-in from within Excel, logging into your iplicit environment, and using the custom functions to pull data into a spreadsheet.

One thing to check first: users need the "Excel Functions All" user role assigned to them, otherwise they'll see a permissions error when trying to use the Add-in functions.

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