How to install a Windows Excel add-in

These instructions are appropriate for each of the four add-ins provided by TreePlan
Software:
TreePlan for decision trees
SensIt for tornado charts
SimVoi for Monte Carlo simulation
Better Histogram
Each add-in was developed using Excel VBA (Visual Basic for Applications). The file is
an XLAM type, and the filename includes the XLAM extension.
There are two ways to access your add-in.
Install the add-in file. Installation is a simple one-time process requiring the
Windows File Explorer and several mouse clicks. The add-in features will be available
automatically during subsequent Excel sessions.
Open the add-in file via Excel’s File Open command. The add-in features will be
available only during your current Excel session. The next time you start Excel you will
need to open the add-in file again to use its features. Go to the end of this document for
detailed instructions.
Whether you install or open the add-in, it is important to verify that the add-in file is
unblocked before trying to use it.

How to find your add-in file

We recommend that you run Windows File Explorer, select the View ribbon, and check
the box for “File name extensions” (on the far right of the View ribbon).

Unblock the add-in file

If the add-in file was obtained from another computer, downloaded from a website, or
attached to an email, it is likely the add-in file has been blocked by Windows security
features.
Unless you unblock the file, your add-in will not run in Excel, and Excel will not warn you
about the problem.
Run Windows File Explorer, navigate to the add-in XLAM file, right-click the file, and
select the Properties tab.
In the Prroperties window,
w sele
ect the Gen
neral tab, an
nd look for the Securitty: Unblock
checkbo ox in the low
wer right co
orner.

If you se
ee the Unblock checkb
box, be sure
e it is checkked, and click OK.
It is only
y necessary
y to unblock
k the file on
nce.
If there is
i no Securrity: Unblock checkbox
x in the Properties Gen
neral windo
ow, click OK
K.

Install the ad
dd-in witthin Exc
cel
Decide on
o a locatio on which will be accessible at all ttimes, and use File Exxplorer to m move
the add--in file to tha
at location. In these in
nstructions tthe add-in ffile is locate
ed in a new
wly-
created folder named Add-Ins s within the Documentss folder.
Start Ex
xcel, and op
pen a new blank
b workb
book.
From the
e Excel Rib
bbon choos
se File > Op
ptions >Add
d-ins.
The window will change to sho
ow a list of active and inactive ad
dd-ins.
At the bottom of this window in the Manage drop-down list, select Excel Add-ins and
click the Go… button. The list of current add-ins available appears.

You want to add your add-in to this list. Click the Browse button.
In the Browse window, navigate to the location where you saved the add-in file. Select
the file, and click the OK button. The add-in will appear in the list with a tick next to it.
If you want to install more than one add-in, in the Browse window, select the first file,
and hold down the Control key while you select the other add-in files.
Click the OK button. The add-in has installed and is now ready for use.
The TreePlan ribbon item will be added to Excel’s top menu. Click the TreePlan menu
item to see the TreePlan ribbon. The TreePlan ribbon now includes an icon for your
add-in. To use your add-in, click your add-in icon on the TreePlan ribbon.
If you have previously opened or installed a TreePlan Software add-in, the TreePlan
ribbon already exists, and your add-in icon will be added to the existing ribbon.

How to uninstall an add-in

If you wish to uninstall your add-in completely, quit Excel.
Use File Explorer to delete, move, or rename the original add-in file.
Start Excel.
If your add-in had a check in the box next to its name when you quit Excel, Excel
displays a message window.

Click the OK button.

If your add-in did not have a check in the box next to its name when you quit Excel, no
message window is displayed.
Open a new blank workbook, and choose File > Options > Add-ins > (Manage) Excel
Add-ins > Go.
In the “Add-ins available” list, click the box next to the name of your add-in.
If the box had a tic, your click removes the tic. If the box was empty, your click inserts a
tic. In either case, a message box appears.
To delette the add-in from the list, click th
he Yes butto
on. The add
d-in is uninstalled.
In the Ad
dd-ins wind
dow, click th
he OK butto
on to return
n to the maiin Excel win
ndow.

Open
n an add
d-in for each
e Ex
xcel sesssion
Start Ex
xcel, and op
pen a blank workbook.
Choose File > Ope en > Browse e, and navig
gate to the folder conttaining yourr add-in file
e.
Select th
he file, and click the Open
O button.
The Sec
curity Notice
e window appears.
a

Click the
e Enable Macros butto
on.
The TreePlan item will be add
ded to Exce
el’s top men
nu. To use tthe add-in, click the
TreePlan menu item
m to see the add-in ico
on on the T
TreePlan rib
bbon.
If you ha
ave previou
usly openedd or installed a TreePla an Software
e add-in, thhe TreePlan
n
ribbon already
a exis
sts, and the add-in iconn will be ad
dded to the existing rib
bbon.
After you
u quit Exce
el, the next time
t you start Excel yo
ou will need
d to use File > Open a
again
to open the add-in file.

Mike Mid
ddleton pre
epared this document during
d June
e 2020 usin
ng Windowss Excel 365
5
Version 2005.

Michael Rory Middleton, PhD - Analytiic Add-Ins ffor Excel

https://trreeplan.com
m - Mike@
@TreePlan
n.com - 4 415.310.719 90
TreePlan Software, 2105 Buchanan St #1,
# San Francisco CA 94115