Installing the Planning Analytics for Microsoft Excel .xll file as an add-in to Microsoft Excel

You can install the Planning Analytics for Microsoft Excel .xll file as an add-in to Excel.

About this task

By installing the Planning Analytics for Microsoft Excel .xll file as an add-in to Microsoft Excel, the Planning Analytics tab is available every time you open Excel.

Tip: You can rename the Planning Analytics for Microsoft Excel .xll file before installing it in Microsoft Excel. When you download an .xll from IBM Support Fix Central, the filename includes the version number, which changes for each release. If you rename the .xll file before installing, the upgrade process is simplified. For example, if you rename the add-in to PAforExcel.xll, you replace the existing add-in with a more recent version of the add-in using the same filename to perform an upgrade. Renaming the .xll applies only when installing versions 2.0.65 and later; don't rename the .xll in any installations of 2.0.64 or previous.

As explained in Downloading and upgrading to Planning Analytics for Microsoft Excel with a single .xll add-in for versions 2.0.65 and later, you must uninstall any version of Planning Analytics for Microsoft Excel that used the .iss installer before you use the Planning Analytics for Microsoft Excel add-in file to upgrade to a newer version of Planning Analytics for Microsoft Excel, For more information on uninstalling Planning Analytics for Microsoft Excel versions 2.0.64 or previous, see Uninstall IBM Planning Analytics for Microsoft Excel

Procedure

  1. Download the Planning Analytics for Microsoft Excel .xll file from IBM Support Fix Central.
  2. Move the .xll file to your desired directory.
  3. Launch Microsoft Excel.

    When you install the Planning Analytics for Microsoft Excel .xll as an add-in to Excel, do not double-click the .xll file to open Planning Analytics for Microsoft Excel. This causes Excel to crash.

  4. Click the Developer tab.
  5. Click Excel Addins in the ribbon.
  6. Click Browse....
  7. Select the Planning Analytics for Microsoft Excel .xll file.
  8. Click OK.

Results

After installing the .xll file as an add-in to Excel, the Planning Analytics tab is available on the ribbon every time you open Excel.