First Time Setup - Excel 2007

You will need to perform these steps only one time, prior to installing your first power4XL function.  After that you can install as many functions as you like without having to repeat these steps.

If you have already performed these steps, you can proceed to the Individual Function Setup instructions.

1. Install the Analysis ToolPak Add-In that comes with Excel 

• In MS Excel, click the round Office button (top left of your screen). 

• Near the bottom right of the window that drops down, select "Excel Options". 

• In the Excel Options window that opens, click "Add-Ins" in the left sidebar. 

• In the panel that appears on the right, look for "Analysis ToolPak" and "Analysis ToolPak - VBA".  If both are currently in the Active Application Add-In List, exit this window and proceed to the next step.  Otherwise, click "Go..." near the bottom of this window to manage add-ins. 

• Check the boxes beside "Analysis ToolPak" and "Analysis ToolPak - VBA".  and click "OK"

• Depending on how your Excel was originally installed, you may be required to insert your Microsoft Office Setup CD ROM for this process to be completed.  You may also have to exit Excel and restart it in order for the change to take effect.
  

2. Create a new workbook in Excel, and save it as an Excel Add-In.

• Click the round Office button in the top left of your MS Excel screen.

• Select "New..."

• Select "Blank Workbook" and click the "Create" button.

• Click the Office button again, and this time select "Save As".

• In the "Save As" dialogue, select "Excel Add-In" under "Save as type:"

• Name the file "power4xl_macros" or another descriptive name of your choice. Make note of the file location.

3. Install the newly created Add-In.

• Click the round Office button in the top left of your MS Excel screen.

• Select "Excel Options". 

• In the Excel Options window that opens, click "Add-Ins" in the left sidebar. 

• Click "Go..." near the bottom of this window to Manage Excel Add-Ins. 

• Click "Browse..."

• Navigate to the file you created in the previous step.  The default file location is C:\Users\[username]\AppData\Roaming\Microsoft\AddIns

• Select your file and click "Open."

• Your file should now appear in the list of "Add-Ins Available" in the "Add-Ins" dialogue box.

• Make sure the box beside your new file is checked.

• Click OK.

4. Create a new, empty "module" in Visual Basic (Excel's macro language), into which you will later copy & paste your power4XL functions.

• Make sure the Developer tab is visible on your MS Excel ribbon.  If not, turn it on by clicking the round Office button, selecting Excel Options..., selecting "Popular" in the left sidebar, and checking the box by "Show Developer tab in the Ribbon" in the right panel.

• Select the Developer tab on the ribbon.

• Click the "Visual Basic" button at the left end of the Developer ribbon.  This will open the Visual Basic editor program.

• In the Project window in the upper left area of the VB editor, select the Add-In you have just created.  It is likely named "VBProject(power4xl_macros.xlam)"

• On the menu bar select "Insert", then click "Module" from the drop-down menu.

• The new module "Module1" should be visible in the Project window tree under your project name.

• Optionally, rename the module to "power4xl".

• Now your Excel program is set up and ready to receive power4XL macros and functions.

4. Proceed to Individual Function Setup.