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Installing an Add-In in Excel 2007

by Jon Peltier
Peltier Technical Services, Inc., Copyright © 2008.
Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

In Installing an Excel Add-In I described the protocol for installing an add-in in Excel. The protocol I described was valid for Excel 97 through 2003, but the change in user interface which came with Excel 2007 was accompanied by a more tortuous protocol. It’s not really more complicated once you get used to it, but the first few times it’s an adventure.

To install an Excel 2007 add-in, click on the Office Button, the big round decoration in the top left of the Excel window.

Office Button

This opens the Office Menu. Click the Excel Options button at the bottom of this menu.

Office Menu

The Excel Options dialog opens up. Click the Add-Ins item in the list along the left edge of the dialog to see the Add-Ins panel.

Excel Options: Add-Ins

Make sure the Manage dropdown at the bottom shows Excel Add-Ins, then press the Go button. Finally this brings up the familiar Add-Ins dialog.

Excel Add-Ins Dialog

If the add-in has been stored in one of the default add-in directories, it will appear in the list. Check the box in front of a listed add-in to install it, or uncheck the box to uninstall it. If the add-in does not appear in the list, click Browse, and use the Browse dialog to locate the add-in file.

This long protocol can be shortened in a couple of ways. One way is to add the Add-Ins command to the Quick Access Toolbar (QAT). Click the little dropdown button to the right of the QAT, and choose More Commands.

Customize QAT

Click on the left hand dropdown, and choose All Commands.

Customize QAT

Scroll down, select Add-Ins, and click the Add button.

Customize QAT

Press OK and the Add-Ins button appears on the QAT. It doesn’t look like much, just a greenish round button, but if you mouse over it, you can see the Add-Ins tooltip.

Customized QAT

If you remember the Excel 2003 accelerator keys, you know an easy way to open the dialog. Excel 2007 honors Excel 2003’s Alt-key menu shortcuts. In Excel 2003, you would hold Alt and press T for the Tools menu, then I for the Add-Ins command. In Excel 2007, therefore, you can hold Alt and press T then I (Alt-T-I) to quickly open this dialog.

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Comments

I welcome comments from my readers. If you have an opinion on this post, if you have a question or if there is anything to add, I want to hear from you. Whether you agree or disagree, please join the discussion.

Read the PTS Blog Comment Policy.


Comment from Tim Mayes
Time: Thursday, August 21, 2008, 1:53 am

Jon, what this that Excel icon that is sitting just to the left of the Home tab? This is the first time that I can recall seeing that.

While I’m here, what are those three add-ins that you have obscured in the picture. I’m guessing some kind of top-secret “Excel 2003 Charting Tools” add-in that you are developing to get around the new charting engine. :-)


Comment from Jon Peltier
Time: Thursday, August 21, 2008, 8:53 am

If you have the Show All Windows in Taskbar option unchecked (Office menu > Excel Options > Advanced > Display), this icon appears when a workbook is open and maximized. It essentially serves as the icon on the top left of the workbook’s title bar when the workbook window is maximized.

IMO the Show All Windows in Taskbar option should always be turned off. Why clutter the taskbar with a dozen Excel icons? One is enough.

And the obscured items in the add-ins list are utilities I’ve developed for clients. There’s nothing else really top secret in the works. Enhancements to existing utilities,which so far are still free, and one or two new things, including a really cool error bar utility that gets around how bad the Excel 2007 UI is for adding them (and it also improves a bit on Excel 2003).


Comment from Tim Mayes
Time: Thursday, August 21, 2008, 12:31 pm

Interesting. I hate not having all windows showing in the Taskbar, so I leave that option checked. Typically, I will have at most 3 workbooks opened at once and I tend not to run more than 3 or 4 applications at a time. So, it works for me. I can see the advantage when you have lots of workbooks open.


Pingback from Excel links of the week - weekend without wire [Aug 26] | Pointy Haired Dilbert - Chandoo.org
Time: Tuesday, August 26, 2008, 11:45 am

[...] How to Install add-in : Microsoft Excel 2007 [...]


Comment from AdamV
Time: Tuesday, August 26, 2008, 7:25 pm

“Excel 2007 honors Excel 2003’s Alt-key menu shortcuts”

Well, most of them.
Some are broken in all Office 2007 suite, not just Excel.
Annoyingly, ALT-F-V (print preview) is gone, and ALT-F-I goes to options instead of document properties. I use these two a lot and keep getting the wrong thing. Grrr…
Must retrain fingers to do strange contortions (ALT-F-W-V, or F-E-P respectively)

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