Installing an Add-In in Excel 2007
by Jon Peltier
Wednesday, August 20th, 2008
Peltier Technical Services, Inc., Copyright © 2010.
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.

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

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.

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.

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

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

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.

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.
Related Posts:
- Installing an Excel Add-In
- How To: Assign a Macro to an ActiveX Control
- Error Bars in Excel 2007 Charts
- Custom Error Bars in Excel Charts
- How To: Assign a Macro to a Button or Shape
- AutoFilter Tricks
- Build an Excel Add-In 6 – Interface for 2003
- Enhanced Export Chart Procedure
- How To: Assign a Macro to a Toolbar or Menu
- Dynamic Chart using Pivot Table and VBA
Posted: Wednesday, August 20th, 2008 under Excel 2007.
Comments: 65
Comments
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)
Comment from Anonymous
Time: Monday, January 5, 2009, 3:09 am
thanks!
Comment from Dave
Time: Tuesday, January 20, 2009, 10:24 am
Can I get the ability do make control charts with an add in or do I have to have SPC Excel?
Comment from Jon Peltier
Time: Tuesday, January 20, 2009, 11:46 am
SPC For Excel has much broader capabilities than simply making control charts. It handles a wide range of statistical processing.
However, for making simple control charts, you can use plain old Excel line charts, as I’ve descibed on my web site in Run Chart with Mean and Standard Deviation Lines and on this blog in Introducing Control Charts (Run Charts) and Use a Chart to See Patterns in Your Data.
Comment from Ross Culver
Time: Monday, March 2, 2009, 11:57 am
Jon, do you have any information on deploying com addin’s? I have several com addin’s created in Visual Studio 2K5. I’ve created a setup project and installed it on an XP test machine. The setup includes the necessary registry entries and the addin appears in the Com Addin’s list in Excel, but I cannot activate them. I can select them, but after selecting they are not available and reviewing the addins again still shows them to be inactive.
Thanks.
Ross
Comment from Jon Peltier
Time: Monday, March 2, 2009, 12:06 pm
Ross -
I have no experience with creating and deploying COM add-ins. My first steps would be to Google for COM add-ins and VS2005, and see where that gets me.
Comment from LA_Excel
Time: Thursday, March 12, 2009, 4:56 pm
This looks pretty straightforward. Will give it a go. BTW – following the Screen shots is really easy .
Comment from Jon Peltier
Time: Thursday, March 12, 2009, 5:12 pm
A screen shot is worth a thousand words.
Comment from hp
Time: Tuesday, March 24, 2009, 10:08 am
thanks a lot..it helped a lot!.
Comment from Diana
Time: Monday, May 18, 2009, 7:38 am
Thank you so much! I am so grateful for this information…saved me oodles of time while working toward a project deadline!
Comment from Mak
Time: Sunday, July 12, 2009, 8:55 pm
G’day John!
Do you have any idea how to add more commands to the Excel 2007 Ribbon. I wanna add a hyperlink to a file.
Cheers
Mak
Comment from Jon Peltier
Time: Sunday, July 12, 2009, 9:24 pm
Mak -
Well, there’s that sad little excuse for a toolbar, called the QAT, stashed up in the title bar. You could try adding your command there. Otherwise you could hack together some XML, which isn’t too hard, but there’s a bit of a learning curve.
Comment from Mak
Time: Monday, July 13, 2009, 7:39 pm
Thanks for the info, Jon.
I got another problem I believe.
I wanna merge columns I to M into N, but there are some date and time formats. The excel merges the columns but wont preserve the date and time format. Can you plz help me fixing it?
I J K L M FORMULA
2009-5-14 T 00:00:00 + 00:00:00 39947T0+0
FORMULA at N7=(I7&”"&J7&”"&K7&”"&L7&”"&M7)
Thanks,
Mak
Comment from Mak
Time: Monday, July 13, 2009, 7:54 pm
OMG – I got thet just sorted out from a forum thread on Microsoft.
I needa use TEXT formula to do the things.
Thanks anyways.
Comment from Jon Peltier
Time: Monday, July 13, 2009, 8:35 pm
The SEND button is a wonderful teacher, isn’t it?
Comment from MS Project Training
Time: Wednesday, August 19, 2009, 7:31 am
After 30 minutes of trying various options in the new interface your page has just saved me looking silly in the face of a delegate’s question! Hehe. Many thanks.
Comment from Anthony
Time: Wednesday, September 16, 2009, 11:20 pm
I can’t say how much this shortcut add-in has helped optimize my data analysis — in my field error bars are a necessity. Things were so much easier in Office 2003 – but this shortcut makes adapting to Office 2007 SO much easier for me.
Thanks for taking the time, I truly appreciate your work.
ajp
Comment from kim
Time: Wednesday, September 23, 2009, 2:24 pm
Hi there,
Does anyone know how to add-in ASAP utilities as one of the tab on the tool bar? When I first downloaded it, it showed up on a blank worksheet. After I close this blank worksheet, it just disappeared. It shows up in the add-in, but when I clicked and “OK” it didn’t do anything. :( ;(
Comment from Jon Peltier
Time: Wednesday, September 23, 2009, 3:29 pm
Kim – Did you run the setup.exe file? This should install all the commands in the appropriate tab/menu configuration.
Comment from kim
Time: Wednesday, September 23, 2009, 3:35 pm
Hi Jon,
Thanks so much for your advice. I called my IT guy, don’t know what he did but he fixed it.
While waiting for my IT guy, I found a different approach for sort by color in Exel 07.
What do you think of the Custom sort/Sort by cell color?
Comment from Jon Peltier
Time: Wednesday, September 23, 2009, 7:02 pm
Kim – I know Excel 2007 introduced the ability to sort by various formatting, but I haven’t used it yet.
Comment from kim
Time: Wednesday, September 23, 2009, 7:18 pm
Oh yeah, Jon, I had no ideas how easy it is to use Custom Sort/Sort by Cell color in Excel 2007. For 200, I guess there’s no other way around it but using ASAP Utilities or similar custom function.
Comment from Teresa Johnson
Time: Saturday, October 24, 2009, 3:06 am
I’m having a problem downloading an Add-In for Excel. I put my disc in and click on the Add-In, it downloads to Programs but it is not in the upper left hand corner of my Excel spreadsheet when I open it. I have even done a search for it and it says it isn’t anywhere on my computer. I have even looked in the Add-Ins. What am I doing wrong?
Comment from Jon Peltier
Time: Saturday, October 24, 2009, 9:30 am
Teresa -
What is the add-in? What is the name of the file in Programs? Is it an exe file that needs to be executed?
Comment from Rob
Time: Saturday, December 5, 2009, 11:20 pm
Thanks so much for the error bar add-in for Excel 2007! I really appreciate it – it was really frustrating before and now you are saving me so much time when I am making graphs for my research and school. Your add-in works great. Thanks, Jon!
Comment from Kanal Arıza
Time: Friday, December 11, 2009, 8:31 am
thank you:)
Comment from Tyler
Time: Tuesday, December 15, 2009, 11:20 am
Hi Jon, I’m having a problem with the add in. I followed all of the instructions to install the file and when I open Excel it shows that each time the add on savedbf is checked in the add on list, but I don’t understand how to actually use the function of the add-in. I had assumed it was going to add a option in Save as that said Save as file type .dbf or something of that sort but that wasn’t amongst the list of choices. And there is a file save as type Excel addin or Excel 2003-97 add in type but from what I gather thats to actually save a add in.
So is there some kind of button to actually convert the file to a dbf file that i have to add to the tool bar. I’m new to using add-ins with excel because 2003 has always met my needs. Any advice would be greatly appreciated!
Thanks!
Comment from Jon Peltier
Time: Tuesday, December 15, 2009, 11:36 am
Tyler -
I’ve never heard of that add-in. You have to contact the producers of the software to see how it’s supposed to work.
Comment from chrisham
Time: Sunday, February 21, 2010, 12:11 am
Jon, I have created an Add-in, but the Add-in works on the basis of the database that is stored on the worksheet. So its essential that the worksheet containing the database is always open.
I would like to forward this as a stand-alone add-in, how do I create this as an add-in and have the database accompany it.
Currently I have seen that if I save it as a .xlam file and install it as add-in the Tab Buttons and macros are made available, but the database does not get installed.
Any advice here?
Comment from Jon Peltier
Time: Sunday, February 21, 2010, 12:49 am
Chris -
Instead of making a separate add-in, you could put the code into the workbook that contains the database.
Alternatively, you could disable the buttons and macros if the database is not open, and show a message reminding the user to open the database.
Comment from Angus
Time: Tuesday, March 9, 2010, 12:01 pm
Hi Jon, thank you for this extremely easy to follow instructions! However, when I go through the steps, the Add-In called “Analysis ToolPak” always appears in the list of “Inactive Application AddIns” (3rd figure above). I have restarted the Excel several times, but to no avail. When I look at the checklist of AddIns, “Analysis ToolPak” is checked as in Fig 4 above. What am I missing?
More importantly, I cannot plot frequency chart which I thought I’d be able to do when I installed this AddIn.
Comment from Blue Pecan Computer
Time: Tuesday, March 9, 2010, 12:59 pm
Nice that you create your own ribbons in 2010 for this kind of thing
Comment from Jon Peltier
Time: Tuesday, March 9, 2010, 1:34 pm
Angus -
Strange behavior. I just tested on my computer and it works as expected. What if you uncheck Analysis Toolpak in the list of addins, restart Excel, then check it again?
Comment from Sonja
Time: Monday, March 22, 2010, 8:00 am
How do you install an add-in? I went through all the steps, but do not see this add-in being shown in the Add-Ins tab. After installing, do I need to shut down Excel and restart?
Comment from Jon Peltier
Time: Monday, March 22, 2010, 9:19 am
Sonja -
When you browse and select an add-in, it should then appear on the list, with a checked box in front of it. Did this happen?
There is no need to restart Excel to use an installed add-in. If Excel does not close normally, though, it doesn’t remember any add-ins that were installed during that session.
Comment from Shayne
Time: Sunday, March 28, 2010, 9:37 pm
I am trying to create an addin for distribution in Excel 2007 within my company. I have a spreadsheet with VBA code that works very well. The procedures reformat data after a paste into excel from MSSQL in a certain way that my team would like to use in their work. I don’t think the routines themselves are my problem since they work fine in the .xlsm file and I can assign hot keys etc. But when I save the file as an .xlam file and ensure that the addin is available, none of the functions or sub routines are available. What I am doing wrong? I can see all the code when I press Alt-F11. Excel just won’t show them to me under Macros or on the Add-In tab.
Comment from Jon Peltier
Time: Monday, March 29, 2010, 6:12 am
Can you run the code from the VBE?
Comment from Shayne
Time: Monday, March 29, 2010, 1:00 pm
Yes – everything seems fine from VBE.
Let me give you the simplest example of my misunderstanding. I have a macro:
Sub MyMacro()
MsgBox (“Hello”)
End Sub
This macro is located in the “ThisWorkbook” object of the “MyMacro.XLSM” file in the VBE. In Excel I can see the “MyMacro” macro in the Macros list under the View tab when I have this spreadsheet open. I can assign a hotkey to it like Ctl+j.
Now I want to save this file as an add-in. I select “Save As…” from the file menu. I select “Excel Add-in…” from the file type and save it to the “…Roaming\Microsoft\AddIns\” directory as “MyMacro.xlam”. I go to options in Excel and follow the process of enabling the new “MyMacros” add-in in the AddIns dialog box, checking the box next to “MyMacro” and closing and restarting Excel. After restarting I go back to options and see “MyMacro” listed under “Active Application Add-ins”.
However, I can not invoke the routine “MyMacro”. I can’t see it under macros on the View tab. I can not assign a hot-key to it. What am I doing wrong? I am missing a step that I can’t find explained anywhere.
Thanks for your help!
Comment from Jon Peltier
Time: Monday, March 29, 2010, 6:15 pm
Is the installed add-in fine from the VBE?
Comment from Craig
Time: Monday, April 12, 2010, 12:41 pm
I seem to have exactly the problem that Shayne described. A small test macro, saved as an add-in, shows up in the add-ins check list window but, so far as I can tell, nowhere else. I can run it from the VBE.
Regards,
Craig
Comment from Jon Peltier
Time: Monday, April 12, 2010, 7:16 pm
Craig -
Shayne’s using Excel 2007, what about you?
Do either of you have any interface elements? Have you created a button that loads onto a menu, toolbar, or ribbon tab?
Comment from Shelly
Time: Tuesday, April 13, 2010, 2:04 pm
After you install the add-in, and now you want it to work…how do you get it to open. I installed XY Chart labeler 7.0, expecting it to help me work on a time line, and I have no idea where to make it work.
Comment from Jon Peltier
Time: Tuesday, April 13, 2010, 6:16 pm
Shelly -
After you select a chart, go to the Tools menu. At or near the bottom you’ll see a new item, XY Chart Labels, which opens a submenu. On the submenu are commands to add or move labels.
In Excel 2007 the XY Chart Labels item is on the Add-ins tab.
Comment from Lyn
Time: Thursday, April 22, 2010, 2:38 am
Hi Jon. Have just started using Office 2007. I have saved an Excel document to Add-ins by error. Was wondering how to retrieve/view/copy this file?
Comment from Jon Peltier
Time: Thursday, April 22, 2010, 6:20 am
Lyn -
Don’t panic. If you don’t still have the xls (xlsm/xlsx) version of the file, open the add-in (like you would open any other file). Go to VB Editor, find add-in in the Project Explorer window, click the + to expand it, and click on ThisWorkbook. In the Properties window, change IsAddIn property to false. Now workbook is visible in Excel window. Save as the appropriate file type.
Comment from Lyn
Time: Thursday, April 22, 2010, 6:29 pm
That was all a complete foreign language to me..but in and out of microsoft sites excetera to translate this information I have managed somehow to retrieve the file.. I am very grateful to you Jon
Thanks Lyn
Comment from Donna Ogle
Time: Tuesday, April 27, 2010, 11:22 am
Can I add Microsoft Streets & Trips 2010 as an Excel 2007 Add-in?
If so please walk me through it.
Comment from Jon Peltier
Time: Tuesday, April 27, 2010, 10:02 pm
Donna – I don’t know about that. I thought S&T was a separate application.
Comment from Anonymous
Time: Thursday, May 13, 2010, 8:21 pm
I have created a public function and saved the excel file as an add in, I can open a new excel file and type the function into the cell and it works. However, I noticed that when I start typing the function name in the cell the drop down menu shows up with other functions but my function does not show up in the list. Is there a way to make the function show up in the drop down list? This would be nice if you have several functions made and you can’t quite remember what the name is, but as you start typing it you can find it on the list and click on it. All of the preloaded functions work this way, is it possible for a user defined function to work this way? Thanks.
Comment from patrick telhomme
Time: Thursday, June 3, 2010, 12:54 pm
I cannot add the add in button ont the QAT bar.. i get an error message
tittle : Microsoft Visal Basic
inside is a x button and a ok button and help button
and cannot close thi message box ! i have to use end task program to close it and close the 2007 excel file.
Comment from Jon Peltier
Time: Thursday, June 3, 2010, 1:55 pm
Make sure you have all of the latest service packs installed (Excel 2007 is up to SP2). Also you might benefit from running the diagnostics: Click the Office button in the top left, click Excel Options, then Resources, and finally Diagnose.
Comment from devraj
Time: Wednesday, June 9, 2010, 12:49 am
Hi there,
How do I add an add-in without a digital signature?
Each time I open excel a message comes up stating that the add-in has no signature.
Comment from Jon Peltier
Time: Wednesday, June 9, 2010, 7:10 am
Devraj -
Your security settings may be causing this. Click the big round Office button, then Excel Options. Click Trust Center, then Add-Ins. Is the top box checked? Uncheck it, and your add-ins will not require a cert to run.
Comment from Priscila
Time: Tuesday, June 15, 2010, 12:02 pm
It has been so frustrating in installing add-ins in microsoft excel. This really helped me installing in excel 2007. How about excel 2003?
Comment from Jon Peltier
Time: Tuesday, June 15, 2010, 7:12 pm
Priscila – See Installing an Excel Add-In for 2003 and earlier.
Comment from Donna
Time: Wednesday, July 14, 2010, 12:38 pm
I thought somebody on here had had something disappear; we’re trying to change the font color and our font has just disappeared.
Comment from Brian
Time: Monday, July 26, 2010, 8:22 pm
Jon,
I read one of your earlier posts about using Solver in a macro. Very helpful! I am trying to have a macro that runs multiple Solver runs in sequence. Solver is already selected as an add-in in Excel for me, since I recorded the macro.
Unfortunately, I get this error message (Compile error: Sub or function not defined) and SolverReset is highlighted in the VBA debugger window. I saw in your earlier post that I have to add a reference to Solver in VBA, but I go to the Tools menu, and References is all grey. Have you come across that?
Thanks,
Brian
Comment from Jon Peltier
Time: Tuesday, July 27, 2010, 7:53 am
References will be gray if you haven’t stopped the code. I suspect it’s also gray if the active project is protected, but that’s not the case if you see which line had the error.
Comment from Brian
Time: Tuesday, July 27, 2010, 8:30 am
Jon,
Well, it was that easy. I restarted Excel, didn’t run the macro, and the References option was no longer in gray. It’s embarrassing how long I stared at that last night…
Thanks,
Brian
Comment from nikhil
Time: Friday, July 30, 2010, 12:10 am
I am not able to run one addin after i have downloaded it from one crack site which is digdb excel addin. It is giving me error compile error cannot find project or library\
i have checked reference in tools option no missing link there, also addin has been included in excel 2007 options. Pls tell me what i can do to work this addin
Comment from Jon Peltier
Time: Sunday, August 1, 2010, 9:18 am
Nikhil – You want help with an add-in from a warez site? Purchase an official copy, and use the author’s customer support.



















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