Installing Peltier Tech Charts for Excel

Installing the Utility

Peltier Tech Charts for Excel is a standard Excel add-in, so it is installed following the standard add-in installation protocol. This protocol differs slightly among Excel versions.

1. Distribution Package

Peltier Tech Charts for Excel is distributed in a zip file, PeltierTechCharts40.zip, which contains:

• PeltierTechCharts40.xlam, the Excel add-in file;
• PeltierTechChartsEULA.txt, the end user license agreement; and
• PeltierTechChartsREADME.txt, a read-me file with installation and contact information.
• Peltier Tech Charts for Excel Sample Data.xlsx, an Excel workbook with sample data for all of the charts.

2. Add-In Directory

Create a new directory for which you have read and write access permissions.

In Windows, the most convenient location is the User Add-In Library:

    C:\Users\USERNAME\AppData\Roaming\Microsoft\AddIns

where USERNAME is the name of your Windows account, or this for short:

    %appdata%\Microsoft\AddIns

Any add-in stored in the User Add-In Library directory will automatically appear in the Add-Ins dialog without having to install it first, eliminating the need to browse to find it during installation. Also, the User Add-In Library directory can be made into a Trusted Location using the following protocol. Once the User Add-In Library is a Trusted Location, any add-ins can be installed from this location without having to be unblocked.

You may instead use any convenient folder for which you have read and write access permissions, such as

    C:\Users\USERNAME\Documents\Peltier Tech

or

    C:\Users\USERNAME\AppData\Roaming\Peltier Tech

On the Mac, there is no User Library, so use a convenient folder location like

    HD:Users:USERNAME:Documents:Peltier Tech

Unzip the files into this new folder.

3. Unblock the Add-In Workbook (Windows)

A Microsoft Windows Update for July 2016 causes Excel to block files created on another computer. The add-in will load successfully when it is installed, but when Excel is later restarted, it will not load the blocked file.

• Find the add-in file in Windows Explorer.
• Right click on the file and choose Properties.
• If this warning appears, check the Unblock checkbox:
  This file came from another computer and might be blocked to help protect this computer.
• Click OK.

Remember, if you receive an updated add-in workbook, you must unblock the updated workbook before it will open.

4. Installing in Excel for Windows

Use the following protocol to install the add-in in Excel 2010 or later:

• Click the File tab.
• Select Options.
• Click Add-Ins.
• Select Excel Add-Ins in the dropdown.
• Click Go…
• If you did not save the add-in in the User Add-In Library:
  • Click Browse… and locate the add-in file.
  • Click OK.
• Make sure the Peltier Tech add-in is checked.
• Click OK to return to Excel.

If the Developer tab is visible, the protocol is even easier:

• On the Developer tab, click Add-Ins in Excel 2010 or Excel Add-Ins in Excel 2013 or later.
• If you did not save the add-in in the User Add-In Library:
  • Click Browse… and locate the add-in file.
  • Click OK.
• Make sure the Peltier Tech add-in is checked.
• Click OK to return to Excel.

5. Installing in Excel for Mac

• Click Excel’s Tools menu.
• Select Add-Ins…
• Click Browse… or Select… and locate the add-in file.
• Click OK.
• Make sure the Peltier Tech add-in is checked.
• Click OK to return to Excel.

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