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Installing Peltier Tech Charts for Excel

Friday, November 16, 2018 by Jon Peltier
Peltier Technical Services, Inc., Copyright © 2019, All rights reserved.
 

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, PeltierTechCharts30A.zip or PeltierTechCharts30B.zip, which contains:

  • PeltierTechCharts30A.xlam or PeltierTechCharts30B.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.

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

    %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.

Unblock add-in workbook in Windows

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.

Back to Documentation Index

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Posted: Friday, November 16th, 2018 under .
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Peltier Tech Charts for Excel

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