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What is an Excel Add-in ?

 
 

An add-in is a program that can be attached to Excel to give it additional functionality.

 
 

Once an add-in has been installed its functionality is available from any workbook.

 
 

An Excel add-in has the file extension (".xla") and is a workbook that is always open when Excel is open.

 
 

Any workbooks that have been converted to add-ins will have their worksheets hidden.

 
 

Add-ins are specific to a particular application. Excel add-ins are specific to Excel and cannot be used with any other application.

 
 

The (Tools > Add-ins) dialog box will list all the Excel add-ins that are currently available and any that are ticked are currently installed.

 
 

Excel has several add-ins that come as standard and these can be found in the following locations:

 
 

Excel 2003 - C:\Program Files\Microsoft Office\Office11\Library\

 
 

Excel 2002 - C:\Program Files\Microsoft Office\Office10\Library\

 
 

Excel 2000 - C:\Program Files\Microsoft Office\Office\Library\

 
 

Excel 97 - C:\Program Files\Microsoft Office\Office\Library\

 

 

What can an Excel Add-in do ?

 
 

Add-ins are used to distribute macros and provide an excellent way of increasing the power and functionality of Excel.

 
 

You can include anything in an add-in that can be written in code.

 
 

Some of the most common uses are listed below:

 
 

1) User defined (or custom) worksheet functions can be written to help simplify your formulas.

 
 

2) Toolbars and the Menu bar can be customised. Commands can be removed and new ones added.

 
 

3) Shortcut Menus can be customised. Commands can be removed and new ones added.

 
 

4) Databases can be connected to and data can be extracted or imported.

 

 

Using Excel Add-ins

 
 

There are an enormous number of third party Excel add-ins available. The majority are FREE to download from web sites.

 
 

Be aware that the more add-ins you have installed, the longer Excel will take to open.

 
 

It is worth selecting (Tools > Add-ins) and clearing the check boxes of any add-ins that you do not use.

 

 

Advantages of using an Add-in

 
 

Your custom worksheet functions will not have to be preceded by the name of the workbook when you use them in your formulas.

 
 

An add-in is easier to distribute and share than a workbook.

 
 

Add-ins can be placed in the Excel start up directory meaning that they are loaded automatically when Excel is opened.

 
 

If you are the only user of an Excel add-in then the VBA code can be easily edited and saved without the need to open or save extra workbooks.

 
 

The Visual Basic code contained in an add-in can be compiled before the workbook is saved. Code in a normal workbook is not compiled until the code is run for the first time. Therefore Visual Basic code contained in an add-in can run slightly faster.

 
 

Any event handling procedures cannot be bypassed by using the Shift key. This ensures that an add-in is always initialised.

 
 

An add-in is almost invisible to the user, especially if you add a command to an existing drop-down menu. This may be more appropriate for inexperienced users that could get confused by having to open up additional workbooks.

 

 

Excel 2003 - Add-ins supplied

 
 

Analysis ToolPak - This provides additional worksheet functions and data analysis tools. For more details about this add-in, please refer to the Analysis ToolPak section.

 
 

Analysis ToolPak - VBA - This allows you to use the additional worksheet functions and data analysis tools directly from your Visual Basic code.

 
 

Conditional Sum Wizard - This creates formula using the SUM and IF functions. This lets you quickly create formulas that are only calculated under specific conditions. For more details about this add-in, please refer to the Conditional Sum Wizard page.

 
 

Euro Currency Tools - This allows conversions from the individual member currencies to Euros or to another member currency at the official prescribed exchange rates. For more details about this add-in, please refer to the Euro Currency Tools page.

 
 

Internet Assistant VBA - Allows developers to publish Excel data to the web. When this add-in is installed an additional "Save as HTML" command appears on the (File) drop-down menu. For more details about this add-in, please refer to the Internet Assistant VBA page.

 
 

LookUp Wizard - This creates formula using the INDEX and MATCH functions. This makes the construction of lookup formulas easier and faster to illustrate how these are constructed. For more details about this add-in, please refer to the Lookup Wizard page.

 
 

Solver - This can be used to help optimise a formula based on constraints of its precedent cells. For more details about this add-in, please refer to the Solver Add-in page.

 

 

Excel 2002 - Add-ins supplied

 
 

Access Links - For use with Microsoft Access, creates forms and reports linked to data in Excel. Requires Microsoft Access to be installed on your PC. For more details about this add-in, please refer to the Access Links page.

 
 

Analysis ToolPak - see above

 
 

Analysis ToolPak - VBA - see above

 
 

Conditional Sum Wizard - see above

 
 

Euro Currency Tools - see above

 
 

Internet Assistant VBA - see above

 
 

LookUp Wizard - see above

 
 

Solver - see above

 

 

Excel 2000 - Add-ins supplied

 
 

Access Links - see above

 
 

Analysis ToolPak - see above

 
 

Analysis ToolPak - VBA - see above

 
 

AutoSave - This add-in will allow your workbooks to be saved automatically after a certain period of time. There are options as to whether to save all open workbooks or just the active workbook. If you find the prompting annoying it can be removed by pressing (Tools > AutoSave, "Prompt before saving").

 
 

File Conversion Wizard - This creates formula that sums only the items in a list that meets a specific criteria.

 
 

Integration Bookshelf - This supports a lookup and copy facilities to Excel from Microsoft Bookshelf application.

 
 

LookUp Wizard - see above

 
 

ODBC - This is short for Open Database Connectivity and allows you to connect to external data sources using ODBC drivers. Please refer to the SQL.REQUEST() page for more details.

 
 

Report Manager - This lets you define a number of reports that can contain various print ranges from within your workbook, different custom views and scenarios. Please refer to the Report Manager page for more details.

 
 

Template Utilities - This provides utilities used by spreadsheet solutions templates. This is loaded automatically when you use one of these templates.

 
 

Template Wizard - This helps you to create worksheet templates. When this add-in is installed an additional "Template Wizard" command appears on the (Data) drop-down menu. For more details about this add-in, please refer to the Template Wizard with Data Tracking page.

 
 

Web Form Wizard - This takes you through creating an HTML table from a range in an Excel spreadsheet.

 

 

Excel 97 - Add-ins supplied

 
 

Analysis ToolPak - see above

 
 

Analysis ToolPak - VBA - see above

 
 

AutoSave - see above

 

 

Things to Remember

 
 
  • Be aware that the more add-ins you have installed, the longer Excel will take to open. It is worth selecting (Tools > Add-ins) and clearing the check boxes for any add-ins that you do not use.

     
     
  • Any add-ins placed in your xlstart folders will be automatically loaded when Excel is opened.

     
     
  • The majority of add-ins will probably be protected which means that if you try to view the project in the Visual Basic Editor you will be prompted for a password.

     
     
  • You may need to run your setup installation again if you can't find a particular add-in in your (Tools > Add-ins) dialog box.

     

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