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* uppercase reference * fix name header * add tab title * remove reference excel folder * add to gitignore excel reference files --------- Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
50 lines
2.0 KiB
Markdown
Vendored
50 lines
2.0 KiB
Markdown
Vendored
---
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title: Installation
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sidebar_position: 1
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description: This page presents the general requirements and the steps to install the OpenBB Add-in for Excel. The OpenBB Add-in for Excel is available on Windows, Mac, and Excel on the web. It can be installed by an administrator or by individual users.
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keywords:
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- Microsoft Excel
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- Add-in
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---
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import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
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<HeadTitle title="Installation | OpenBB Add-in for Excel Docs" />
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## Requirements
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- The OpenBB Excel Add-in is available on the following platforms: Windows (Microsoft 365), Mac (Microsoft 365), Excel on the web.
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- Access to the OpenBB Terminal Pro. If you don't have access you can sign up for the waitlist [here](https://my.openbb.co/app/pro).
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## Installation
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<div style={{display: 'flex', justifyContent: 'center'}}>
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<iframe
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style={{width: '800px', height: '450px', display: 'block', margin: '0 auto'}}
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src="https://www.youtube.com/embed/Rn3M36H_6Cw?si=6PdxyssA21461hUr)"
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title="YouTube video player"
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frameBorder="0"
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allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share"
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/>
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</div>
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The OpenBB Excel Add-in is available on the [Microsoft AppSource](https://appsource.microsoft.com/pt-pt/product/office/wa200006381?tab=overview). It can be installed by an administrator or by individual users.
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### Individual user
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1. Open Microsoft Excel.
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2. Click the **Insert** tab.
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3. Click **Get Add-ins**.
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4. In the **Office Add-ins** dialog box **STORE** tab, search for **OpenBB** and select the add-in.
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5. Click **Add**.
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> **Note:** If you are using Excel on the web replace steps 2-3 with **Home** > **Add-ins** > **More add-ins**.
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### Administrator
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1. Go to Microsoft 365 admin center.
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2. Click **Settings** > **Integrated apps**.
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3. Click **Get apps**.
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4. Search for **OpenBB** and select the add-in.
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5. Click **Get in now**.
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6. Go through the deployment wizard to complete the installation.
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