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OpenBB/website/content/excel/getting-started/installation.md
montezdesousa 00febe1942 Docs/excel examples (#5920)
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Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2024-01-08 11:53:05 +00:00

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Installation 1 This page presents the general requirements and the steps to install the OpenBB Excel Add-in. The OpenBB Excel Add-in is available on Windows, Mac, and Excel on the web. It can be installed by an administrator or by individual users.
Microsoft Excel
Add-in

Requirements

The OpenBB Excel Add-in is available on the following platforms:

  • Windows (Microsoft 365)
  • Mac (Microsoft 365)
  • Excel on the web

Installation

The OpenBB Excel Add-in is available on the Microsoft AppSource. It can be installed by an administrator or by individual users.

Individual user

  1. Open Microsoft Excel.
  2. Click the Insert tab.
  3. Click Get Add-ins.
  4. In the Office Add-ins dialog box STORE tab, search for OpenBB and select the add-in.
  5. Click Add.

Note: If you are using Excel on the web replace steps 2-3 with Home > Add-ins > More add-ins.

Administrator

  1. Go to Microsoft 365 admin center.
  2. Click Settings > Integrated apps.
  3. Click Get apps.
  4. Search for OpenBB and select the add-in.
  5. Click Get in now.
  6. Go through the deployment wizard to complete the installation.