How to Install an Excel Add-in - Guide - Excel Campus
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How to Install an Excel Add-in – Guide

What’s an Excel Add-in File?

An add-in file is an Excel file that contains macros (code) and has the extension “.xla” or “.xlam” (2007 and later). When opened, the worksheets in the file are hidden and the macros are typically accessed through buttons that are added to the toolbar or ribbon. Once installed, an add-in will automatically open every time Excel is opened.

Installation

Here is a video that walks through how to install the add-in.

Please see my video below on how to add the add-in’s folder location to the Trusted Locations list.  This is now a critical step due to a July 2016 Office Security update.

Installing the add-in is pretty easy, and should only take a few minutes.

  1. Save the add-in file to your computer.
    – Pick any folder on your hard drive that is easy for you to find.
    – My suggestion is to create a folder named “Excel Campus” and place it in your Documents folder.
  2. Open Excel and go to the Options Menu.
    – This varies depending on your version of excel.
    – 2007 – Office Button > Excel Options
    – 2010 & 2013 – File > OptionsExcel Options Menus 2007 2010 2013 2016
  3. Click the “Add-Ins” option on the left-side menu, and then click the “Go…” button.
    – You may have to wait a few seconds for the window to appear.Excel Options Add-Ins Menu
  4. Click the “Browse…” button on the Add-Ins Menu.Browse for Excel Add-ins
  5. Locate the add-in file you saved in Step 1, and click OK.Select Excel Add-in File
  6. The Add-in will appear in the list and should be enabled, click OK.Enable Excel Add-in
  7. Installation Complete (almost) – The add-in is now installed.  However, there is now an additional step due to an Office Security Update in July 2016. Please see the section below for instructions.

Trust the File Location

Important Note: There is one additional step to this installation due to an Office Security Update released in July 2016.  Here is a video that explains it in more detail.

The folder that the add-in file is saved in needs to be added as a Trusted Location in Excel.  The instructions on how to trust the folder location are below.  I also have an article and video that describes this issue in more detail.

  1. Open the Excel Options menu
    1. File > Options
      Excel Options Menus 2007 2010 2013 2016
  2. Open the Trust Center menu and Add a new location
    1. 1. Trust Center > 2. Trust Center Settings… > 3. Trusted Locations > 4. Add new location.
      Add New Trusted Location Folder in Excel
  3. Browse for the folder that you saved the add-in file in.
    Add Trusted Location Folder
  4. Press OK, the folder should now appear in the Trusted Locations list.
    Trusted Location Added for Documents Folder
  5. Press OK on the Trust Center and Excel Options menu to close the menus.
  6. The add-in is now in a trusted location and the XL Campus tab will appear every time you open Excel.

Unblock the File

Some users still have issues with the add-in’s ribbon disappearing after trusting the folder location.  If this happens to you, you will need to Unblock the file by changing a file property.

  1. Locate the Add-in file (.xla, .xlam) in Windows Explorer.
  2. Right-click the file and select Properties.
  3. At the bottom of the General tab you should see a Security section.  Check the box that says Unblock.
    Security Unblock Property for Excel Add-in - Ribbon Disappears
  4. Press the OK button.
  5. Close Excel completely and re-open it.  The add-in should now load and any custom ribbons will appear.

You will only need to do this unblock one time.  However, if you download an updated version of the file then you will have to repeat the steps above to unblock it.

Hopefully these additional security steps will be fixed in a future update to Office.  If you completed all the steps above then you should see the add-ins ribbon tab load every time you open Excel.

Download PDF

Installing An Excel Add-in - Guide (672.2 KB)

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Jon Acampora
 

Welcome to Excel Campus! I am excited you are here.
My name is Jon and my goal is to help you learn Excel to save time with your job and advance in your career.
I’ve been an avid Excel user and VBA developer for 10+ years. I am also a Microsoft MVP.
I try to learn something new everyday, and want to share this knowledge with you to help you improve your skills. When I’m not looking at spreadsheets, I get outdoors and surf. :) more about me

Click Here to Leave a Comment Below 11 comments
Victor Walser - May 31, 2017

Thank you very much and its beautiful page,we liked it.

Reply
Tererai Muridzo - November 6, 2016

Hi Jon

Thanks for the add in .We have been looking for a way to summarise our Debtors Information and this has been quite helpful.We have also combined this with vlook up and with your permission can send you so that you can also share with others

Regards

Tererai

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Le Vo Phi Vu - June 3, 2016

Sorry, I used Excel on Macbook, how i add-ins your file in excel, i can’t find out excel option.
Thank

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sayeed - May 23, 2016

how can i install xl campus tool ?

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sumyat - January 25, 2016

Like

Reply
VED - December 29, 2015

Thank u very much for great knowledge & useful tips

Reply
Eric - October 30, 2014

how do i get the add-in file am saving in step 1 which is later referred to in step 5?

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