Installation Instructions for Excel 2007

Download spreadsheets

Download Spreadsheets

When you click the Download button, a File Download window will open; choose Save to store the files on a convenient folder on your PC. Note: If  you receive a standard warning about the danger of downloading files from un-trusted sources, please be aware that we take every precaution to ensure our software is virus-free.

The download screens will vary slightly depending on your browser version and operating system. Selecting Save normally saves the file to your Download folder. Selecting Save As gives you the option to choose a different folder.

Open Folder

Open Folder

Once the download has finished, click Open Folder to open the folder where the download has been saved.

Unzip the Download Folder

Unzip the Download Folder

The Controller Series files are compressed to reduce their size for downloading. Before you can use them they must be returned to their original size. This is called extracting or unzipping the file. To extract the file (unzip), right click the folder you have just downloaded and choose Extract All. Once the file is unzipped it is ready for use. PLEASE DO NOT OPEN IT UNTIL YOU HAVE CONFIGURED EXCEL.

Configure Excel 2007

Configuring Excel

Corporate Editions of the Controller Series use macros and VBA programming code. Excel's macro security needs to be configured to allow the macros and code to run.

Start Excel with a blank workbook open and select the Microsft Office Button from Excel's menu.

Configure Excel 2007

Configuring Excel

Select the Excel Options.

Configure Excel 2007

Configuring Excel

Select the Trust Center.

Configure Excel 2007

Configuring Excel

Select the Trust Center Settings.

Change Macro Settings

Change Macro Settings

We recommend you select Disable all macros with notification. This means you will be asked each time you open an Excel workbook that contains macros whether you want to Disable or Enable the macros. Also check the option Trust access to the VBA project model.

Update Trusted Locations

Update Trusted Locations

Add the folder where the downloaded spreadsheets are stored to your trusted locations.

Install Add-Ins

Install Add-Ins

Our financial spreadsheets make use of advanced functions in Excel's Analysis ToolPak and Solver Add-in. You need to check they are both installed and loaded into Excel. From the Excel menu select Tools / Add-Ins to open the Add-Ins window.

Note: If you're asked for the Excel installation CD, it's because the Add-Ins weren't originally installed along with Excel. Before you can use an add-in, you must first install it on your computer and then load it into Excel.

Open Spreadsheet

Open Spreadsheet

Congratulations, you're know ready to go! Simply open the spreadsheet like any other Excel file. From the Excel menu, select File / Open and select the Controller Series file you have just downloaded.

Read the User Manuals to get started

User Manuals

Please invest a few minutes to read the User Manuals, it will save time in the long-run.