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How to Install the Excel Add-In

Getting the YCharts Add-In set up in Excel just takes a few simple steps.

Requirements

  • Windows XP or newer
    • Our Add-In is not compatible with Mac computers
  • Microsoft Office 2007 or newer
    • Our Add-In is not compatible with Google Sheets or the online version of Microsoft Office

Installation Steps

  1. Head to the Excel page on YCharts
  2. Save and close out of any open Excel spreadsheets
  3. Choose either the 32 bit or 64 bit Add-In version.
    1. Don't know which version of Excel you're running? Click here for steps on how to find out. 
  4. Select Download Excel Add-In. This should then run the installation wizard. 
  5. Once the installation is complete, open Excel. You should see a YCharts tab added to your ribbon. 
    1. If the YCharts tab is not there, try opening the Add-In manually
  6. Copy the Access Key found on the Excel page and enter it into the Access Key section on the YCharts tab of Excel and then click 'Login'
  7. You should now be successfully logged in and ready to use the Add-In!