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Install Excel Add-in

Use the Excel Add-in to extend SEI reporting and analytics directly into Microsoft Excel. The Add-in must be installed separately on each user’s Windows workstation. Download the appropriate installer for your environment, then follow the steps below to complete setup.

To install the Add-in, locate your installation folder and run either Nectari Excel Add-in.exe or SEI Excel Add-in.exe depending on your product name. Then follow the following steps.

Installation steps​

  1. Close all open instances of Microsoft Excel.
  2. Run the Nectari/SEI Excel Add-in setup and click Next.
  3. Select the installation language, then click Next.
  4. Accept the license agreement by selecting I accept the terms in the license agreement, then click Next.
  5. Choose the folder where you want to install the Excel Add-in.
  6. Select the application type:
    • Single-tenant: Use if your SEI Server is in single-tenant mode.
    • Multi-tenant: Use for multi-tenant servers. If selected, enter the default web server URL that Excel Add-in should access for SEI.
  7. Click Install and wait for the process to complete.
  8. When finished, the Setup dialog displays a confirmation. Click Exit to close the wizard, or Save logs to store and view installation logs if needed.

Configure Excel Add-in​

note

Only required for product versions earlier than Version 2024 Release 3.

  1. Open Microsoft Excel.
  2. Click the File tab, then select Options.
  3. Go to the Add-ins section, then click Go.
  4. In the Add-ins dialog, if SEI Add-in for Excel is not listed, click Browse and and locate the add-in file in either:
    • C:\Program Files\Nectari\Nectari Excel Add-in or
    • C:\Program Files\SEI\SEI Excel Add-in.
  5. Select SEI Add-in for Excel, then click OK.
  6. Back in the Excel Options dialog, select Trust Center.
  7. Click Trust Center Settings, then Add new location.
  8. Enter the installation location shown above and click Ok three times to complete setup.