Excel Add-in
The Excel Add-in brings SEI directly into Microsoft Excel on Windows. Once installed, it adds an Add-ins tab to the Excel ribbon, giving you wizards and tools to build formulas, extract live data, create pivot tables, write data back to the source, and more. Everything connects to your Central Point and queries your published data models in real time.
If you work inside SEI directly, Workbooks is the browser-based alternative. It covers similar reporting needs but differs in accessibility, collaboration, and available features. See the side-by-side comparison to figure out which one fits your workflow.
When to use the Excel Add-in
- Build live reports in Excel without exporting data manually from your ERP or data model.
- Analyze data your way using Excel formulas, charts, and formatting on top of live SEI data.
- Write data back to the source for budgeting, forecasting, or planning workflows.
- Work offline without losing your progress, then sync when you reconnect.
- The Add-in must be installed on a Windows desktop running Excel 2016 or later.
- The data models you want to use must be published for Excel.
Features
Configurations
Wizards
Tools
Publish a data model
Before a data model shows up in the Add-in, an administrator needs to publish it from the Excel Publish page in SEI. Unpublished models won't appear in any Add-in dialog.
- Log in to SEI with an administrator account or a user with access to the Excel Publish page.
- From the navigation panel, select the gear icon to open Administration.
- Select Excel Publish.
- Check the box next to each data model you want to make available. Models are published automatically when selected.