Setting up your Model for Excel Add-in Use

While end users need to download and install the Excel Add-in to work within Excel, Models themselves must be prepared before they can be used.

To ensure a Model can be accessed via the Excel Add-in, the following conditions must be met:

1. Create an Application

Each Model that will be accessed via Excel requires an active Application to be created within its instance.

Refer to Creating an Application for setup instructions.

2. Add the User as a Contributor

Within the Application, the user must also be explicitly included as a Contributor.

See Contributors for details.

Adding a user as a Contributor ensures that security rules (such as Cube or Element access restrictions) are enforced consistently, even when working through Excel.

3. Common Error Without an Application

If no Application exists for the Model, and a user attempts to run MODLR Excel Add-in functions, the following error will be displayed:

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By completing the above setup steps, your users will be able to access Models securely through the Excel Add-in.