Installing the CFP Add-in for Excel 365

Overview

To be able to work with the CFP Add-in for Excel 365, you first need to install the add-in in MS Excel. After having successfully installed the add-in, you can connect the add-in to your Lucanet database.

Installing the CFP Add-in for Excel 365

Proceed as follows:

  1. Open MS Excel (in your browser or locally).
  2. On the Excel ribbon menu, open the Home tab.
  3. Open the Add-ins drop-down menu and search for the Lucanet CFP Add-in for Excel 365.


    Searching for the add-in in MS Excel
  4. Click Add to add the add-in.

After the installation, the add-in is displayed as a new ribbon menu in MS Excel:

CFP Add-in ribbon menu in MS Excel
CFP Add-in ribbon menu in MS Excel
Connecting the CFP Add-in for Excel 365 to Lucanet

Proceed as follows to connect the CFP Add-in for Excel 365 to your Lucanet database:

  1. Open the Lucanet CFP Add-in ribbon menu and click Log in.
  2. Copy the URL of your Lucanet database from the Lucanet CFO Solution Platform.
  3. In the Lucanet CFP Add-in panel on the right-hand side, paste the URL and click Login.
CFP Add-in panel to enter database data
CFP Add-in panel to enter database data