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 via a file 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.
  2. On the Excel ribbon menu, open the Start tab.
  3. Open the Add-ins drop-down menu and click More Add-ins.

    'More Add-ins' command in MS Excel
  4. In the subsequently displayed dialog, open the Admin managed tab and click Upload My Add-in.

    'Upload my Add-in' option in the 'Admin Managed' tab
  5. In the Upload Add-in dialog, click Browse. A new dialog to choose a file is displayed.
  6. Enter the following file into the File name field and click Openhttps://static.platform.lucanet.cloud/static/excel-addin/contents/manifest.xml
  7. In the Upload Add-in dialog, click Upload 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