{"id":5091,"date":"2015-08-28T11:40:43","date_gmt":"2015-08-28T10:40:43","guid":{"rendered":"https:\/\/help.instantatlas.com\/dashboard-builder-desktop\/desktop-user-guide\/the-instantatlas-excel-data-manager\/the-excel-add-in\/"},"modified":"2021-12-08T12:45:52","modified_gmt":"2021-12-08T12:45:52","slug":"the-excel-add-in","status":"publish","type":"page","link":"https:\/\/help.instantatlas.com\/instantatlas-desktop\/en\/welcome\/desktop-user-guide\/the-instantatlas-excel-data-manager\/the-excel-add-in\/","title":{"rendered":"The Excel Add-in"},"content":{"rendered":"<h2>How to activate the Excel Add-in<\/h2>\n<p>The InstantAtlas Excel Data Manager add-in is automatically copied to your installation folder when you install InstantAtlas. However, you will need to enable it in order for the InstantAtlas menu and toolbar to appear. If you have followed the instructions in the InstantAtlas Getting Started guide, you will already have enabled the add-in.<\/p>\n<p><strong>Excel 2016 and later<br \/>\n<\/strong><\/p>\n<p>Open Excel. Click the \u2018File\u2019 tab in the ribbon and select \u2018Options\u2019 in the left hand menu.<\/p>\n<p>This should launch the Excel Options Window. In the left hand pane, choose Add-ins which will bring up the list of installed add-ins and whether they are active (enabled) or not.<\/p>\n<p>Initially the IA Data Manager may be in the list but it will not be active. To activate it, click the \u2018Go&#8230;\u2019 button at the bottom of the add-in screen in order to start managing your add-ins.<\/p>\n<p>If the IA Data Manager is not present in the Add-Ins dialog, click \u2018Browse&#8230;\u2019 and browse to the file called \u2018IA Data Manager.xla\u2019 which is located in the root folder of the InstantAtlas Desktop installation, usually \u2018C:\\Program Files\\EsriUK\\InstantAtlas\u2019, and click OK. It will now be available in the list of Add-Ins.<\/p>\n<p>Select the InstantAtlas Data Manager from the checklist and click \u2018OK\u2019.<\/p>\n<p><a href=\"https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-content\/uploads\/sites\/31\/2021\/12\/Exceladdin6120.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-content\/uploads\/sites\/31\/2021\/12\/Exceladdin6120.png\" alt=\"\" width=\"343\" height=\"399\" class=\"alignnone size-full wp-image-34154\" srcset=\"https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-content\/uploads\/sites\/31\/2021\/12\/Exceladdin6120.png 343w, https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-content\/uploads\/sites\/31\/2021\/12\/Exceladdin6120-258x300.png 258w\" sizes=\"auto, (max-width: 343px) 100vw, 343px\" \/><\/a><\/p>\n<p>If you have multiple versions of the add-in available because you have upgraded from a previous version of InstantAtlas, please ensure that the most recent version has been enabled.<\/p>\n<p>You will now need to close and then reopen Excel.<\/p>\n<p>The add-ins tab should now display three new buttons. There is also a menu item called InstantAtlas from which these functions can also be selected.<\/p>\n<p><a href=\"https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-content\/uploads\/sites\/31\/2019\/04\/Add-ins_Tab_EN.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-content\/uploads\/sites\/31\/2019\/04\/Add-ins_Tab_EN.png\" alt=\"\" class=\"alignnone size-full wp-image-33512\" width=\"815\" height=\"129\" srcset=\"https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-content\/uploads\/sites\/31\/2019\/04\/Add-ins_Tab_EN.png 815w, https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-content\/uploads\/sites\/31\/2019\/04\/Add-ins_Tab_EN-300x47.png 300w, https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-content\/uploads\/sites\/31\/2019\/04\/Add-ins_Tab_EN-768x122.png 768w\" sizes=\"auto, (max-width: 815px) 100vw, 815px\" \/><\/a><\/p>\n<h2>The Buttons of the InstantAtlas Toolbar<\/h2>\n<p>This section of the user guide documents the \u2018IA Export\u2019 button. The \u2018IA Merge Files\u2019 button is used to create data files for multiple geography reports. Section \u2018<a href=\"https:\/\/help.instantatlas.com\/instantatlas-desktop\/desktop-user-guide\/the-instantatlas-batch-publisher\/creating-multiple-geography-reports\/\">Multiple Geography Reports<\/a>\u2019 of this user guide gives detailed information on how to create multiple geography reports. The \u2018IA Export for RB+\u2019 button can be helpful for those customers, who are using the InstantAtlas <span>cloud service <\/span>apps Dashboard Builder or Report Builder and have their data already in an Excel workbook correctly formatted for InstantAtlas Desktop. Please refer to the following help pages for further information:<\/p>\n<ul>\n<li><a target=\"_blank\" href=\"https:\/\/help.instantatlas.com\/dashboard-builder-agol\/tips-tricks-for-instantatlas-desktop-users-using-dashboard-builder\/\" rel=\"noopener noreferrer\">Tips &amp; Tricks for InstantAtlas Desktop users using Dashboard Builder<\/a><\/li>\n<li><a href=\"https:\/\/help.instantatlas.com\/report-builder-agol\/using-data-from-an-instantatlas-desktop-excel-workbook-in-report-builder\/\" target=\"_blank\" rel=\"noopener noreferrer\">Using data from an InstantAtlas Desktop Excel workbook in Report Builder<\/a><\/li>\n<\/ul>\n<p>If you want to deactivate the add-in you should do the following:<\/p>\n<h2>How to deactivate the Excel Add-in<\/h2>\n<p><strong>Excel 2016 and later<\/strong><\/p>\n<p>1. In Excel click the \u2018File\u2019 tab and select \u2018Options\u2019 in the left hand menu.<br \/>\n2. Select \u2018Add-ins\u2019 from the left hand side menu.<br \/>\n3. Click &#8216;Go&#8230;&#8217; at the bottom of this pane, to Manage Excel Add-ins<br \/>\n4. The add-ins dialog will open, click the checkbox for the Excel Data Manager so that it is unselected.<br \/>\n5. Click \u2018OK\u2019 to close the dialog. You will see that the \u2018InstantAtlas\u2019 menu and toolbar have disappeared.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to activate the Excel Add-in The InstantAtlas Excel Data Manager add-in is automatically copied to your installation folder when you install InstantAtlas. However, you will need to enable it in order for the InstantAtlas menu and toolbar to appear. If you have followed the instructions in the InstantAtlas Getting Started guide, you will already &hellip; <a href=\"https:\/\/help.instantatlas.com\/instantatlas-desktop\/en\/welcome\/desktop-user-guide\/the-instantatlas-excel-data-manager\/the-excel-add-in\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">The Excel Add-in<\/span><\/a><\/p>\n","protected":false},"author":22,"featured_media":0,"parent":5071,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"footnotes":""},"class_list":["post-5091","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-json\/wp\/v2\/pages\/5091","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-json\/wp\/v2\/users\/22"}],"replies":[{"embeddable":true,"href":"https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-json\/wp\/v2\/comments?post=5091"}],"version-history":[{"count":0,"href":"https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-json\/wp\/v2\/pages\/5091\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-json\/wp\/v2\/pages\/5071"}],"wp:attachment":[{"href":"https:\/\/help.instantatlas.com\/instantatlas-desktop\/wp-json\/wp\/v2\/media?parent=5091"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}