Use the instructions on this page to learn how to uninstall the old version of the EBM Excel Add-in, install the newest version, test that it works, and how to raise issues to support internally and externally.
This articles contains the following topics:
The EBM Excel Add-in presents as an option in the Excel ribbon, called EBM Office Bridge and provides several usage options. Read our long-form Excel add-in walkthrough here.
Learn how to easily install the EBM Excel Add-In, replacing outdated macros, and enjoy improved performance, security, and functionality. This guide covers uninstalling the old version, installing the new one, testing it, and reporting issues.
What is the EBM Excel Add-In?
The EBM Excel Add-In is a tool that seamlessly connects your Catalyst data and the data lake to Excel reports without relying on outdated VBA macros. Here's why it's beneficial:
- Modernization: Instead of using .xlsm files, your EBM-connected files will have .xlsx extensions, making them more up-to-date and compatible.
- No More Macro Maintenance: Say goodbye to the hassle of supporting and maintaining VBA macros. Your files will continue working smoothly.
- Backward Compatibility: Even older files with VBA macros (.xlsm) will remain functional.
Why Install the Add-In?
While not mandatory, there are compelling reasons to install the EBM Excel Add-In:
- Future-Proofing: Microsoft and EBM may eventually phase out support for VBA macros, making them less secure and effective.
- Infrastructure Upgrades: EBM's evolving technology infrastructure will require the add-in in the near future, although older methods will still be supported for some time.
- Enhanced Features: The add-in offers benefits such as faster performance, improved security, self-managed accounts, scalability, and compatibility with newer tabular cubes.
Step 1: Uninstall the Old Add-In
- Check if the old EBM Excel Add-In (EBMOfficeBridge.msi) is on your computer through Control Panel > Programs and Features.
- If it's there, uninstall it and restart your computer.
- If not, proceed to Step 2.
Step 2: Confirm Website Access
- Verify your access to your website by visiting the designated URL provided by your EBM rep.
- Follow the Microsoft Multi-Factor Authentication (MFA) process using your Windows login email address. Reach out to your internal IT team if you need help with this.
Step 3: Install the New Excel Add-In
- Go to the "Analyze" or "Analysis" section in the website and start the installation of the new Excel Add-In.
- Follow the on-screen instructions, and after completion, restart your computer.
Step 4: Test Tabular Cubes
- Return to the website and download a Tabular Financial or Tabular Profitability Cube from within the instance.
Step 5: Functional Testing
- Open the downloaded file separately and confirm successful login and smooth utilization of the respective cube.
Step 6: Issue Reporting
- If you encounter any challenges or have questions during these steps, document them for review.
- Many questions can be answered in our long-form Excel Add-In troubleshooting documentation found here.
- For issues related to Microsoft sign on, MFA, or if you're running into security issues during installation or uninstallation, reach out to your internal IT support team.
- For any other issues, please contact our EBM Support Team.
By following these simple steps, you can upgrade to the EBM Excel Add-In, ensuring better performance, security, and future compatibility with EBM's evolving technology.