Install Excel Add-In

This article provides instructions for installing the Excel Add-In for Financial Consolidation. Before starting the installation, obtain the executable file by either contacting the Prophix Help Center or downloading it directly if you have the necessary login credentials.

  Tip:  The Setup Wizard will assist you through this process.

1. Double-click the executable file: Prophix.FinancialConsolidation.Setup Exe.

   

2. Click Install.

   

3. Click Next.

   

4. Read and accept the Terms of Use and then, click Next.

   

5. Select a Destination folder. You can accept the default path or enter a different folder to install the add-in.

6. Click Next and enter the server address. Ask your IT administrator for the server name to use.

   

7. Click Next and then, click Install to begin the installation.

   

8. When the installation is completed, the wizard displays another window to inform you.   Click Finish to exit the Setup Wizard.

9. Launch Excel and you should now see the Prophix Add-In in a new tab.