How to manage Excel add-ins

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Sometimes Excel alone is not enough, so David Ringstrom offers advice on how to install and track add-ins that extend the application.

Excel’s ability to incorporate add-in programs has been one of its core strengths for years. Some programs offer built-in functionality that you may not need or want, such as the Adobe Acrobat toolbar that allows you to output PDFs. But with this function available within the program since Excel 2007, do you need another set of options?

In other cases, an add-in that you rely on may suddenly vanish from Excel. This article explain how to keep a good handle on the features you install.

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About David H Ringstrom


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17th Aug 2012 15:25

Sage and Excel add-in


We have an add-in for Excel 2003, 2007 and 2010 that connect to Sage 50 and enables uses to get financial data by code, department etc. and then drill down to detail without even opening Sage.


We do find that Excel updates does mean that we have to reconnect the add-in from time to time, i guess there is no way round this.

Still great that we can connect application together to get the data the users require.


Good article.



Thanks (1)
20th Aug 2012 16:31

Hot topic

This is certainly a topic we can all relate to!  Aqilla posted a really useful paper on here a while ago: 10 ways to drive the finance functions with Excel - you can still download it here.  A slightly different take on this, but worth a read.

Thanks (0)
By altin
08th Mar 2017 22:25

The Sage 50 UK Excel Add-In from CData is a powerful tool that allows you to connect with live data from Sage 50 UK, directly from Microsoft Excel. Use Excel to read, write, and update Sage Customers, Transactions, Invoices, Sales Receipts, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

You can read more here:

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