Differences

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--- excel:getting-started [2018/07/31 11:41] – created su
+++ excel:getting-started [2018/08/03 15:24] (current) – Updated installation guide to reflect updated login flow su
@@ Line 7: / Line 7: @@
   - Download the Excel Query Add-In from the [[https://appstore.intelligentplant.com/|App Store]] (scroll down to the "Spreadsheets" section in the home area)
   - Run the installer
-  - The Excel will launch automatically (skip step 1 in "Running the Add-In")
+  - The Excel will launch automatically
-==== Running the Add-In ====
-  - Open Excel or double click the "Excel Query Add-In" icon on your desktop to launch the Add-In
   - You may be asked if you trust the Add-In, select either "Always Trust this Publisher" or "Allow for this Session"
   - An App Store login window will open in Excel, sign in with your App Store account
   - When prompted to authorize the application click "Allow Access"
   - Authorize your data sources by visiting [[https://appstore.intelligentplant.com/Security/Apps
-|Authorized Applications]]. Click "Excel query Add-In" authorize any data sources you need. //Currently this must been done each time you open the Excel Add-In//
+|Authorized Applications]]. Click "Excel query Add-In" authorize any data sources you need.
+The add-in will automatically load each time you open excel.
+**If you are prompted to log in you must reauthorize any data sources by visiting [[https://appstore.intelligentplant.com/Security/Apps
+|Authorized Applications]].**
 //You can download a spreadsheet containing examples of all the formulas [[https://appstore.intelligentplant.com/nuget/downloads/IP Excel Addin example.xlsx|here]].//
@@ Line 37: / Line 38: @@
   - Open Excel
-  - Dismiss the warning and open a work book
+  - Dismiss the warning
-  - Go to File -> Options -> Add-Ins
+  - Click "Open Other Work Books"
+  - Go to Options -> Add-Ins
   - Select "Excel Add-Ins" in the selection box at the bottom of the dialogue
   - Click "Go"