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excel-plugin's Introduction

excel-plugin

Plotly Excel Add-In


#Installation

  1. Copy the latest file from Packages to the test system. If you are using Windows, download PlotlyPC.xlam. If you are using OSX, download PlotlyMac.xlam.
  2. Double-click the file (or open it in excel)
  3. A security prompt will appear with buttons to Enable Macros or Disable Macros. Select the Enable Macros button.

"Security prompt"

If the security prompt does not allow you to enable macros, then edit your security settings. In Settings go to Security and uncheck the "Warn before opening a file that contains macros" box.

"Enable macros in settings"

  1. Excel will load.

#Using the Add-In

  1. The Plotly Ribbon will be displayed after the View Ribbon as shown below

"Create ribbon"

  1. Open or create a new WorkSheet.
  2. Add data in columns that will represent the X and Y data of the Plot.
  3. Select the Create Plot button

"Create Plot form"

  1. Enter username, API Key and file name for the plot.
  2. Select one of the available Chart Types from the drop down

"Select Chart type"

  1. Select one of the available columns to represent the X and Y data (Note that for Box Plot and Histogram, only 1 column of data is required)

"Select data column"

  1. It is possible to add multiple traces. Select the Add Trace button to choose more data

"Select Add Trace"

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