> For the complete documentation index, see [llms.txt](https://academy.any2info.com/any2info-academy/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://academy.any2info.com/any2info-academy/quick-start/install-excel-add-in.md).

# Excel Add-in

Use the Any2info Excel Add-in for quick data transfer.

### Watch the instruction video

{% file src="/files/SnCIBsVnX678kjJuACMD" %}

### Instruction - steps

Open the app store page ([https://portal.any2info.com](https://store.any2info.com/)).

Select **Add-Ins in the left menu bar.**

**Download the latest Excel Add-in from the App store** (fitting the software version of the App Studio).

<figure><img src="https://870194474-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M_kE41Rl4pOtwKfvvQq%2Fuploads%2FFOtGLO7tiuMXdk2hsFnn%2FExcel%20Add-in.png?alt=media&amp;token=885a70f1-bde9-4d00-bde3-f1ec582e625c" alt=""><figcaption></figcaption></figure>

Ignore default warnings. Preserve the file and run anyway.&#x20;

**Complete the install wizard**.

**Note**: If you have already installed an An2info Excel Add-in please **delete** this version before installing the latest one.

After installing the Excel Add-in open a new **Excel Worksheet**.

In the toolbar a **tab Any2info will appear**. Select this tab.

**Select Settings and create a connection** to the Any2info platform entering the URL below and your credentials (username and password). **Sign in** and select your app collection.

![](https://870194474-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M_kE41Rl4pOtwKfvvQq%2F-MfwYkc5Ea0lgd3B9UPW%2F-MfwdA7DoczVlKL8qrma%2FImage%20Excel%20Add-in%20install%203.png?alt=media\&token=3285e65f-58e6-4ed2-af5c-6c7a344611ef)

**Create an Excel Table (**&#x4C;ook for more Excel Add-in functions [**here**](broken://pages/-Mda1Cg3ZtWRIGTID_a7)**)**.&#x20;

Create an new table, name the table and add data into columns (headers). Always add **one unique column ID*****.***

Place the mouse in the table and push the button **Create** in the toolbar on the top left.

Follow the steps in the wizard.

<figure><img src="https://870194474-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M_kE41Rl4pOtwKfvvQq%2Fuploads%2FqcQorEDgKcFYXPq9VX21%2FImage%20create%20Excel%20file%20-%20Excel%20Add-in.png?alt=media&amp;token=f786a648-6c06-4466-8e4a-eaf1ec069138" alt=""><figcaption></figcaption></figure>

Choose an **unique header field**.

<figure><img src="https://870194474-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M_kE41Rl4pOtwKfvvQq%2Fuploads%2FwcDdNDgnqmroq2CzPihL%2FImage%20create%20Excel%20file%20-%20Excel%20Add-in%202.png?alt=media&amp;token=4685e4e7-fc32-4a02-93c9-33e2375f80a6" alt=""><figcaption></figcaption></figure>

Enter an **unique data clip name and complete the wizard.**

Push the button **Send data** in the toolbar on the top left.&#x20;

Open the **App Studio** - Menu part **Data** - **Data clips** and select **Live View**.&#x20;

<figure><img src="https://870194474-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M_kE41Rl4pOtwKfvvQq%2Fuploads%2FMYGnzYo8to5bCkHu1oR9%2FImage%20create%20Excel%20file%20-%20Data%20clip%20-%20Excel%20Add-in.png?alt=media&amp;token=e8a2eff1-d80a-430e-8609-cba6c149c59a" alt=""><figcaption></figcaption></figure>

**The Excel table data = dataclip are now available for use in dashboards (for example a grid) of forms (for example a lists).**&#x20;


---

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