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Installation

Requirements

  • The OpenBB Add-in for Excel is available on the following platforms: Windows (Microsoft 365), Mac (Microsoft 365), Excel on the web.
  • Access to OpenBB Workspace. If you don't have access you can sign up here.

Installation

The OpenBB Add-in for Excel is available on the Microsoft AppSource. It can be installed by an administrator or by individual users.

Individual user

  1. Open Microsoft Excel.
  2. Go to Home tab.
  3. Click in the Add-ins button and then More add-ins.
  4. In the Office Add-ins dialog box STORE tab, search for OpenBB and select the add-in.
  5. Click Add.

Administrator

  1. Go to Microsoft 365 admin center.
  2. Click Settings > Integrated apps.
  3. Click Get apps.
  4. Search for OpenBB and select the add-in.
  5. Click Get in now.
  6. Go through the deployment wizard to complete the installation.