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Kpler Excel Add-In V2 Installation

Excel add in installation

Anil Sivarajah avatar
Written by Anil Sivarajah
Updated over a week ago

To install the Kpler Excel add-in V2 using Microsoft Store, please follow these steps:

  1. Open Microsoft Excel on your computer.

  2. Click on the "Insert" tab at the top of the Excel window.

  3. Click on the "Get Add-ins" button in the "Add-ins" section of the ribbon.

  4. In the "Office Add-ins" window that opens, type "Kpler" in the search box.

5. The Kpler add-in V2 should appear in the search results. Click on it to select it.

6. Click on the "Add" button to install the Kpler add-in.

7. Follow the prompts to sign in to your Microsoft account and authorize the installation.

8. Once the installation is complete, you should see the Kpler add-in appear in the "Add-ins" section of the Excel ribbon.

9. You can now use the Kpler add-in V2 to access Kpler's energy market data and analysis tools directly from within Excel.

Note that you will need to have a valid Kpler subscription in order to use the Kpler Excel add-in V2 and minimum requirement is Microsoft Office v16.0.9330.1000 on Windows 10.

Please reach out to your Customer Success Manager or cs@kpler.com if you need assistance with installing the V2 Excel Add-In.

How to install Kpler Add-In using Centralized Deployment via Microsoft 365 Admin Center

Step 1: Access the Microsoft 365 Admin Center

Start by logging into the Microsoft 365 Admin Center using your administrator credentials.

Step 2: Navigate to Integrated Apps

In the Admin Center, go to the Settings section on the left-hand menu. From there, select Integrated apps to manage and deploy apps across your organization.

Step 3: Start the Centralized Deployment Process

  1. On the Integrated Apps page, click on Add-ins at the top.

  2. Click Deploy Add-In to start the deployment wizard.

  3. Choose the source of your add-in. You can either:

    • Upload a custom add-in package (.xml), or

    • Select an add-in from the Office Store.

  4. Click Next to continue.

Step 4: Configure Deployment Settings

  1. Choose the users who will have access to the add-in. You can deploy it to:

    • All users, or

    • Specific groups within your organization.

  2. Set additional deployment options, such as allowing users to pin the add-in to their ribbon in Office applications.

Step 5: Review and Finish Deployment

  1. Review the settings you’ve configured, ensuring that all details are correct, including the selected users or groups.

  2. When ready, click Finish deployment to complete the process.

Step 6: Monitor Deployment Status

  1. After deployment, you can monitor the status of the add-in by returning to the Integrated apps section in the Admin Center.

  2. Check the deployment status to ensure successful deployment and address any errors if they arise.

  3. If needed, manage or modify the deployment settings.

How to Install Kpler Add-In with Centralized Deployment via SharePoint App Catalogue


Step 1: Access SharePoint Admin Center

To begin, you need to access the SharePoint Admin Center. You can do this by logging into the Office 365 Admin portal with your administrator credentials. Once logged in, navigate to the SharePoint Admin Center by selecting “Admin centers” > “SharePoint.”

Step 2: Create an App Catalog Site

If you don’t have an App Catalog site created, you’ll need to create one:

  1. In the SharePoint Admin Center, under "Apps," select "App Catalog."

  2. Select "Create a new app catalog site" and provide the necessary details like the title, web address, and site administrator.

  3. Click "OK" to create the App Catalog site.

Step 3: Upload Your Add-In Package

Now that you have an App Catalog site, you can upload your add-in package:

  1. Go to the App Catalog site you created.

  2. Select "Apps for SharePoint" from the left-hand navigation.

  3. Click "New" and then "App" to upload your add-in package (.app file).

  4. Fill in the required information, such as the name and description, and then click "OK."

Step 4: Deploy the Add-In

After uploading the add-in package, you need to deploy it:

  1. In the App Catalog, locate the add-in you uploaded.

  2. Click on the add-in to open its details page.

  3. Click the "Deploy" button to make the add-in available across your SharePoint sites.

Step 5: Add the Add-In to a SharePoint Site

To use the add-in, add it to a SharePoint site:

  1. Navigate to the SharePoint site where you want to use the add-in.

  2. Click the "Settings" icon (gear icon) and select "Add an app."

  3. Find your add-in in the list and click on it to add it to your site.

Step 6: Verify and Manage the Add-In

Once the add-in is added to your site, you can verify its installation and manage it:

  1. Go to "Site Contents" to see the add-in listed.

  2. Click on the add-in to configure settings or remove it if needed.



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