Microsoft Excel 2007 Facts

When you first open our software with Excel 2007 a few warnings may display depending on how your Office version has been configured.

The first most common one is the Analysis ToolPak warning. Most of the templates use this Excel Addin to perform date calculations. This Addin is shipped with Excel but is not part of the default installation, please read the instructions for Installing Analysis ToolPak if you are receiving the Analysis ToolPak warning.

The second message you may receive will occur when you are saving files. This has to do with the new default file format "Excel Workbook (*.xlsx)" in Excel 2007. Our templates do not support this format, they will only work in Excel 2007's "Excel Macro-Enabled Workbook (*.xlsm)" format. Again most of the spreadsheets use Macro's to perform some calculations. If you are receiving compatibility warnings when saving files please see the section below on Compatibility Warning / Saving as Excel Macro-Enabled Workbook (.xlsm).

Thirdly you will need to Enable Macros. Instructions on How to Enable Macros for Excel 2007 can be found below.

Installing Analysis ToolPak
Note: Please have your Office installation disk available when performing the steps below.
1) In MS Excel click on the Microsoft Office Button .
2) Click the Excel Options button at the bottom of the menu.
3) Click on the Add-Ins category.
4) At the bottom of the tool window under the Manage option select Excel Add-Ins.
5) Then click the Go button.
6) Place a check mark in Analysis ToolPak add-in.
7) Click Ok, then Follow the instructions on your screen and Insert you installation CD if prompted.

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Compatibility Warning / Saving as Excel Macro-Enabled Workbook (.xlsm)
For the Financial Planning Spreadsheets to function correctly they must be saved as Macro Workbooks.
The simplest method is to set MS Excel 2007 to automatically default to Excel Macro-Enabled Workbook (*.xlsm) format.
You can do this by following these steps:
1) In MS Excel click on the Microsoft Office Button .
2) Click the Excel Options button at the bottom of the menu.
3) Click on the Save category
4) Under Save Workbooks for the option Save file in this format option select Excel Macro-Enabled Workbook (*.xlsm)
5) Click Ok.

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How to Enable Macros for Excel 2007
1) In MS Excel click on the Microsoft Office Button .
2) Click the Excel Options button at the bottom of the menu.
3) Click on the Trust Center category.
4) Click on the Trust Center Settings category.
5) Click on the Macro Settings category.
6) Turn on Enable All Macros.
7) Click Ok, and click Ok again.

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