Installing SplashBI Excel Connect Version 5.5:

To Install SplashBI Excel Connect Version 5.5:

 

1. Make sure that all the Excel Workbooks are closed in the system.

 

2. Run the SplashBI Excel Connect Version 5.5(32bit).msi for Office 2007 and above for 32 bit Office versions , SplashBI Excel Connect Version 5.5(64bit).msi for 64 bit Office Versions .Download respective files and double click on it,

 

3. Choose Next and follow the steps it will automatically install. After successful installation open a new Excel Workbook and check for SplashBI Ribbon.

 

4. You can see an upgrade button in the menu. Whenever any new patch is installed on the FTP server . Without any administrative rights a user

will click on the upgrade button and the updated files will get downloaded into the system. Once the files gets downloaded user will have the updated patch installed in the system.

NOTE : For Excel 2013 and above SplashBI will be seen as shown below .

 

 

 

Ribbon Options

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  About SplashBI- In this screen the version and desciption of the tool can be seen.

 

 

 

 

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  Login- The Login Button is used to login into the SplashBI Excel Connect tool

 

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  Add Instance- User can add instance when clicked on login dropdown.

 

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  Logout- The Logout Button is used to logout from the SplashBI Excel Connect tool.

 

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  Run- The Run button is used for submitting the reports.

 

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  Request- The Request button is used to check the submitted reports.

 

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  Re-Run- The Re-Run button is used to check the submitted reports in current workbook.

 

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  Refresh- The Refresh button is used to submit the selected report in the sheet.

 

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  Favorites- The Reports which are made favorite can be seen in this screen.

 

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  Scheduled Requests- The Scheduled Requests can be seen in this screen

 

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  Published Reports- The Published reports can be seen in this screen

 

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  Create Report- A new report can be created by clicking on Create button.

 

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  Edit Report- The created reports can be edited by clicking on edit button.

 

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  Edit Reports- The created reports can be edited by clicking on Edit Reports menu button.

 

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  Current Report- The current report can be edited by clicking on Current Report menu button.

 

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  Import Report- The reports can be imported by clicking on Import button.

 

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  Save Format- The reports column properties can be saved.

 

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  Reload List- Reload List will reload the metadata of all the reports.

 

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  Workbooks- Workbook can be upload or download as templates.

 

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  Workbooks- The Uploaded or shared templates can be downloaded.

 

 

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  Report Sets- Report Sets are used run multiple reports at a time by creating as single report set.

 

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  User Groups- The reports can be shared to the user groups which are created.

 

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  Sheets- When User clicks on Sheets it will show 'Go To' and 'Delete' Sheets options.

  

 

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  Configuration- The Configuration button is used to add/edit the connections, change the preferences and can check the log.

 

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  Help- This screen is used to view the Help document of the tool.