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Using Excel Integration - on premise only

1. Choose Excel Integration from the Navigation bar.
2. Select the required report. The report opens in Excel.
3. Choose to Enable Macros in the report when prompted to do so. If you choose to Disable Macros, the report values are not displayed.

4. If this is the first time you are integrating Excel and Sage 200, add the Sage 200 Excel functions.

   1. Within Excel select Options. Accessing Options differs, depending on which version you are using. For example:
   • Within Excel 2007, select the Office button and then select Excel Options.
   • Within Excel 2010, select File > Options.
   2. Select Add-ins from the left pane.
   3. Select Excel Add-ins from the Manage drop-down list.

   4. Click Go.

   The Add-Ins window appears.

   5. Click Browse.

   6. Search for the MMS_Excel.xla file.

   By default the file is stored in the ...Sage\Excel folder. If you are using Sage 200 on a network, specify the network path (as a UNC path).

   7. Click OK to return to the Add-Ins window.

   If you see the following message: Copy MMS_Excel.xla to the Addins folder for <user name>, select No.

   8. Make sure the Sage 200 Excel option is selected.
   9. Click OK to return to the Excel spreadsheet.
5. Select the required spreadsheet tab to view the report.

6. To update the values:

   • Select the Add-Ins tab.

   • Select Refresh from the Sage 200 drop-down list.