PC*MILER Web Services Spreadsheets is an Add-in for Microsoft Excel that allows you to easily generate PC*MILER mileage and location information from within your spreadsheet program.
Unlike the traditional PC*MILER Spreadsheets program, PC*MILER Web Services data is not saved locally on your computer or server. Data is called from the web as needed. Therefore, the application requires a reliable Internet connection.
To complete the installation you must enable the Add-in manually from within Excel. Be sure you have the API key you received when you purchased the application.
In this article:
Optional: Enable Autoloading of Web Services Spreadsheets
Step 1: Download the Add-In
Download the Excel WebServices Add-In file from the e-mail you received. Once it is downloaded, right-click on the folder and choose Extract All… to unzip the contents of the file.
Step 2: Enable the Add-In
- Open Excel.
- Click on the Microsoft symbol in the upper left-hand corner of the screen, or click on the File menu.
- In the list that opens, click on the Excel Options button at the bottom or the Options menu option.
- In the dialog box that opens, in the left-hand column menu click on Add-ins.
- In the right-hand side of the dialog box, there's a drop down menu next to Manage. Select Excel Add-ins if it is not already selected, then click the Go button to continue.
- In the Add-Ins dialog box that opens, click Browse and navigate to the PCM_EXCEL_WS folder that you downloaded. In the folder, click on the Excel WebServices Add-in.xlam file, then click OK.
- In the Add-Ins dialog box, "Excel Webservices Add-In" will appear in the list of products with a check next to it. This confirms that the Add-In is activated.
- Click OK to continue.
The remaining steps below are necessary only if you wish to turn off security warning messages for this spreadsheet.
- Click on the Microsoft symbol in the upper left-hand corner of the screen, or click on the File menu.
- In the list that opens, click on the Excel Options button at the bottom or the Options menu option.
- In the dialog box that opens, in the left-hand column menu listing click on Trust Center. Then click on the Trust Center Settings button on the right.
- Click on Trusted Locations in the left-hand column menu.
- Check if the location of the Excel folder from Step 6 is in the list of trusted locations; if not, click Add New Location… .
- Click Browse… and navigate to the location of the Excel folder.
- Select “Subfolders of this location are also trusted”, then click OK.
- In the Trust Center, check “Allow Trusted Locations on my network”, then click OK. The setup is now complete.
Optional: Enable Autoloading of Web Services Spreadsheets
To have Web Services Spreadsheets functions available without the manual Add-in process, copy the Excel WebServices Add-In.xlam file from the Excel WebServices Add-In folder in your PC*MILER installation to the Excel startup folder on your computer. The startup folder is called XLSTART and is located in the folder where Microsoft® Excel is installed.
For more information, see Excel Help under the search item “Startup folder”.
Step 3: Enter Your API Key
Once you have installed the add-in, you will need to enter the API key you received to start using PC*MILER Web Services Spreadsheets. To enter your key:
- Choose any cell in your Excel spreadsheet and enter the function =SetAuthentication() and press <Enter>. (Both the opening and closing parantheses are required to call the function.)
- A dialog will pop up where you can enter your API key and click OK to get started.
- You will receive a message to confirm your key was accepted.
- You are now ready to use the spreadsheets functions.
Optional: Review the Demo Files
For a quick introduction to PC*MILER Web Services Spreadsheets, please refer to the UnitTestCases.xlsx file shipped in the PCM_EXCEL_WS folder. That file includes samples for the Spreadsheets functions.
Disabling the Add-In
For Microsoft Office 2007:
Click the Microsoft Office button, click Excel Options, and then click Add-Ins. In the Manage pick list at the bottom of the window that opens, select Excel Add-Ins if it is not already selected. Then click “Go…” and remove the check next to “Excel Webservices Add-In”, and click OK.
For Microsoft Office 2010:
Click File then Options to open the Excel Options dialog. On the left, click Add-Ins. In the Manage pick list at the bottom of the window that opens, select Excel Add-Ins if it is not already selected. Then click “Go…” and remove the check next to “Excel Webservices Add-In”, and click OK.
The PC*MILER Web Services Spreadsheets functions are now removed. They will not be available the next time you start Excel.