Under certain circumstances, such as Excel upgrades, the EBMS Add-in may no longer appear in Excel. Also, in a terminal server environment the EBMS Add-in may not appear on all profiles. There may be instances where the Add-In ribbon shows but not data appears. Review the following questions in sequential order to troubleshoot when dealing with these situations.
Is the optional EBMS Excel Add-in feature installed?
Review the Installing the Excel Add-In section for details on installing or repairing the feature.
Does the Add-ins ribbon show within Excel as shown below? If not, ask your IT Administrator to complete the following steps:
Exit MS Excel
Locate the Program FIles > EBMS > EBMSExcel folder
as shown below:
Launch file C:\Program Files (x86)/ebms/ebmsexcel/EbmsExcel.vsto to install the EBMS tools as shown above.
Restart MS Excel and verify that the Log-in feature is available within the Add-ins Excel ribbon as shown in step 2.
Are the EBMS functions available within Excel? Complete the following steps to enable the EBMS functions within MS Excel:
Select File >
Options from the MS Excel menu to open the following dialog:
Select the Add-Ins option as shown above:
Choose Manage: Excel Add-ins
and press Go at the bottom
of the dialog to open the following dialog:
Enable the EBMSExcel. Functions option if it already listed in the Add-ins available list. Continue with the next step to add EbmsExcel.Functions to the list.
Click the Automation button
to add the EBMSExcel.Functions
option if it does not show on the available list. .
Select the EBMSExcel.Functions option from the list and click OK.
Test the data connection for a spreadsheet by adding a simple function such as adding =EBMSLookup( "Customer.L_Name", "customer id" ) to any text cell. Renter the formula if it already has been added. Replace the customer ID text with a valid customer ID within the current EBMS data. The Excel Add-in should insert the customer's last name into the spreadsheet cell. Review Excel Formula Overview for additional instructions EBMSLookup function.
Contact the EBMS support staff for additional technical assistance.