Custom Time Series Excel Add-in

The Windham Software ships with an Excel Add-in that can be used to upload custom data to the software. This add-in requires a working copy of Microsoft Excel 2003 or later on your machine.

Installation for Excel 2007

  1. Locate the following file:

  2. Open Microsoft Excel 2007.

  3. Select Excel Options from the Office Button in the upper left corner of the screen.

  4. Select the Add-ins option.

  5. After selecting “Add-ins,” hit “Go.”

  6. Browse for and select: C:\Program Files\Windham Capital Management, LLC\WPA 3.0\WPA 30 Upload Data.xlam

  7. Affirm any subsequent prompts related installing this add-in

  8. Once the add-in is installed, you should see a “Windham” item in Excel’s Add-ins menu bar.

Installation for Excel 2010 or later

  1. Open Microsoft Excel 2010 or later

  2. Select File from the Ribbon in the upper left corner of the screen.

  3. Select Options

  4. After selecting “Add-ins,” hit “Go.”

  5. Browse for and select: C:\Program Files\Windham Capital Management, LLC\WPA 3.0\WPA 30 Upload Data.xlam

  6. Affirm any subsequent prompts related installing this add-in

  7. Once the add-in is installed, you should see a “Windham” item in Excel’s “Add-ins” menu bar.

Once installed, use the “Load time series” menu item in Excel to create a new custom database. You may also refer to the built-in help menu item for an example on how to proceed with the process.

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