The Board Add-ins developed for Microsoft Office allow to embed Board objects such as reports, charts, gauges in a Microsoft Office Document, directly from the MS-Excel, MS-Word or MS-PowerPoint. With the Board Add-ins you can create Office documents which are linked to data from a Board database, and refresh the data in your presentation or report with a few clicks.
The Board Add-ins allow to create Layout (a table or a chart) then navigate the report using drill-down and select, or even enter data in a Board cube (data-entry).
The Board Office Add-ins require an appropriate Board license which enables all of the following options
For details on Board Office Add-ins installation procedure and prerequisites, refer to Board Office Add-Ins installation.
In order to use the Board Add-in for MS-Office it is necessary to have an appropriate Board license and grant to the Board user profile the rights to use the MS-Office add-ins. Refer to Licenses Overview and How to create a user profile for details.
After installation, to start using one of the Board Add-ins for Office it is necessary to configure a connection to a Board server. Refer to the section Hosts Menu of the topic Board Client Options for details on how to configure the connection or ask your Board administrator for the connections parameters.
Note that sometimes when opening MS-Excel, Word or PowerPoint, after having executed the Board Office Add-in installation program, the Board Add-in tab may not automatically appear. it may be necessary to enable the Board add-in in your Office program. Refer to the Microsoft documentation http://office.microsoft.com/en-us/help/HA100341271033.aspx .
Enabling or re-enabling the Board Add-ins may also be necessary if your Office program crashes as Office automatically disables add-ins after a crash of the program.