Installing TreePlan, SimVoi, RiskSim, and SensIt

3.1 INSTALLATION OVERVIEW

TreePlan, SimVoi, RiskSim and SensIt are decision analysis add-ins for Microsoft Excel 2003 2013 (Windows) and Microsoft Excel 2011 (Macintosh). In general, an Excel add-in is software that adds features to Excel. TreePlan helps you build decision tree diagrams. SimVoi and RiskSim provide random number generator functions for model inputs, automate Monte Carlo simulation, and create Excel charts for a histogram and the cumulative distribution of each output variable. SensIt performs sensitivity analysis on your worksheet what-if model and automatically creates simple plots, spider charts, and tornado charts. These instructions are appropriate for installing each of these products. For each add-in, all of the functionality, including its built-in help, is a part of the single file in XLA format. There is no separate help file. On a Windows computer, the installation does not create Windows Registry entries, although Excel may use such entries to keep track of its add-ins.

3.2 REMOVING PREVIOUS VERSIONS

Before you open or install an add-in, you must remove any previous versions of the add-in. Excel will not work correctly if you try to use two versions of the same add-in simultaneously. For example, if you were using a trial version and now you want to use the standard version, Excel will regard this as two versions of the same add-in. The same applies to moving from an older to a newer version, such as from SensIt 1.31 to SensIt 1.46. If you were using the previous version by opening the add-in file, then all you need to do is not open that previous version. Instead, open the new version of the add-in. But, if you had installed the previous version, then you must uninstall the old version before using the new version. For instructions, refer to the appropriate Uninstalling subsection at the end of each of the Installing sections.

3.3 THE ADD-IN XLA FILE

Excel can recognize the XLA file format, but not the ZIP file format. The software, however, is often available as part of a ZIP file. To get the file into a format Excel can recognize, you will extract the XLA file from the downloaded ZIP file.

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Chapter 3 Installing TreePlan, SimVoi, RiskSim, and SensIt

A typical filename for the downloaded software would be SensIt-Standard-146-Files.zip. If you are using a Windows operating system, right-click the ZIP file, and choose Extract All. Then specify a disk or folder. On a Macintosh, double-click the ZIP file, and the files are automatically extracted into a folder. Be sure to remember the location of the extracted files. If you have purchased more than one product, all of the purchased files XLA files will be bundled into a single ZIP file. After you have extracted the XLA file, its now stored on your computers disk or in a folder. To use it in Excel, you have a choice of two methods: to open or to install. Although the simplest method is to open the add-in, you will need to remember the files location each time you want to use it. If instead you install the add-in file, Excel will remember the location for you. Depending on the version of Excel and the type of operating system youre using, go to the appropriate section of this manual for instructions on either method, with accompanying screen shots. 3.4 3.5 Opening an Add-in in Excel 2007, 2010, or 2013 Installing an Add-in in Excel 2007, 2010, or 2013 An Important Extra Step in Excel 2013 Uninstalling an Add-in in Excel 2007, 2010, or 2013 3.6 3.7 Opening an Add-in in Mac Excel 2011 Installing an Add-in in Mac Excel 2011 Uninstalling an Add-in in Mac Excel 2011 3.8 3.9 Opening an Add-in in Excel 2003 Installing an Add-in in Excel 2003 Uninstalling an Add-in in Excel 2003

3.4 OPENING AN ADD-IN IN EXCEL 2007, 2010, OR 2013

This is the simplest method. This method is also preferred when using an add-in temporarily on another computer. Start Excel. In Excel 2007, choose Office Button | Open. In Excel 2010 or 2013, choose File | Open. Be sure to start Excel and use Excels command to open the XLA file. Do not double-click the XLA file to open it. If you open the file by double-clicking, Excel may not execute some important code in the XLA file that configures the add-in for your system. Excel 2007, 2010, and 2013 have enhanced levels of security for macros. Each of the add-in files is an unsigned macro file, which may trigger a security warning in Excel. The steps below allow you to tell Excel that this macro is trustworthy. Step 1: Start Excel. In Excel 2007, choose Office Button | Excel Options | Trust Center | Trust Center Settings | Add-ins. In Excel 2010 or 2013, choose File | Options | Trust Center | Trust Center Settings | Add-ins. Uncheck all checkboxes (as shown below in Figure 3.1), and click OK.

3.4 Opening an Add-in in Exc cel 2007, 2010, o or 2013

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Figure 3.1 Exce el 2007, 2010, or 2013 Trust Center Add-In ns Settings

tep 2: In the le eft column of th he Trust Cente er, click Macro o Settings. Th he screen below w will St ap ppear. Figure 3.2 Exce el 2007, 2010, or 2013 Trust Center Macro Settings

n the section M Macro Settings s, click on Dis sable all macro os with notifica ation, and click k OK. On In th he screen that follows, f again click c OK. St tep 3: On the main m display of Excel 2007, choose c Office B Button | Open. . In Excel 2010 0 or 2013, ch hoose File | Op pen. Navigate to t the location of the add-in X XLA file, selec ct the file, and c click Open. Th he screen below w appears.

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Chapter 3 In nstalling TreePlan n, SimVoi, RiskS Sim, and SensIt

Fi igure 3.3 Excel 2007, 2010, or o 2013 Securit ty Notice

Click Enable Macros. For your protection, yo ou will see this s screen each ti ime you open a and run the ad dd-in. Always click Enable Macros. M St tep 4: At the Excel E main disp play, choose th he Add-Ins ribb bon. In the Men nu Commands s area of the Add-Ins A ribbon, select the men nu item for the appropriate ad dd-in: Sensitivi ity Analysis (S SensIt), Risk R Simulation n (RiskSim), or r Decision Tree e (TreePlan). F For more inform mation, refer to o the add-in us ser guide.

3.5 3 INSTA ALLING AN A ADD-IN N IN EXCEL 2007, 2010, OR R 2013

Windows W operat ting systems al llow multiple users u of a singl le computer to partition and t thus share tions are th he computer, with w an Adminis strator maintaining overall co ontrol. The foll lowing instruct ap ppropriate for installing i an ad dd-in in either an a Administrat tor or standard d user account. In n Windows 7, 8, 8 or Vista, cop py the XLA file e, and paste it i into folder
C: :\ Users \ Us serName \ App pData \ Roami ing \ Microso oft \ AddIns s

If f you do not see e the AppData folder in your UserName fol lder, it may be hidden. To vie ew the rganize | Folde fo older in Windows 7 or Vista, choose Start | UserName | Or er and search o options | View. V In the Ad dvanced setting gs, click the opt tion button for r Show hidden n files, folders, , and dr rives. In the Windows W 8 File e Explorer, cho oose View, and d check the box x for Hidden it tems. (In ge eneral, I also re ecommend che ecking the box for displaying g file name exte ensions.) In n Windows XP P, copy the XLA A file, and past te it into folder r
C: :\ Documents and Settings s \ UserName \ Applicatio on Data \ Mi icrosoft \ Ad ddIns

In n Windows 7, 8, 8 or Vista, afte er you move a copy of the XL LA file into yo our AppData \ R Roaming \ Microsoft M \ Add dIns folder, star rt Excel. In Exc cel 2007, choo ose Office Butt ton | Excel Opt tions | Adde listed in In ns. In Excel 2010 or 2013, ch hoose File | Opt tions | Add-Ins s. Your add-in w will initially be th he Inactive App plication Add-i ins section, as shown below.

3.5 Installing an Add-in in Exc cel 2007, 2010, o or 2013

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Figure 3.4 Exce el 2007, 2010, or 2013 Excel Options Add-I Ins Dialog Box x

To activate the add-in, a select Excel E Add-ins in i the Manage drop-down lis st shown above e in the lo ower part of the e screen, and th hen click the Go G button. Th he Add-In Man nager dialog bo ox appears as shown s below in n Figure 3.5. C Check the box f for your ad dd-in. In this ex xample, the na ame is SensIt 1.43 Sensitivity y Analysis. Afte er you check th he box, cl lick OK. Figure 3.5 Exce el 2007, 2010, or 2013 Add-In Manager

An A Important Extra St tep for Exc cel 2013

In n Excel 2013 th he add-in menu u is not shown automatically the first time w when the add-in n is loaded. In nstead, close al ll workbooks, quit q Excel, and d restart Excel t to display the m menu. After th he first time yo ou load the add d-in, its menu will w be displayed each time y you start Excel 2013.

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Chapter 3 Installing TreePlan, SimVoi, RiskSim, and SensIt

In Excel 2007 and 2010 the add-in menu appears immediately. At the Excel main display, choose the Add-Ins ribbon. In the Menu Commands area of the AddIns ribbon, select the menu item for the appropriate add-in: Sensitivity Analysis (SensIt), Risk Simulation (RiskSim), or Decision Tree (TreePlan). For more information, refer to the add-in user guide.

Uninstalling an Add-in in Excel 2007, 2010, or 2013

To uninstall, first quit Excel, and then delete, move, or rename the XLA file so that Excel can no longer find it. To delete the file, use Windows Explorer or File Explorer to navigate to the file location, select it, and press the Delete key. Or, instead of using Explorer, navigate in Windows XP using My Computer or in Windows 7, 8, or Vista using Start | Computer. After the XLA file no longer exists where Excel expects to find it, next delete it from the Add-in list. Start Excel 2007, and choose Office Button | Excel Options | Add-Ins | Manage Excel Add-Ins | Go. Or, start Excel 2010 or 2013, and choose File | Options | Add-Ins | Manage Excel Add-Ins | Go. Uncheck the add-in file name in the "Add-Ins available" list, and respond to the prompt to delete it from the list.

3.6 OPENING AN ADD-IN IN MAC EXCEL 2011

This is the simplest method of using an add-in in Mac Excel 2011. This method is also preferred when using an add-in temporarily on another computer. On Macintosh systems it is important to not double-click the XLA file to open it. If you open the file by double-clicking, Excel does not execute some important code in the XLA file that configures the add-in for Macintosh. For example, dialog boxes will not be displayed properly. Launch Mac Excel 2011, and choose File | Open to open the XLA file. A warning "This workbook contains macros" is displayed. Click the "Enable Macros" button. The add-in's features will be available during the current Excel session. To now use the add-in, on the main menu bar of Mac Excel 2011 click the Tools menu, and choose Sensitivity Analysis (SensIt), Risk Simulation (RiskSim), or Decision Tree (TreePlan). Shortcut keys are described in the user guide for each add-in. For example, the shortcut key for TreePlan in Mac Excel 2011 is Options+Cmd+T; that is, hold down the Options and Command keys, and press the T key. After you quit Excel, if you want to use the add-in the next time you run Excel, you will have to open the XLA file and enable macros again.

3.7 INSTALLING AN ADD-IN IN MAC EXCEL 2011

To install an add-in so that its features are available whenever you use Mac Excel 2011, quit Excel, and perform the following steps just one time. Paste a copy of the add-in XLA file into the Applications > Microsoft Office 2011 > Office > Add-Ins folder.

3.8 Opening a an Add-in in Exce el 2003

35

Step-by-ste ep: Copy the TreePlan T XLA file (right-click k or Ctrl-click the file icon, a and choose e-click the Copy from m the menu). In n the Macintosh h Finder, choos se Go > Applic cations. Double Microsoft Office 2011 fo older, double-click the Office e folder, and do ouble-click the Add-Ins folder. Rig ght-click or Ctr rl-click, and ch hoose Paste Item m from the me enu. Launch Mac Ex xcel 2011, choo ose Tools > Ad dd-Ins, check th he box for the a add-in, and click OK. To now use the add-in, on the main menu ba ar of Mac Exce el 2011 click th he Tools menu, , and ch hoose Sensitivi ity Analysis (S SensIt), Risk Si imulation (Risk kSim), or Deci ision Tree (Tre eePlan). Sh hortcut keys ar re described in the user guide e for each add-i in. For exampl le, the shortcut t key for Tr reePlan in Mac c Excel 2011 is s Options+Cmd+T; that is, ho old down the O Options and Co ommand ke eys, and press the t T key.

Uninstalling U g an Add-in in Excel 2011

To uninstall, firs st quit Excel, and a then delete, move, or rena ame the XLA f file so that Exc cel can no lo onger find it. After A the XLA file f no longer exists e where Ex xcel expects to o find it, next delete it fr rom the Add-in n list. To do so, , start Excel, ch hoose Tools | A Add-Ins, unche eck the add-in f file name in n the "Add-Ins available" list, , and respond to t the prompt to o delete it from m the list.

3.8 3 OPENING AN ADD-IN A IN N EXCEL 2003

Th his is the simplest method of f using an add-i in in Excel 200 03. This metho od is also preferred when us sing an add-in temporarily on n another comp puter. Start Exc cel 2003, and c choose File | O Open. Do D not double-c click the XLA file f to open it. If you open th he file by doubl le-clicking, Ex xcel may no ot execute som me important co ode in the XLA A file that confi igures the add-in for your sys stem. When W you use Excel E to open SensIt S or RiskS Sim on Window ws computers, if Excel's secu urity level is se et to High or Very V High, you may see a war rning similar to o Figure 3.6. Figure 3.6 Exce el 2003 Securit ty Warning Wi ith Very High S l Security Level

When W you use Excel E to open TreePlan T on Wi indows compu uters, if Excel's s security level is set to High H or Very Hi igh, you may see s a warning similar s to Figur re 3.7. The wa arning is somew what di ifferent becaus se parts of Tree ePlan are writte en in a differen nt language fro om SensIt and R RiskSim.

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Chapter 3 In nstalling TreePlan n, SimVoi, RiskS Sim, and SensIt

Figure 3.7 Exce el 2003 Securit ty Warning For r TreePlan

ince each of th he products is an a unsigned ma acro, it is autom matically disab bled if Excel's s security Si le evel is High or Very High. To o use your add-in, start Excel l 2003, choose Tools | Macro | Security | Se ecurity Level, click Medium, , and click OK, as shown in F Figure 3.8. The en choose File | Open to lo oad the add-in XLA X file. Figure 3.8 Exce el 2003 Tools Macro M Security y Level

f the Security Level L is set to Medium M or Low w when you op pen the add-in XLA file, you may see If th he warning shown in Figure 3.9. 3 Click the Enable E Macros button. Figure 3.9 Exce el 2003 Securit ty Warning Wi ith Medium Se ecurity Level

3.9 Installing a an Add-in in Exce el 2003

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To now use you ur add-in, on Ex xcels main me enu bar click th he Tools menu u, and choose S Sensitivity Analysis A (SensIt t), Risk Simula ation (RiskSim m), or Decision Tree (TreePlan n).

3.9 3 INSTA ALLING AN A ADD-IN N IN EXCEL 2003

Windows W operat ting systems al llow multiple users u of a singl le computer to partition and t thus share tions are th he computer, with w an Adminis strator maintaining overall co ontrol. The foll lowing instruct ap ppropriate for installing i an ad dd-in in either an a Administrat tor or standard d user account. In n Windows 7, 8, 8 or Vista, cop py the XLA file e, and paste it i into folder
C: :\ Users \ Us serName \ App pData \ Roami ing \ Microso oft \ AddIns s

In n Windows XP P, copy the XLA A file, and past te it into folder r

C: :\ Documents and Settings s \ UserName \ Applicatio on Data \ Mi icrosoft \ Ad ddIns

St tart Excel 2003 3, and choose Tools T | Add-Ins s. The Add-In Manager dialo og box appears s as shown be elow in Figure 3.10. Figure 3.10 Exc cel 2003 Add-I In Manager

Check the box for f your add-in. In this examp ple, the name is s SensIt 1.43 S Sensitivity Ana alysis. After yo ou check the bo ox, click OK. To now use you ur add-in, on Ex xcels main me enu bar click th he Tools menu u, and choose S Sensitivity Analysis A (SensIt t), Risk Simula ation (RiskSim m), or Decision Tree (TreePlan n). Si ince the AddIn ns folder is a tru usted location, you can set th he security leve el to High or V Very High an nd avoid securi ity warnings when w the add-in n is loaded. Fol llow the setting gs as shown in the screen be elow. Choose Tools T | Macro | Security | Tru usted Publisher rs, check the bo ox for "Trust a all installed ad dd-ins and tem mplates," and cli ick OK. Close Excel and star rt it again. Note e that this tells s Excel to tru ust all installed d add-ins, not just SensIt, Ris skSim, and Tre eePlan.

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Chapter 3 In nstalling TreePlan n, SimVoi, RiskS Sim, and SensIt

Figure 3.11 Exc cel 2003 Tools s Macro Security Trusted Pub blishers

n summary, if you y put the add d-in XLA file in i the AddIns f folder on a Win ndows comput ter, you In sh hould choose Tools T | Macro | Security | Trus sted Publishers s, and check th he box for "Tru ust all in nstalled add-ins s and templates s."

Uninstalling U g an Add-in in Excel 2003

To uninstall, firs st quit Excel, and a then delete, move, or rena ame the XLA f file so that Exc cel can no lo onger find it. To delete the file, use the file manager m to nav vigate to the fil le location, sel lect it, and pr ress the Delete key. Or, navig gate in Window ws XP using M My Computer or in Windows Vista using St tart | Computer r. After A the XLA file f no longer exists e where Ex xcel expects to o find it, next delete it from th he Add-in lis st. Start Excel, choose Tools | Add-Ins, unc check the add-in in file name in the "Add-Ins a available" lis st, and respond d to the prompt t to delete it fro om the list.