How to install Results Add-in to Excel and update goals using the Widget

Following are the steps to install Add-in to Excel and update a detailed history KPI goal from Excel. 

For Windows

  • To install for Windows, please click on the following links to download and then install the Add-on 32 BIT VERSION / 64 BIT VERSION depending on your system capabilities 
  • After successfully installing the Add-in, you should now see a new tab in your Excel named "Add-ins". Click on the Add-ins tab and click on "Login".



  • Please enter your user credentials and click on "Login"



  • After successfully Logging into your account, you should now be able to see your name and more options, "Goals" and "Synchronize".



  • Click on "Goals" to view list of all your goals. Also you should now be able to see more options "Link Cell", "Delete Link" and "Refresh"
  • To see all Goals in Alphabetical order - click on "Goal Name" in the grid



  • In this case, we are updating "Testing Excel Widgets" goal. You can see below that the goal has no data entered.



  • Click on the "Goal" you want to update and click on the "Cell" which you want to link with the goal. In this case, "Testing Excel Widgets" goal and A3 cell. 



  •  After selecting the cell, click on "Link Cell". You should now be able to see the linked Cell number and Value of the goal. Now click on "Synchronize".



  • On the next page click on "Synchronize" and you should see number of "Goals Updated" in green and the list of goals updated in the field below.



  • The goal in your account should now be updated, in this case is "Testing Excel Widgets"



  • To delete/unlink a goal, first click anywhere on the goal you want to unlink and click on "Delete Link".



  • To update multiple goals, click on the goal and link with the Cell and repeat the process for all the goals you need to update and click "Synchronize".



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