Enabling the BI Tools Tab in Microsoft Excel
Note: This applies only to the Report Designer or Excel Genie Enabled Reports
If the BI Tools tab is missing in Microsoft Excel it could be due to the following:
- BI Generator could be inactive
- BI Generator could be disabled
- BI Generator Installer files may need to be run
Complete the following steps:
1. Open the Add-ins Manager in Microsoft Excel Options
2. In Microsoft Excel 2007, select the Office Logo in the top left of the window, and go to Excel Options. (In Excel 2010, select File > Options)
3. Select Add-Ins
4. Locate the BI Generator Add-in
5. If it is listed in Inactive Application Add-ins, then it must be enabled. At the bottom of the window, select Manage COM Add-ins, then select Go
6. If it is listed in Disabled Application Add-ins, then it must be enabled. At the bottom of the window, select Disabled Items, then select Go
7. If Inactive, select the BI Generator Add-in and click OK
8. If Disabled, select the BI Generator Add-in and click Enable
9. Typically, the BI Tools tab immediately appears. If it does not, close down all instances of Microsoft Excel that you have open, and re-do these steps
10. To ensure all instances of Microsoft Excel are closed, complete the following steps:
a. Open Task Manager. (Right click on your Task bar and select Start Task Manager)
b. Select the Processes Tab and locate any EXCEL.EXE items and (for each one) right click on the item and select End Process
If the BI Tools tab is still not available, follow the process below:
1. Navigate to C:Program Files (x86)Common FilesBIGeneratorInstallers
2. Install o2007pia.msi
3. Install VSTORInstaller.exe
Repeat the Process as detailed previously for activating and enabling the BI Generator using the Excel Options. The BI Tools should be available in Excel.
