Excel
The CalcTree Excel add-in lets you run approved engineering calculations, link spreadsheet data to reports, and collaborate with your team—all within Excel.
Last updated
The CalcTree Excel add-in lets you run approved engineering calculations, link spreadsheet data to reports, and collaborate with your team—all within Excel.
Last updated
Ensure team members use approved calculations when working in Excel
Run bulk calculations in Excel of calculations hosted on CalcTree
Populate report templates on CalcTree with data from Excel in one click
To install the CalcTree Excel Add-in, you will need to download and use our .xml manifest file.
We recommend setting up the add-in using a network shared folder method, which allows you to install the add-in locally without needing central IT deployment.
Follow these steps:
Sideload the add-in into Excel by selecting Insert > Get Add-ins > Shared Folder and choosing the CalcTree Add-in.
If you need any assistance with setup, contact us at contact@calctree.com — we’re happy to help guide you through it.
For business or enterprise deployment across multiple users, we recommend uploading the CalcTree Add-in to your organization's centralized Office Add-in Catalog.
Follow these steps:
Once uploaded, users will be able to access the CalcTree Add-in directly through the Insert > Get Add-ins > Admin Managed section in Excel.
If your team needs help with deployment or technical questions, reach out to us at contact@calctree.com.
When you open the CalcTree Excel add-in for the first time, you'll be prompted to enter your:
Workspace URL (use any page URL from the target workspace)
You can update these later by clicking the settings (gear) icon in the bottom-right corner of the plugin (see left image below).
Once connected to your CalcTree workspace, you can browse through available calculations directly in Excel. These are organized by folders and categories.
Expand or collapse calculation branches using the toggle arrows
Click the calculation title to open it's details
Click the star icon to add calculations to your Favourites
Click on any calculation to view it's details:
Overview - View and click the link to see the source page.
Parameters - View all parameters on the page. See the display name, name, formula, and current default value.
Send data - Send and sync data from Excel ranges to parameters and tables in CalcTree [See section 7].
View Usage - View and rerun all instances of a calculations usage within your spreadsheet [See section 8].
Viewing the calculation details of a CalcTree page helps to understand how to integrate it into your spreadsheet.
Click the 'Use' button to the right of any calculation to use it in your spreadsheet.
You can run a calculation in two ways:
Ideal for one-off calculations using selected cells, with only one set of input data.
Insert the cells you want to reference into this dialogue by clicking the range you want, then click the text area for the corresponding field in the dialogue.
Use this when you are working with multiple rows of data, and would like to apply the logic of a CalcTree calculation across all instances. You can utilise this functionality in two ways, accessed from the dialogue that appears.
Current selection: Use a selected range in your spreadsheet as inputs
Insert in new sheet: Add the parameters of the CalcTree calculation as columns in a new sheet
When you select an option, the 'Select Parameters' dialogue (image above - right side) will pop up. This dialogue allows you select the input parameters you'd like to send data into, and the output parameters you will receive back.
When using currently selected range to run a bulk calculation over, ensure you include a header row that matches the name for each corresponding parameter, as opposed to the display name.
The results will be returned to the cells to the right of your selected cells. Make sure there's space in these cell for all the output parameters you've selected.
This option will create a new sheet named the same as your calculation. It provides pre-made headers matching the parameters selected in the dialogue.
Simply add your input data into the corresponding columns, and the calculation will process to the right of the input data.
This is a useful feature for pre-populating report templates on CalcTree with spreadsheet data.
In the Send Data tab, you can link spreadsheet ranges to CalcTree parameters and keep them in sync.
Select a cell or range in your Excel sheet.
Click Set next to the corresponding parameter in the Send Data table. The selected range will appear in the table.
Click Update to send that data to the CalcTree parameter.
You can continue updating individual parameters as needed, or use Update All to send all linked values at once.
Whenever your spreadsheet data changes, simply click Update or Update All to push the latest values to CalcTree.
The View Usage tab allows you to track how and where each calculation has been used in your spreadsheet. This includes:
Whether it was run as a single calculation or in bulk
The exact cell range where the calculation was applied
The timestamp of the last run
The ability to add inline comments next to each calculation for notes or context
The option to re-run calculations directly from this view by clicking Update or Update All
The CalcTree Excel add-in turns engineering spreadsheets into dynamic tools by integrating robust, traceable, and reusable calculations from your CalcTree workspace.
Let us know if you'd like to:
Set up standard calculation libraries for your team
Customise workspace branches by project or client
Automate data syncing between Excel and Python calculations
If you have any questions or run into issues, feel free to reach out to us at contact@calctree.com. We're here
Download the CalcTree Excel Add-in .xml manifest file ().
Set up a trusted network folder following Microsoft's guide: .
Download the CalcTree Excel Add-in .xml manifest file ().
Work with your IT administrators to upload the manifest file via the Microsoft 365 admin center, following this guide: .
