Interface Breakdown

The Excel Add-in interface lets you securely connect to your Central Point and access your data directly in Excel. After signing in, the Add-ins tab become available, giving you access to all the functionalities you have permission to use.

Sign In

The Excel Add-in allows you to securely connect your Excel to your Central Point. Once connected, you can use all features that you have permission to.

When launching Excel, the sign in screen appears automatically if the file includes any SEI features. If not, the sign in screen opens when you select any SEI Add-in option for the first time.

Properties

Property	Description
Central Point	View the current Central Point. Use the dropdown menu to choose another one, or select Add to define a new one.
Domain	(Optional) Enter the domain name only if you're using Active Directory authentication.
Log In Option	Choose Basic Authentication or External Account (SSO).
Username	Enter your Basic Authentication username.
Password	Enter your Basic Authentication password.
External Accounts	Select the SSO options you want to use to sign in.
Keep me signed in	Select this option to stay signed in until you manually switch accounts.
Language	Select your preferred interface language. Supported languages: English, French, Spanish, Portuguese, Italian, German, Turkish, Simplified Chinese, Traditional Chinese.
Login	Select to sign and enable the Add-in features.

Sign in using Basic Authentication

1. Open Microsoft Excel.
2. If the sign in window appears automatically, proceed to the next step. Otherwise, click any item in the Add-ins tab.
3. In the sign in window:
   • Select or add a Central Point.
   • Enter your Username and Password.
   • (Optional) Enter a Domain, choose your preferred Language, and enable Keep me signed in if needed.
4. Click Login.

Sign in using External Account

1. Open Microsoft Excel.
2. If the sign in window appears automatically, proceed to the next step. Otherwise, click any item in the Add-ins tab.
3. In the sign in window:
   • Select or add a Central Point.
   • Select your External Account.
   • Log in through your SSO provider and choose your preferred Language.
4. Click Login.

Add a Central Point on-premise

If your Central Point isn't listed, add it manually:

1. In the sign in window, click the Add icon next to the Central Point field.
2. Fill in the fields based on your deployment.
3. Click Confirm. The new Central Point will now appear in the dropdown menu.

On-Premise Central Point setup

Field	Example
Central Point Path	\\SERVERNAME\CentralPoint
App Server Web URL	http://SERVERNAME:81

Cloud Central Point setup

Field	Example
Cloud URL	mycompany.clouddomain.com

note

Ask your system administrator if you're unsure how to configure your Central Point.

Fix Add-in path issues

When opening a file created by someone else, the Excel Add-in might not locate the correct Central Point—especially if the Add-in was installed in a different folder. This can cause formulas to break or display errors.

To fix this, use the Fix Add-in Path feature under the Add-ins tab. It scans your available Central Points and updates the file accordingly.

In most cases, this fix runs automatically when opening a file. If formula paths break, you can run the fix manually to restore functionality.