top of page

Setup Guide

​

For Windows Users

​

Step 1: Extract the Files

  1. Locate the downloaded ZIP file.

  2. Right-click the ZIP file and choose Extract All.

  3. Follow the prompts to extract the contents to a folder of your choice.

​​

Step 2: Mark the Excel File as Safe

  1. Before opening the file, locate it in File Explorer.

  2. Right-click the file and select Properties.

  3. ​​​​​​​​​​​​​​​​In the General tab, look for a checkbox labeled "Unblock" near the bottom.

  4. If it exists, check Unblock, then click Apply and OK.

  5. ​​​​​​​​​​​​​Now open the file in Excel — it should no longer show macro-related security warnings.

​

​

​

​

​

​

​

​

 

​

​

​

​

​

​​​

​

Step 3: Enable Macros in Excel (if prompted)

  1. Open the Excel file.

  2. If a yellow bar appears at the top, click "Enable Content" to allow macros to run.

​

​​​

​​​

​​​​

​

Step 4: Install the Solver Add-in

  1. In Excel, go to the File tab and choose Options.

  2. Select Add-ins from the left menu.

  3. At the bottom, next to Manage, select Excel Add-ins and click Go.

  4. In the Add-Ins window, check the box for Solver Add-in.

  5. Click OK. Solver will now appear in the Data tab under Analysis.

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​​

​

For Mac Users

​

Step 1: Allow Macros and Mark File as Safe

  1. Open the Excel file.

  2. If a warning appears, click Enable Macros or Enable Content.

  3. If Excel blocks the file:

    • Close Excel.

    • Locate the file in Finder.

    • Right-click and select Get Info.

    • At the bottom, if you see "Open with Rosetta" or "Locked", uncheck those boxes.

    • Reopen the file in Excel.

​​

Step 2: Trust the File Location (Optional but Recommended)

  1. In Excel, go to Excel > Preferences > Security & Privacy.

  2. You can adjust settings under Macro Security to allow macros from trusted sources.

​​

Step 3: Install the Solver Add-in

  1. In Excel, go to the Tools menu and choose Excel Add-ins.

  2. Check the box for Solver Add-in.

  3. Click OK. Solver will now appear in the Data tab.

​

​​​​​

​​

Properties.png
Unlock.png
Macro Warning.png
File Options.png
Solver.png
bottom of page