Installing The TagniFi Excel Add-In

The add-in runs in Excel for Windows and Mac on Office 365. Installation does not require local admin rights.

Setup

1. 1Open Excel.
2. 2Under the Home menu, click on Add-Ins.
3. 3Search for 'TagniFi'.
4. 4Select Install.
5. 5Go to TagniFi > My Account and sign in with your existing credentials.
6. 6Confirm the ribbon shows Connected before building formulas.

Refresh behavior

Workbooks refresh on open, on demand from the ribbon, and automatically when a filing updates a value you reference. Refresh can be paused per workbook while you are drafting.

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