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General
The Add In enables the access to energy data of the energy System from Excel functions. With a series of special functions, own individual evaluations can be created and updated per press a button. It can be worked with a Project explorer. Furthermore there are several predefined queries available.
Following points are notable by using the Add In:
- System requirements and Installation
- There are the same User permissions and User roles as the in visual energy.
- The excel client requires a http / https – connection to the visual energy webserver
- When a Excel-Sheet is transmitted to another user, so the receiver requires the Excel Add In too, as well as a http / https – connection to visual energy webserver, when he want to use the visual energy functions.
Set up connection
For using all functions, first you have to set up the connection to visual energy webserver:
Toolbar
After the installation of the Add In, in Excel a new toolbar can be found:
| Area | Function | Description |
|---|---|---|
| Documents | Open from Web | Loads Excel documents from a visual energy document directory. |
| Documents | Save in Web | Save Excel documents in a visual energy 4 document directory |
| Data View | Project | Project Explorer display / hide |
| Data View | Meteringpoint | Dialog display Meteringpoint Info |
| Data View | Assignments | Open a Dialog for editing Cost centers / Energy benefits |
| List | Objects | New table sheet with e.g. paste Meteringpoints of a Medium |
| List | Reports | New table sheet with e.g. paste Cost centers |
| List | Templates | Open example templates |
| Settings | Server / Project | Settings for the server connection |
| Settings | Version-Info | Shows the current Add In version |
| Settings | Check Connection | Enables to check the connection to visual energy 4 web service |
| Calculation | Manual / Automatic | Change between the calculate mod automatic and manual |