In order to load the add-in (in Excel 2007–2010):
- Select Options from the File tab. The Excel Options dialog is displayed.
- Select Add-Ins to show the options for viewing and managing Microsoft Office Add-ins (sic).
- In the Manage box at the bottom, select Excel Add-ins (sic) and click Go…
- The Add-Ins dialog is displayed. Click on the Browse button. A file selection dialog is displayed.
- Select a file called stem.xla from the directory where STEM is installed and click OK. You are asked to confirm that you wish to copy
stem.xla
to your Add-Ins folder. Click Yes. The STEM Add-In is added to the list of installed add-ins, complete with a brief description of its functionality.
- Click OK.
- Select the Add-Ins tab of the Excel ribbon so that the toolbar is visible.
Note: depending on your company templates, it may be necessary to change the Excel macro security setting for a new workbook to allow access to its internal ‘VB project module’ to enable the STEM add-in to work properly. You can access the relevant settings in Excel via the Excel File/Options dialog. In the Trust Center category, click Trust Center Settings…, and then click the Macro Settings category. You need to tick Trust access to the VBA project object model.
In order to load the add-in (in Excel 1997–2005):
- Select Add-Ins from the Tools menu. The Add-In Manager is displayed.
- Follow steps 4–6 above.
When you first load the add-in in Excel 1997–2005, a custom toolbar should appear, with the caption STEM Add-In. (If not, it should be available via the Toolbars sub-menu on the Excel View menu.) In fact, the toolbar you see is a copy of the one in the add-in. It will still be available next time you start Excel, and clicking any of the buttons will automatically re-open the add-in file.
Figure 1: the STEM add-in custom toolbar
One of the buttons actually closes the add-in, although the toolbar itself remains visible. Like other Excel toolbars, it can be dragged to one side of the screen and ‘docked’; or closed, and subsequently recalled from the Toolbars sub-menu on the Excel View menu. The Customise command on this sub-menu enables you to add the add-in’s buttons to custom toolbars of your own, or to delete the toolbar altogether so that it is no longer available.
Note: it is necessary to delete a previous STEM add-in toolbar in order to access the extended toolbar supplied with STEM 7.3. To do this in earlier versions of Excel, choose the Toolbars sub-menu on the Excel View menu and use the Customise command on this sub-menu. In Excel 2007–2010 you can just right-click the old toolbar and select Delete Custom Toolbar from the popup menu.
 Edit toolbar definitions
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 Unload results
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 Browse to STEM model
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 Paste scenarios
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 Run the working model
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 Paste sensitivities
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 Run scenarios
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 Paste elements
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 Run All (run working model and scenarios)
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 Paste results
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 Update results
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 Close add-in
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 Load configuration
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 Help button
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 Load results
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Figure 2: functionality of buttons on the STEM add-in toolbar