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Installing the Excel add-in

Enables the KPImailer task pane inside desktop Excel, so you can design templates and have them filled with live Qlik data.

Steps

Section titled “Steps”

  1. From Templates, select Set up Excel add-in.

    Excel templates list with the Set up Excel add-in and New template buttons

  2. Read which case applies to you:

    • On the KPImailer server computer - nothing to do. Anyone who signs in to Windows on the machine where KPImailer is installed gets the add-in automatically the next time they log in.
    • On your own computer (using Excel over the local network or VPN) - follow the one-time setup below.

    Set up the Excel add-in page with separate instructions for the server computer and your own computer, and a Download setup script button

  3. Select Download setup script - it saves a PowerShell script to your Downloads folder.

  4. Open Windows PowerShell and run it with the execution policy bypassed:

    powershell -ExecutionPolicy Bypass -File "$HOME\Downloads\Enable-KPImailer-Excel-Addin.ps1"

  5. When Windows asks “You are about to install a certificate”, select Yes. This trusts the KPImailer site for your Windows account only - no administrator rights are needed, and nothing changes system-wide.

  6. Fully close and reopen Excel.

  7. Open a template with Edit in Excel, or add the pane manually from Insert → My Add-ins → KPImailer.

Worked example

Section titled “Worked example”

A report author who works from a laptop over VPN, separate from the KPImailer server, downloads the setup script, runs it with the execution-policy bypass, accepts the certificate prompt, and restarts Excel. The next time they select Edit in Excel on a template, the KPImailer pane opens automatically alongside the workbook.