SDX Interest Rates Help > Working with SDX Interest Rates > Adding SD Functionality into Excel > System Requirements For Using SD’s Excel Add-in In Your Excel Spreadsheet

System Requirements For Using SD’s Excel Add-in In Your Excel Spreadsheet

To work with the Excel add-in you need to make sure that the following system prerequisites are met:

Your desktop permissions should be configured to allow the running of Excel add-ins and macros.

In Excel 2003 you need to set the security level to low or medium. In Excel 2010 you need to check that the Add-ins settings in the Trust Center are all unchecked (this is the default setting).

This is necessary whether you are using the SD Excel spreadsheet itself or simply using SD’s Excel add-in in your own Excel spreadsheet.

Before you can run the SD functionality you must simultaneously run both the SD Excel add-in and an Excel spreadsheet that has been modified to call the SD functions in the SD Excel add-in.

It is best to configure your Excel spreadsheet to automatically load SD's Excel add-in for you.

Each user of the SD functionality in an Excel spreadsheet needs an SD license for each relevant pricer. This is because you must be logged in to the pricer (with your own username and password) in order to use the SD functions in the Excel spreadsheet.

If you generally use Citrix to access SDX Interest Rates or SDX Foreign Exchange, to use SD's Excel add-in you must log in to SDX Interest Rates and/or SDX Foreign Exchange via the main web site, www.sdgm.com.

 

In most cases once you have carried out the system requirements listed here you will be able to use the SD Excel add-in without having to do anything else. If there are any issues, see the Troubleshooting the SD Excel Add-in section, which will be available shortly.

To set the Excel 2003 security settings to low or medium:

1. In Excel, from the Tools menu click Macro and then Security. The Security window opens.
2. In the Security Level tab click Low or Medium.
3. Click OK.

To set the Excel 2010 add-ins security settings:

1. In Excel, click the File tab and then Options. The Excel Options window opens.
2. Click Trust Center and then the Trust Center Settings button. The Trust Center window opens.
3. On the left hand side click Add-Ins and then make sure the three check boxes are all unchecked.
4. Click OK and then OK.