Excel Quick Start

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Excel Quick Start

The PlaidCloud Office Add-in allows for focused analysis interactions directly in Microsoft Excel. The PlaidCloud Add-in enables direct interaction with Workspaces, Projects, Workflows, Tables, Views, and Variables in PlaidCloud. Its ability to provide a set of PlaidCloud functions aids in managing data analysis processes directly from Microsoft Excel, which makes analysis easier on you.

 

Install Add-in #

For Windows #

From the Insert > Add-ins menu in Microsoft Excel, type in PlaidCloud in the add-in search box.  Select the PlaidCloud Office Add-in and install it.

For Mac #

From the Insert > Store menu in Microsoft Excel for Mac, type in PlaidCloud in the add-in search box.  Select the PlaidCloud Office Add-in and install it.

Connecting to PlaidCloud #

 

For PlaidCloud Logins #

Connecting to PlaidCloud is much like your login to PlaidCloud directly. You will be asked for your email, password, and any multi-factor authentication code enabled. Fill this out as normal, and begin using the PlaidCloud Office Add-in!

For Single Sign-on Logins #

If you normally use single sign-on to access PlaidCloud, the login process will be transparent for you as long as you are currently logged into your organization.  If you are not logged in, you will be prompted to sign in.

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