To install Excel™ web add-in:

Installation: (OneDrive) Right click and save this Installation File to your computer. View your OneDrive online. Select New; Excel workbook. On the Home ribbon, select Add-ins, select Manage My Add-ins, select Upload My Add-in then upload the 'manifest.xml' file to install the app. Click the DataMate App button, the task pane will appear. Select New Dataset or select a template.

Installation: (Dropbox) Right click and save this Installation File to your computer. Upload this NewDataset.xlsx to your Dropbox and open it in Excel for the web. On the Insert ribbon, select Add-ins, select Manage My Add-ins, select Upload My Add-in then upload the 'manifest.xml' file to install the app. Click the DataMate App button, the task pane will appear.

For additional installation instructions, see (Manually sideload an add-in to Office on the web)

Desktop Installation: see (Sideload Office Add-ins for testing from a network share) Excel 2013 or later required.

Step 1: Installing the Excel™ VBA Add-In

Follow these steps to install the DataMate Excel Add-In:

1. Download the Add-In:
   • Save the DataMate add-in file, typically with a .xlam extension, to a secure location on your computer.

Note: You may need to unblock the file:

• Right-click the file, select Properties, and check the Unblock option on the General tab.
2. Open Excel:
   • Launch Excel and go to the File tab.
3. Access Add-Ins:
   • Click Options and navigate to the Add-Ins section.
   • At the bottom of the window, select Excel Add-Ins from the dropdown and click Go.
4. Browse and Enable the Add-In:
   • In the Add-Ins window, click Browse.
   • Locate the downloaded .xlam file and click OK.
   • Ensure the checkbox next to the DataMate add-in is selected, then click OK.
5. Verify Installation:
   • The DataMate menu should now appear on the Excel ribbon.
   • If it doesn't appear, ensure macros are enabled under File > Options > Trust Center > Trust Center Settings > Macro Settings.

Step 2: Adding Data

Follow these steps to add data to your DataMate file:

1. Open DataMate: Enter or paste your data into cells A3:Q200 on the sheet named Sheet1. Note: Data entry is limited to this range. Ensure all cells containing text or data are merged and the DataMate add-in is active.
2. Create a New Dataset:
   • From the DataMate menu, select New Dataset.
   • This creates and initializes the necessary sheets and buttons for your dataset.
3. Refresh the Input sheet:
   • Go to the DataMate App menu and click Refresh Input.
   • This updates the sheet with the most recent data and formatting.
4. Refresh the View_Print sheet:
   • Go to the DataMate App menu and click Refresh View.
   • This updates dropdowns, validations, and displays the most recent data.

Step 3: Setting Up the Log Table

Keep track of your data records using the Log Table:

1. Link Log Fields:
   • On the Input sheet, locate the cell labeled Log 1.
   • Press = and click the cell containing the unique ID label (e.g., Invoice No.) on the same sheet. Press Enter.
   • For Log 1 Empty, select the cell below it, press =, and link it to the corresponding data (e.g., the actual invoice number).
2. Repeat for Additional Fields: Follow the above steps to create links for up to 12 log fields, depending on your data structure.

Step 4: Save, View, Print, and Update Your Data

Effortlessly manage your data with these DataMate actions:

1. Save a Record:
   • Enter your data on the Input sheet.
   • Click the Save Record button.
   • This saves the data and switches to the View/Print sheet for confirmation.
2. View a Record:
   • On the View/Print sheet, use the dropdown in cell B2:L2 to select a record by its unique identifier.
   • The selected record will populate the view fields.
3. Update a Record:
   • Navigate to the Update sheet.
   • Modify the data fields as needed.
4. Print a Record:
   • Go to File > Print and select Print Current Selection.
   • Ensure your print area is set to the relevant range on the View/Print sheet.
5. Refresh the Input Sheet:
   • Use Refresh Input to refresh the Input sheet with the current data from Sheet1. If changes are made directly to Sheet1, use Refresh View_Print to update the view accordingly.