Scribd
Upload
1K views

WST Macros Add-In Instructions

This document provides instructions for installing macros in Excel for PC and Mac. It is a 6 step process for PC and 5 step process for Mac. The instructions explain how to locate the macro file, enable macros in Excel, and paste or select the macro file. It also provides tips for updating or removing macros.

Uploaded by

Trader Cat
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
1K views

WST Macros Add-In Instructions

This document provides instructions for installing macros in Excel for PC and Mac. It is a 6 step process for PC and 5 step process for Mac. The instructions explain how to locate the macro file, enable macros in Excel, and paste or select the macro file. It also provides tips for updating or removing macros.

Uploaded by

Trader Cat
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 3

WST MACROS ADD-IN INSTALLATION INSTRUCTIONS (EXCEL FOR PC)

STEP 1) STEP 2) STEP 3)


Locate WSTMacros.XLAM file and Open Excel with a blank file. On In the Add-Ins dialog box that
copy it or extract the file from ZIP your keyboard, hit ALT + T + I, appears, click on Browse (or
file and then copy (Ctrl + C) one key at a time (Tools, Add-Ins) Alt + B at the same time)

Excel versions after 2003 will see


“Office access key”; continue
with the keystrokes in sequence:
OR go to: www.wallst-training.com
and click on FREE RESOURCES for
latest version of our macros.
Excel 2003: use .XLA version

STEP 4)
(i) RIGHT click INSIDE the middle of the explorer shell and (ii) PASTE the add-in file which now appears. Then,
(iii) select the file and (iv) click OK. In the list of Add-Ins available, make sure it is checked and click OK.

RIGHT click anywhere


INSIDE this box & PASTE

STEP 5) STEP 6) [Optional if macros disappear]


Your macros are installed – view the new WST ribbon If the WST macro keeps disappearing, then go back into
menu and additional features! Completely shut down Tools Add-Ins, Browse (Steps 2 and 3), right click the
Excel and restart Excel. macro file, select Properties and click UNBLOCK

Note: To update or remove macros: In Tools  Add-Ins, uncheck old WSTMacros, hit OK; then go back to
Tools  Add-Ins, click Browse, select the file and delete and install new version per above instructions.
© Wall Street Training & Advisory, Inc. +1 (212) 537-6631
Hamilton Lin, CFA [email protected]
Founder & CEO wallst.training
WST MACROS ADD-IN INSTALLATION INSTRUCTIONS (EXCEL FOR MAC)
STEP 1) STEP 2)
Select the WST Macro file (either from ZIP folder Navigate to your HD and PASTE the macro file in your
or provided to you) and select COPY “Documents” folder

Note: Excel 2011 for Mac, use the .XLA version


Note: Excel 2016 for Mac, use the .XLAM version
STEP 3)
Open up Excel (note, VBA is disabled in Office 2008 for Mac)
Go to Tools  Add-Ins Click on SELECT button

© Wall Street Training & Advisory, Inc. +1 (212) 537-6631


Hamilton Lin, CFA [email protected]
Founder & CEO wallst.training
STEP 4)
Navigate to your Macintosh HD and click on OPEN Back in the ADD-INS dialog box, make
sure the WST Macro file is checked on and
click OK

STEP 5)
Excel Confirm your WST appears in the upper right of the Excel menu bar on top

Note: To update or remove macros: In Tools  Add-Ins, uncheck old WSTMacros, hit OK; then go back to your
HD and delete the old macro file.

Still need more help?


Go to wallst.training and click on FREE RESOURCES; scroll down to Technical Resources for VIDEO-BASED
instructions on installing macro for both PC (all versions) and Mac.

© Wall Street Training & Advisory, Inc. +1 (212) 537-6631


Hamilton Lin, CFA [email protected]
Founder & CEO wallst.training

You might also like