So, the TillerHQ staff drop the figurative gauntlet and I like a challenge. Plus, I need this to work and really like their budget worksheet.
I have been finished with this Add In as far as functionality for a couple of days, it still needs to be refined and given the Tiller brand if they like it, but Microsoft has a secret handshake on getting the Add In published to the Add In store. However, there is always a work around.
Things I have learned (nutshell edition):
- Office Add Ins are nothing but websites that are formatted to fit the Add In specifications. (HTML and CSS).
- I also learned Microsoft VS Code to create the shell of the Add In. (Office Add-ins with Visual Studio Code)
- In the end, you have a website with all the functionality and a manifest file in XML format.
The live Add In we will be discussing is located here: Mr. Signal’s Fun with Tiller Budget (windows.net)
Might be some discussion here as it is not straightforward as installing it from the Microsoft Office store as you installed the Tiller Add In. Unfortunately, this has to be done every time until the Add In is in the Office store.
Temporary Instructions (Office.com)
Open your Budget worksheet. (Make a copy until you are comfortable.)
Go to the Insert menu and choose Office Add-Ins
You should see Manage My Add-Ins up top.
Click on Manage My Add-Ins and you should see this window.
Select Upload My Add-In.
Click the browse button.
Copy and paste this link in to the Filename: https://tilleraddin.z13.web.core.windows.net//manifest.xml
Then click open, and it should bring up this window, although your file name maybe different.
Then hit upload.
The Add in should show up on the Home tab and look like this.
Click on the Add In and follow the directions.
For the Add In to function correctly, you need to use the TillerHQ foundation budget workbook.
- Transactions sheet for add in the transaction.
- Balance History sheet for adding in the manual account.
The Add In creates a sheet called Mr. Signals calculation sheet you can view this sheet to see if your transaction and account information lined up correctly to your headers. (I believe this is dynamic now but if you have issues let me know.)
There should be no setup just the adding of the Add In.
Adding the transaction is more refined then adding the account. Most of the extra stuff like transactionID etc are taken care of automatically.
The Add manual account just has all of the fields as of now, some will be removed and automated.
I should be able to update the code a lot faster now, but I will increment the version number and I will display the update on the main page)