Quarterly Sales Report Task Pane Add-in Sample for Excel 2016

Applies to: Excel 2016

This is a simple Excel task pane add-in that loads some data into a worksheet and creates a basic chart in Excel 2016. It comes in two flavors: text editor and Visual Studio.

Try it out

Text editor version

The simplest way to deploy and test your add-in is to copy the files to a network share.

1. Create a folder on a network share (for example, \\MyShare\QuarterlySalesReport) and copy all the files in the Text Editor folder.

2. Edit the element of the manifest file so that it points to the share location from step 1.

3. Copy the manifest (QuarterlySalesReportManifest.xml) to a network share (for example, \\MyShare\MyManifests).

4. Add the share location that contains the manifest as a trusted app catalog in Excel.

   a. Launch Excel and open a blank spreadsheet.

   b. Choose the File tab, and then choose Options.

   c. Choose Trust Center, and then choose the Trust Center Settings button.

   d. Choose Trusted App Catalogs.

   e. In the Catalog Url box, enter the path to the network share you created in step 1, and then choose Add Catalog.

f. Select the Show in Menu check box, and then choose OK. A message appears to inform you that your settings will be applied the next time you start Office.

5. Test and run the add-in.

   a. In the Insert tab in Excel 2016, choose My Add-ins.

   b. In the Office Add-ins dialog box, choose Shared Folder.

   c. Choose Quarterly Sales Report Sample>Insert. The add-in opens in a task pane to the right of the current worksheet, as shown in the following figure.

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d.  Click the **Click me!** button to render the data and the chart inside the worksheet, as shown in the following figure.  To see the chart update dynamically, just change the data in the range. 

Visual Studio version

1. Copy the project to a local folder and open the Excel-Add-in-JS-QuarterlySalesReport.sln in Visual Studio.
2. Press F5 to build and deploy the sample add-in. Excel launches and the add-in opens in a task pane to the right of a blank worksheet, as shown in the following figure.

3. Click the Click me! button to render the data and the chart inside the worksheet, as shown in the following figure. To see the chart update dynamically, just change the data in the range.

Code it

If you want to write this add-in yourself from scratch, see Build your first Excel Add-in.

Learn more

The Excel JavaScript APIs have much more to offer you as you develop add-ins. The following are just a few of the available resources.

1. Excel Add-ins programming overview
2. Snippet Explorer for Excel
3. Excel Add-ins code samples
4. Excel Add-ins JavaScript API Reference
5. Build your first Excel Add-in