Excel Add-In
The Excel Add-in allows you connect your Excel workbooks to Mobil Serv allowing you to:
- Consume historical work data.
- Download and update assets in Mobil Serv from directly within Excel.
Excel Add-in – expanding data management features within Mobil Serv. Directly access Mobil Serv data via Excel.
Sample Results - pull sample results directly into Excel for review and analysis
Assets – view list of assets (read only) or edit (restricted role) in Excel
Edit – Select asset attributes from lists pulled directly from Mobil Serv
Edit – Asset information is validated before saving to Mobil Serv
Installation for external users (non-ExxonMobil employees)
- Click here to download MS Excel Add-In for Mobil Serv (note the download location).
- Locate the downloaded "setup.exe" file and double click it to launch the installer.
- Follow prompts to install.
- Open Excel and navigate to the new Mobil Serv tab.
- Enter username and password for Mobil Serv.
- Select Login.
Installation/Updates for ExxonMobil employees
- Navigate to the Software Center on your ExxonMobil PC
- Select the MSLA Excel Add-In from Applications tab
- Select Install; Follow prompts to install.
- Open Excel and navigate to the new Mobil Serv tab.
- Enter username and password for Mobil Serv.
- Select Login
Requirements:
Windows based Microsoft Excel 2007 or greater
Note: Microsoft Excel add-in on Apple devices is not supported
Login
- Open Excel and navigate to the Mobil Serv tab.
- Enter your Mobil Serv Email and Password
- Click Login
What if I do not see the “Mobil Serv” add-in?
VIDEO : MSLA_Excel Add-in_Active.mp4
If you installed the Mobil Serv add-in, but do not see the Mobil Serv tab
Open Excel-
- Select File
- Select Options
- Select Add-ins
- At bottom of page, next to Manage - Pick COM Add-ins, then click Go
- Check MobilServ.ExcelAddIn, then OK
Expanded ‘on-demand’ options to review and analyze sample results
Three options exist for exporting sample result data
Security Rights: Based on the following rights you will see additional options in the ribbon:
- Access Excel Add In (Allows the login to the Excel Add-in)
- Access Excel Sample Data Group (Enables view of the Sample Data Ribbon)
- Access Excel Assets Group (Enables view of the Assets Ribbon)
- Can Submit Asset From Excel (Enables a user to edit and submit assets to Mobil Serv using Excel)
Store the Add-in in a Trusted Location
The great solution to the missing ribbon is to store the add-in file in a Trusted Location. A Trusted Location is a folder on your hard drive or server that has been added to the Trusted Locations list in Excel.
You can either move the add-in file to a trusted location or add the add-in file's location to the list of trusted locations.
How to add a folder to the Trusted Locations list in Excel:
Open the Trusted Locations menu. File>Options>Trust Center>Trust Center Settings>Trusted Locations.
Press the Add new location.
Select the Browse button.
Navigate to the folder that contains your add-in file and press OK.
Press OK on the Trust Center Window.
Close Excel and re-open.
The Default Add-Ins Folder Needs to be Trusted
The following path is the default location where add-ins are stored on the computer:
- C:\Users\your_username\AppData\Roaming\Microsoft\AddIns
- C:\Users\your_username\AppData\Local
NOTE: Please be sure to check the Subfolders check box.
If you store add-ins in this default AddIns folder then you will need to add it to the Trusted Locations list. For most users, it is not trusted by default.
Requirements
Windows-based Microsoft Excel 2007 or greater
Note: Microsoft Excel add-in on Apple devices is not supported
If you are having trouble with getting your Mobil Serv add-in to stay on your task bar, please review the article below:
https://www.excelcampus.com/vba/add-in-ribbon-disappears/
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