Excel 2007: How to Download, Install, Save, and Configure for Macros

(Click here for Excel 2010) (Click here for Excel 2003)

1. Look for the e-mail with the download link. You may need to check your Spam folder.
Click on the download link.

2. Click to download.

3. Save the file.

4. Find the file in your download folder and open.

5. Install the file.

6. You'll see this dialog box the first time you open EZ Numbers. Click "Always trust macros from this publisher" and "Enable Macros."

7. EZ Numbers will now be saved in a folder called EZ Numbers in your Program Files.

It will say "Compatibility Mode" at the top, but this will go away when you save it.

8. When you save EZ Numbers the first time, we recommend you save a working copy in to your Documents folder. That way you always have a clean, back-up copy in your Program Files folder.

Save the file as "Excel Macro-Enabled Workbook." If you save in another format, it will not work. It will then be a .xlsm file.

9. Finally, you need to configure Excel to allow Macros to run. Macros are basically recorded key strokes that allow for navigation and functionality shortcuts. Here's an example from pro formas that allow you to view periods in Months, Quarters, and Years:

This ability to see different views at the click of a button is one of the many proprietary macros in EZ Numbers.

10. Click the Office Button on the upper left hand corner.

11. Click "Excel Options."

12. Click "Trust Center" on the left, then "Trust Center Settings" on the right.

13. Click "Macro Settings" on the left. Select "Disable all macros except digitally signed macros" in the middle.
Then click Ok on the bottom.

14. Last step! Save Excel, quit the application, then re-open.

If the macros don't work, you can try "Enable all macros." Then when you're done using EZ Numbers, change the security setting back to whatever you like. Note, EZ Numbers has gone through the Trusted Publisher certification process, and poses no threat to your system.

We apologize for the hoops you have to jump through to configure the program, but now you're all set, and can make your custom pro formas today.