HOW TO INSTALL AND UNINSTALL FSBforecast - Duke's Fuqua ...

HOW TO INSTALL AND UNINSTALL FSBforecast (September 2011)
FSBforecast is a powerful Excel add‐in for data analysis and regression that was developed here at the
Fuqua School of Business over the last several years. We believe it is the best Excel‐based regression
software that is currently available. It works with either Excel 2007 or Excel 2010, but not Excel 2003.
Step 1. The first step in the installation process is to make sure you don’t have FSBstats, the add‐in
used in the core stats course, or an earlier version of FSBforecast, currently installed. Open Excel and
look at the right end of the main menu bar, next to “Add‐Ins”. If you see FSBstats or FSBforecast already
there, you should remove it before proceeding further. See the instructions in the second half of this
handout for instructions on how to do that.
Step 2. The next step is to and check your language settings: you must have “English (U.S.)” installed
and enabled, and other languages (if any) disabled, at any time when you are installing or using
FSBforecast. Some non‐U.S.‐English language settings will interfere with the execution of software like
FSBforecast that is written in Visual Basic. It is easy to enable one language and disable another during a
session if both are installed. On the Start menu, go to All Programs Microsoft Office Microsoft
Office Tools Microsoft Office Language Settings. If necessary, enable English (U.S.) and disable
whatever was previously enabled before starting an Excel session in which you will use FSBforecast.
After you are finished using FSBforecast in a session, you can return to the language settings panel and
switch back to the original settings
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In
addition to
the Office language setting, the “language for non‐unicode programs” used by Windows
must also set
to English.
In
Windows 7, you can check this by
going to Control Panel Clock, Language, and Region Change
display language Administrative Language
for non‐unicode programs.
In
Windows XP, go to Control Panel Regional and language options Regional options
Advanced options.
and also
Step 3. The next step is to check your macro security settings. If you
don’t have
your macro
security
settings properly adjusted, the add‐in may fail to
load or it may load but fail to work, i.e., it may appear
to
be installed, but nothing will happen when you click the
Data Analysis or Regression buttons. You
need to set your macro security level to “Disable all macros with notification.”
This means
that you
will be prompted whether to enable or disable any macro that you try to
install or run.
To
choose this setting in Excel 2010, click the File
tab in the the upper left corner of the screen, then click
the Options button at the bottom of the drop‐down box.
In Excel 2007 you would click the Office
button
in
the upper left, then click
the Excel Options
button at
the bottom of the
drop‐down
box.
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Next choose Trust Center from the left sidebar, then hit the Trust Center Settings button, then hit the
Macro Settings button and set the macro security level to “Disable all macros with notification.” Here
are screen shots of what you should see:
Click “OK” on both panels to confirm the (new) settings.
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Step 4. After checking the macro settings, leave Excel open. (This is important if you also have Excel
2003 installed—it will ensure that FSBforecast gets installed under Excel 2007 or 2010 rather than 2003.)
Now use your browser to go to the course software web page and click the “Download FSBforecast”
link. (If you get an “Open or Save” option, choose “Open” to launch the Winzip file extraction
program.) When the Winzip window opens, hit the Extract button on the Winzip toolbar. (Do NOT
double‐click on the file name.)
In the next window, choose the location to which to extract the file, and hit the Extract button in the
lower right of the dialog box. It is OK to just extract the file to the root directory on your C: drive as
shown here, or you can choose some other more specific locations.
It would be more systematic to extract the FSBforecast.xlam file to the folder where other add‐ins are
located (if you can find it!), but the C: drive root directory is shown here for simplicity, and it is perfectly
fine to use it. Caution: If your computer is on a network, do NOT extract the file to a network drive.
It must be stored somewhere on your hard disk.
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Step 5. Finally, go back to Excel and use the File/Open command to open the FSBforecast.xlam file
from the location to which you extracted it. If you extracted it to the root directory on your C: drive,
click “My computer” on the left sidebar, then click “Local disk C:” and look for it there.
Double‐click on the FSBforecast file to open it. You will get a prompt asking whether to enable macros:
Reply “Enable Macros” to this prompt. Next you will get another prompt asking whether you want to
permanently install FSBforecast:
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If
you choose
“Yes” (which is recommended), FSBforecast will be permanently installed so that it will
automatically
appear on your menu bar whenever you launch Excel. Otherwise, you choose “No,” it will
be installed only for your
current Excel session and you willl have to re‐open doesn’t mean
you can’t uninstall it
the FSBforecast.xlam file if
you want to use it in another Excel session. “Permanent” installation
later. If you do wish to uninstall FSBforecast, it is easy to do (it just takes a few seconds), but you have
to
follow a very specific sequence of steps. The second half of this handout contains instructions on how
to
do that. You must uninstall it before attempting to install any newer version that may
become
available later.
Once you enter Excel with FSBforecast installed, either permanently or
only for your current session, it
will appear on
the right side of your main menu bar:
Important:
When using FSBforecast, the Euro
Currency Tools add‐in
must NOT be active. It makes
changes to the worksheet that may cause other add‐ins such as FSBforecast to
produce erroneous
results. They
may appear to work, but their calculations will not all be
correct, which is dangerous. If
you start a session with
both FSBforecast and
Euro Currency Tools activated, then FSBforecast will
automatically
turn off Euro Currency Tools and give you the following message:
If
you want to check its status, click the File
tab in
the upper left corner of the screen (or the
button in
Excel 2007), then click the Options
button at the bottom of the dropbottom
of
down box.
Next, click the Add‐Ins button on the left sidebar, then click the Go button at the screen next to
where it says “Manage
Excel Add‐ins.”
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You will now see a box showing the available add‐ins. The ones whose boxes have a green check mark
are the ones that are active. Make sure there is NOT a green check mark in the Euro Currency Tools box.
If you ever need to use the Euro
Currency Tools add‐in, you can
activate it again by returning to this
panel and checking its box, while also
UN‐checking the box for FSBforecast.
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HOW TO REMOVE A PREVIOUSLY INSTALLED VERSION OF FSBstats OR FSBforecast BEFORE
INSTALLING A NEWER VERSION
Step 1. Before installing FSBforecast, you must uninstall FSBstats, the add‐in used in the core stats
course, if it has been permanently installed under your current version of Excel. You must also uninstall
a previously‐installed version of FSBforecast before installing a newer version to replace it. Don’t
simply open the new FSBforecast file while an old version of FSBstats or FSBforecast is still present on the
menu.
The first step is to find the location of the FSBstats.xlam or FSBforecast.xlam file that you previously
permanently installed so that you can move or delete it. To do this, click the File
tab in the
upper left corner of the Excel 2010 window (or the
button in Excel 2007), then click the Options
button at the bottom of the drop‐down menu.
Next, click the Add‐Ins button on the left sidebar Add‐Ins button
on the left sidebar
as shown below. Look at the list of active add‐ins to find the location of the FSBstats.xlam file. If you
highlight it on the “Active Applications Add‐ins” list at the top, you will see the full directory path
displayed at the bottom of the screen, as illustrated below.
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Your location may not be the same as the one shown above—it will be wherever you stored the file
when you first downloaded and installed it. If you placed it in your add‐ins folder, it will be at the end of
a long path which you may need to write down before continuing. Next use Windows Explorer to
navigate to this location and delete the old FSBstats.xlam or FSBforecast.xlam file:
Alternatively, you could rename it or move it to some other folder if you want to keep it for posterity.
The important thing is that it should not continue to exist in its current folder location under its current
name, so that Excel will not be able to find it.
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Step 2. After
deleting or moving or renaming the
old file, shut down Excel (this is key!)
Step 3. Open
up Excel again. You will get an error message such as the following, saying that FSBstats or
FSBforecast cannot be found:
Step 4: Now return to your add‐in list by the same procedure as before: click the File
tab (or
button) in the upper left corner of the screen, then click the Options
button at
the bottom of the drop‐down menu. Then click the Add‐Ins button on
the left sidebar Add‐Ins button
on the left sidebar, then the Go button at the bottom:
Step 5: After
hitting “Go” you should see the Add‐ins box shown below. Click on the word FSBstats or
FSBforecast or its check box, and you
will get an error message saying that it cannot
be found:
Step 6: Hit the “Yes” button to delete it from the add‐ins list, then “OK” to return
to the spreadsheet,
then exit from
Excel. It’s
gone! You can now re‐open Excel and install the latest version of FSBforecast.
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