Excel Add-in

Cao-long Huynh
Cao-long Huynh Customer
First Comment
edited June 2023 in Platform

Hi everyone,

we installed the add-in for excel and everything is working fine but there is something quite annoying.
When you connect to BOARD via the Excel add-in, it automatically disconnect you from BOARD it self. When we come back to it, it will show us an error saying we are already connected (obviously via Excel)

Is it possible to allow to navigate BOARD via the navigator and excel in the same time ?

Kind Regards,

Cao-long Huynh

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Accepted Answer

Answers

  • Sam Grobet
    Sam Grobet Active Partner
    Third Anniversary Level 200: Building A Planning Solution in Board Level 100: Foundations of Building in Board First Comment

    I have the same experience when using the Power BI add-in. Logging into the Power add-in, logs me out on the web client

  • Zachary Turner
    Zachary Turner Employee
    25 Likes 10 Comments Level 100: Foundations of Building in Board Level 200: Building A Planning Solution in Board
    edited September 2023

    Hi!

    If you're using the same user name to authenticate BOARD Web and the Excel Add-in, BOARD will treat this as multiple logins if the Web Service setting is set to false (and believe it is false by default). You can open a support ticket and ask for this setting to be changed.

    As an example, if Web Service is set to false - Board does the following:

    If you login to BOARD again and have another session open, BOARD will close out the other sessions.

    If you log into BOARD Web and then the Excel Add-in, it will also log you out of BOARD Web.

    Other temp work around:

    Create a second BOARD login and use it to log into the Excel Add-in while logged into BOARD Web using your regular login.

  • Hi,

    thank you for your answer, it is indeed an issue with the licence.

    Here is the answer of the support :


    Hi,

    issue due to the license (to be updated (thus including WebServices))

    please resubmit the license key from mit.board.com

    the updated license will be returned (by email)

    in order to install it, please follow the steps below

    - stop the Board Engine service (no users connected, no running tasks)

    - replace the old key with the new one in the Board Server installation directory (C:\Program Files\Board\Board Server)

    kind regards,

    Cao-long Huynh