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Excel Templates – Problem Descriptions

Excel templates contain macros that automatically fill in data in the worksheet. For security reasons, Excel may be set to automatically remove these macros when you open the template. To ensure the macros work correctly, Excel must be properly configured.

Macro Settings

Microsoft 365

  1. Open Excel.
  2. Select Options from the File menu.
  3. In the dialog that opens, choose Trust Center and then Trust Center Settings.
  4. In the Trust Center, go to Macro Settings and allow all macros to run, or set it to notify you so you must confirm each time.

Office 2010

Procedure

  1. Open Excel 2010.
  2. Click File in the upper left corner, and select Options at the bottom.
  3. In the dialog that opens, choose the Trust Center menu and then Trust Center Settings.

In the Trust Center, you can either go to Macro Settings and allow all macros to run, or go to Trusted Locations and add C:\Program Files (x86)\Gemini and check all subfolders. You may also need to add the path to the project directory if it is located on a server or similar.

Office 2007

Procedure

  1. Open Excel 2007.
  2. Click the Office button in the upper left corner, and select Excel Options at the bottom.
  3. In the dialog that opens, choose the Trust Center menu and then Trust Center Settings.

In the Trust Center, you can either go to Macro Settings and allow all macros to run, or go to Trusted Locations and add C:\Ter and check all subfolders. You may also need to add the path to the project directory if it is located on a server or similar.

Office 2003

Excel templates contain macros that automatically fill in data in the worksheet. If Excel 2003 is set to a high security level, these macros will be automatically removed when you open the template. To run macros with the template, the security must be set to medium.

Procedure

  1. Open Excel 2003.
  2. Select Tools - Macro - Security from the menu.
  3. In the window that opens, choose Medium security.

Excel 2003 is now configured. When you open a template with macros, a window will appear asking if you want to open with or without macros. You should always open the template with macros.