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PlaidCloud

Install PlaidXL

You install PlaidXL once per computer, not once per workbook. After that, the PlaidCloud tab is on the Excel ribbon in every workbook you open.

Before You Start

Section titled “Before You Start”
  • Use Excel for Microsoft 365, or Excel 2021 or later, on Windows or Mac.
  • If your organization manages Office add-ins centrally, your Microsoft 365 administrator may need to deploy PlaidXL for you. If you can’t install add-ins yourself, ask them to add the PlaidCloud add-in.

Install on Windows

Section titled “Install on Windows”
  1. In Excel, open Insert → Add-ins (in some versions, Home → Add-ins).
  2. Type PlaidCloud in the add-in search box.
  3. Select the PlaidCloud add-in and click Add.

Install on Mac

Section titled “Install on Mac”
  1. In Excel for Mac, open Insert → Add-ins. In older versions the menu is Insert → Store.
  2. Type PlaidCloud in the add-in search box.
  3. Select the PlaidCloud add-in and click Add.

Open the Task Pane

Section titled “Open the Task Pane”
  1. Click the PlaidCloud tab on the ribbon.
  2. In the PlaidXL Controls group, click Show Taskpane.

The PlaidXL task pane opens on the right side of the window and asks you to sign in. Continue with Sign In.

The task pane stays signed in between sessions, so you’ll usually sign in once and then just open the task pane when you need it.

If PlaidXL Doesn’t Appear

Section titled “If PlaidXL Doesn’t Appear”
  • Close every Excel window and reopen Excel. An add-in often doesn’t show on the ribbon until Excel restarts.
  • Look under Insert → My Add-ins (Windows) or Insert → Add-ins → My Add-ins (Mac) and select PlaidCloud from there.
  • If your organization blocks add-ins from the store, ask your Microsoft 365 administrator to deploy it.

More fixes are on the Troubleshooting page.

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