Installing SAS Add-in for Excel to Use with Data Warehouse

Download and install the SAS Add-in for accessing Data Warehouse with Excel. 

This application is available for Windows only. Mac users can access historical BASIS data using the SAS Web Application.

Step 1: Getting Started

Follow these steps before downloading and installing the SAS Add-in for Excel.

1. If you are off campus, you must connect to the campus VPN to download the add-in and complete the setup. VPN is also required whenever accessing Data Warehouse from off campus.
2. Close all Microsoft Office applications, including Excel, before continuing. 

Administrative access is required to install this software. For assistance, contact your department tech support.

Step 2: Download SAS Add-in

1. Map a drive to gizmo (or use previously mapped drive) using the address:
   \\gizmo\dfs\applications\SAS-BI\SAS94M7
2. Double-click the AddIns folder, and then double-click setup.exe.
3. Click Yes to allow SDW Bootstrap in d4deploy to make changes to the device. If required to log in, use your full UARK email address and password. 
4. Click OK to Choose Language.
5. Select Install SAS software, and then click Next. Check the box for SAS Add-in for Microsoft Office, and then click Next.
6. Confirm that the path and filename in the SAS installation data file field is:
   \\gizmo\dfs\applications\SAS-BI\SAS94M7\AddIns\sid_files\SAS94_9CKJRM_70206997_Win_X64_Wrkstn.txt
   Note: You might have to click in the SAS installation data file field and select this path from the dropdown.
7. Click Next.
8. In Select Language Support, click Clear All. Click Next.
9. In Select Microsoft Office Applications, check the box for Microsoft Excel and uncheck all other boxes. Click Next.
10. When Checking System is complete, click Next.
11. In Deployment Summary, click Start. When Deployment is complete, click Next.
12. In Additional Resources, click Finish.

Step 3: Set Up SAS Add-in with Excel

1. Open Excel. In the SAS Update pop-up window, click Close and Install.
2. Click Yes to allow SDW Bootstrap in d4deploy to make changes to the device. If required to log in, use your full UARK email address and password. 
3. In the SAS Add-in window, click Finish.
4. In Excel, select Blank Workbook.
5. From the SAS ribbon, click the Tools button, and then click Options.
6. In the Change Office option for multiple displays pop-up, check the box "Don’t show this message again," and click Yes.
7. In the Results section of Options, check the box for “Automatically insert results into the Office document when opening a report,” and uncheck the box for “Allow Excel to interpret value types in SAS Report tables”. Click OK.
8. Click the Tools button on the SAS ribbon. Click Connections, and then click the Manage button.
9. Click Add. Enter a Name and Description.
10. Under Server, select Remote. In the Machine field, enter: 
    bireports.uark.edu
11. Check the box to "Save login in profile."
12. Enter your UARK username and password.
13. Click Save and Connect.
14. In the Connections window, click Set Active.
    Note: If this button is grayed out, skip this step.
15. Click Close.