WST MACROS ADD-IN EXCEL 2013 / 2016 FOR WINDOWS

UPDATED SETUP INSTRUCTIONS

IMPORTANT INSTRUCTIONS (STARTING AUGUST 2016):
A Windows Update component restricted Office applications to accessing external files only from “trusted”
locations. Files originating from the Internet may also be “blocked” unless explicitly “unblocked” by the user.
Therefore, to continue using the WST Macros add-in, you must check to see that it is not blocked, and also ensure
that the .xla file is placed in a folder that is whitelisted by Excel.

INSTRUCTIONS TO “UNBLOCK” WST MACROS DURING / AFTER INSTALLATION:

1. Immediately after pasting the .xla file into the add-ins folder, right-click it and select Properties
2. If you see the Unblock button, click on it
3. If necessary, restart Excel and then your computer before continuing the rest of the installation steps
4. NOTE: you may have to follow these instructions in the future to Unblock the macros

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Hamilton Lin, CFA info@wallst-training.com
Founder & CEO wallst.training
WHITELISTING ADD-IN FOLDER TO EXCEL’S TRUSTED LOCATION:
After you have selected Unblock (or if you do not see this button), proceed to whitelist your add-ins folder. First,
completely uninstall the WST Macros add-in (please refer to the proper procedure below). Then, whitelist a folder
for add-ins, copy in the add-in file, and install it.

I) INSTRUCTIONS FOR PROPERLY UNINSTALLING THE WST MACROS ADD-IN:

1. With an empty workbook open, press Alt, T, I, one key at a time (Tools, Add-Ins)
2. Uncheck the box next to WST Macros, and press Enter
3. Then, press Alt, T, I again to go back into Add-ins dialog window and click the Browse… button
4. Click on the WST Macros .xla file, and press Delete to remove it from the current folder
a. Confirm deletion if prompted
5. Press Esc or select Cancel to exit the Browse window
6. Confirm that WST Macros no longer appears on the Add-ins list:
a. Select the WST Macros .xla file; Excel should notify you that the file is no longer available, and
ask to remove WST Macros from the list; if prompted, remove it
7. Press Esc or select Cancel to exit the Add-ins dialog window
8. Restart Excel (close the program and all Excel windows completely, then re-start Excel
9. With an empty workbook open, press Alt, T, I and confirm WST Macros no longer shows up in the list
a. If Excel does not notify you that the file is no longer available, then you’ll have to find out which
folder contained the .xla file when you originally installed it. Consider using the Start menu to
search. Delete the .xla file and return to Step 6.

II) INSTRUCTIONS FOR WHITELISTING YOUR ADD-INS FOLDER:

STEP 1
Identify the path to the default add-ins folder that Excel initially looks at by clicking into the blank white space on
the current browse location. OR, click on the down arrow icon; OR, press ALT + D.

© Wall Street Training & Advisory, Inc. +1 (212) 537-6631

Hamilton Lin, CFA info@wallst-training.com
Founder & CEO wallst.training
 STEP 2
Now that the path is selected, copy it with Ctrl + C. Then press Esc or select Cancel to exit the Browse window.

STEP 3
Go to Excel Options (Alt, T, O) select Trust Center (should be bottom left of the dialog window) and then select
Trust Center Settings at the bottom right of Trust Center settings window.
Select Add new location…

© Wall Street Training & Advisory, Inc. +1 (212) 537-6631

Hamilton Lin, CFA info@wallst-training.com
Founder & CEO wallst.training
 STEP 4
In the Path field, press Ctrl + V paste in the path from Step 2, which should look similar to:
C:\Users\Your Name\AppData\Roaming\Microsoft\AddIns

Select OK on all menus to return to Excel.

Restart Excel and if necessary, restart your computer.

© Wall Street Training & Advisory, Inc. +1 (212) 537-6631

Hamilton Lin, CFA info@wallst-training.com
Founder & CEO wallst.training
INSTRUCTIONS FOR DISABLING CURSOR/SELECTION ANIMATIONS IN EXCEL 2013+:
1. Go to "View advanced system settings" (try typing this into the Start menu)
2. Go to the "Advanced" tab and click the "Settings" button in the first section ("Performance")
3. In the "Visual Effects" tab, deselect the first option, "Animate controls and elements inside windows"
a. You may want to disable a bunch of other useless animations here, too, but don't disable the
"Smooth edges of screen fonts" if you wish to retain more legible on-screen text
4. That’s it! No reboot or re-login necessary

© Wall Street Training & Advisory, Inc. +1 (212) 537-6631

Hamilton Lin, CFA info@wallst-training.com
Founder & CEO wallst.training