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| | | | Download Instructions | | | | | Application Download | |
Please Note: You need a log-in account to use Morningstar plug-in for Microsoft Excel. Contact pluginforexcel@morningstar.com for access details. | | | | | | Instructions | | Please Note: Be sure to follow your organization’s protocol for
executing downloads and check with your IT department for download/administrative rights if necessary.
Verify that your system meets the minimum technical requirements. 
Verify that you are running Microsoft® Excel® 2003 or higher.
| 1. | Click the Morningstar plug-in link above to download. |
| | 2. | You will be prompted to download a 13.9MB application file called setup.exe. Click Save to save the file to a hard disk with at least 13.9MB of free space. (You can also click Open to open the file in the default temporary directory if you have plenty of hard-disk space). |
| | 3. | After the file has been downloaded, click Open or go to the location where you saved it and double-click the setup.exe file. |
| | 4. | After completing the installation, you will see a new menu in your Excel toolbar called Morningstar Template, located between Windows and Help. Please click the sub-menu Templates, which will lead you to a webpage housing all available templates. |
| | 5. | All templates contain Excel macros. Before downloading them, select Tools/Macro/Security in Excel and set the macro security level to Medium or Low. |
| | 6. | When clicking on the name of a template, you will be prompted to either Open or Save As. Either option will download the template. After the template has been downloaded, you can open it. |
| | 7. | Please select Enable Macro when you are prompted to either Disable Macro or Enable Macro. If Enable Macro is grayed out, please follow the instructions in step five (above) to set your Excel macro security to Medium. |
| | 8. | After you log in successfully, select Set List to define the list of securities for which you would like to receive data. To view the data, click Calculate and provide any time-specific settings requested. The results will appear in the second tab of your worksheet. | | | | | | | Questions? | | Please contact Product Support for assistance.
United States: +1 866 229-0216
Asia (excluding mainland China): +852 2973 4633
Australia: +61 2 9276 4445 or +61 414 819 354
Canada: +1 416 484-7887
China: +86 755 8826 3088
Europe: +44 20 3107 0020
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