Installation & Setup
Get the BlueGamma Excel Add-In up and running in minutes. Available on Microsoft AppSource for Excel Desktop and Excel for the Web.
Get live swap rates, forward curves, and discount factors directly in your Excel spreadsheets — no coding required.
📢 Need to unlock access? After installing the add-in, contact [email protected] or use the in-app chat to activate your account.
Step 1: Install the Add-In
Option A: Install from Microsoft AppSource (Recommended)
This is the easiest way to get started: works for both personal and work accounts.
1. Open the AppSource listing
Visit the BlueGamma Excel Add-In on Microsoft AppSource.
2. Click "Get it now"
Sign in with your Microsoft account if prompted, then follow the on-screen instructions.
3. Open Excel
The add-in will automatically appear in your Excel ribbon.
Option B: Install from within Excel
You can also install directly from Excel without leaving the app.
Option C: Organizational Deployment
For IT administrators deploying to multiple users:
Go to the Microsoft 365 admin center
Navigate to Settings → Integrated apps
Click Get apps and search for BlueGamma
Deploy to specific users, groups, or the entire organization
Users will see the add-in appear automatically in Excel
📘 Admin Guide: See Microsoft's documentation on deploying add-ins for detailed instructions.
Step 2: Verify Installation
Once installed, you should see the BlueGamma tab in your Excel ribbon:
Don't see the tab? Try these steps:
Close and reopen Excel
Go to Insert → Get Add-ins → My Add-ins to verify BlueGamma is listed
If using a work account, check with your IT team that add-ins are enabled
See our Troubleshooting guide for more help.
Step 3: Activate Your Account
Before you can use the add-in, your BlueGamma account needs to have Excel Add-In access enabled.
Contact us to activate your access:
Email: [email protected]
In-app chat: Available at app.bluegamma.io
We'll activate your account and confirm when you're ready to sign in — usually within an hour.
💡 Already have access? If your account is already activated, skip to Step 4.
Step 4: Sign In
1. Click the BlueGamma tab in the Excel ribbon
2. Click "Sign In" in the task pane that opens
3. Enter your BlueGamma credentials
Use the email address associated with your BlueGamma account
If you use SSO (Single Sign-On), click the SSO option
4. Verify you're connected
The task pane should show "Authenticated" or display your account name.
⚠️ Login button not working? Some corporate laptops block the pop-up login window. Click "Having issues logging in?" below the login button to use browser-based authentication instead. See Troubleshooting → Login button not working for detailed steps.
Step 5: Start Using the Add-In
Once signed in, try this formula to fetch a SOFR swap rate:
This returns the 10-year SOFR swap rate with semi-annual payments.
More Examples
Get a forward rate
=BlueGamma.FORWARD_RATE("SOFR", "2027-12-31", "2028-03-31")
Get a discount factor
=BlueGamma.DISCOUNT_FACTOR("SOFR", "2027-01-01")
Get a zero rate
=BlueGamma.ZERO_RATE("SOFR", "2026-06-30", "2025-01-01")
Get a swap rate by ID
=BlueGamma.SWAP_RATE_BY_ID("swap_abc123")
👉 See the full Functions Reference for all available formulas and parameters.
Need Help?
Troubleshooting
Functions Reference
How-To Guides
Email Support
In-App Chat
Available at app.bluegamma.io
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