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 [e-mail] or use the in-app chat to activate your account.

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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.

Click "Get it now" to install the BlueGamma Add-In from Microsoft AppSource

3. Open Excel

The add-in will automatically appear in your Excel ribbon.

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Option B: Install from within Excel

You can also install directly from Excel without leaving the app.

Excel Desktop (Windows/Mac)

1. Open Excel and go to Insert → Get Add-ins (or Office Add-ins)

2. In the search bar, type BlueGamma

3. Click Add next to the BlueGamma add-in

4. Wait for the installation to complete

Excel for the Web

1. Open a workbook at excel.office.com

2. Click Insert → Office Add-ins

3. Search for BlueGamma

4. Click Add

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Option C: Organizational Deployment

For IT administrators deploying to multiple users:

1. Go to the Microsoft 365 admin center

2. Navigate to Settings → Integrated apps

3. Click Get apps and search for BlueGamma

4. Deploy to specific users, groups, or the entire organization

5. Users will see the add-in appear automatically in Excel

📘 Admin Guide: See Microsoft's documentation on deploying add-ins for detailed instructions.

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Step 2: Verify Installation

Once installed, you should see the BlueGamma tab in your Excel ribbon:

The BlueGamma tab appears in the Excel ribbon after successful installation

Don't see the tab? Try these steps:

1. Close and reopen Excel

2. Go to Insert → Get Add-ins → My Add-ins to verify BlueGamma is listed

3. If using a work account, check with your IT team that add-ins are enabled

See our Troubleshooting guide for more help.

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Step 3: Activate Your Account

Before you can use the add-in, your BlueGamma account needs to have Excel Add-In access enabled.

The Excel Add-in signs you in with your BlueGamma email and password (or SSO) — the same credentials you use at app.bluegamma.io. You do not need an API key to use the add-in. API keys are only required when calling the BlueGamma API directly from code, and are issued by our team (not self-serve).

Both Excel Add-in access and API access need to be enabled on your account by the BlueGamma team. Email [e-mail] or use in-app chat to request either.

Contact us to activate your access:

• Email: [e-mail]

• 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.

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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.

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Step 5: Start Using the Add-In

Once signed in, try this formula to fetch a SOFR swap rate:

=BlueGamma.SWAP_RATE("SOFR", "2024-01-01", "2034-01-01", "6M")

This returns the 10-year SOFR swap rate with semi-annual payments.

More Examples

What you want	Formula
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.

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Need Help?

Resource	Link
Troubleshooting	Common issues and solutions
Functions Reference	All available formulas
How-To Guides	Step-by-step tutorials
Email Support	[e-mail]
In-App Chat	Available at app.bluegamma.io