# Installation & Setup 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 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](https://appsource.microsoft.com/en-us/product/office/WA200007779?tab=Overview). **2. Click "Get it now"** Sign in with your Microsoft account if prompted, then follow the on-screen instructions.
BlueGamma Add-In on Microsoft AppSource

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. *** ### 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](https://excel.office.com) 2. Click **Insert** → **Office Add-ins** 3. Search for **BlueGamma** 4. Click **Add**
*** ### Option C: Organizational Deployment For IT administrators deploying to multiple users: 1. Go to the [Microsoft 365 admin center](https://admin.microsoft.com) 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](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins) for detailed instructions. *** ## Step 2: Verify Installation Once installed, you should see the **BlueGamma** tab in your Excel ribbon:
BlueGamma tab in 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](/documentation/integrations/excel-add-in/troubleshooting.md) 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. {% hint style="info" %} The Excel Add-in signs you in with your **BlueGamma email and password (or SSO)** — the same credentials you use at [app.bluegamma.io](https://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 or use in-app chat to request either. {% endhint %} **Contact us to activate your access:** * **Email:** * **In-app chat:** Available at [app.bluegamma.io](https://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](/documentation/integrations/excel-add-in/troubleshooting.md#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: ```excel =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](/documentation/integrations/excel-add-in/functions.md) for all available formulas and parameters. *** ## Need Help? | Resource | Link | | ----------------------- | ------------------------------------------------------------------------------------------ | | **Troubleshooting** | [Common issues and solutions](/documentation/integrations/excel-add-in/troubleshooting.md) | | **Functions Reference** | [All available formulas](/documentation/integrations/excel-add-in/functions.md) | | **How-To Guides** | [Step-by-step tutorials](/documentation/integrations/excel-add-in/how-to-guides.md) | | **Email Support** | | | **In-App Chat** | Available at [app.bluegamma.io](https://app.bluegamma.io) | --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://bluegamma.io/documentation/integrations/excel-add-in/installation-and-setup.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.