> For the complete documentation index, see [llms.txt](https://www.bluegamma.io/documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.bluegamma.io/documentation/integrations/excel-add-in/installation-and-setup.md).

# Installation & Setup

Install the BlueGamma Excel Add-In from Microsoft AppSource for Excel Desktop and Excel for the Web, activate add-in access and sign in.

Get live swap rates, forward curves, and discount factors directly in your Excel spreadsheets — no coding required.

***

## 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.

<figure><img src="https://3184259219-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmmQPefoflG1RwUnUKKBR%2Fuploads%2Fgit-blob-d2fbd578bd5aa7b3cb86c5c72b82e3c037b01eb1%2Fappsource-bluegamma.png?alt=media" alt="BlueGamma Add-In on Microsoft AppSource"><figcaption><p>Click "Get it now" to install the BlueGamma Add-In from Microsoft AppSource</p></figcaption></figure>

**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.

<details>

<summary><strong>Excel Desktop (Windows/Mac)</strong></summary>

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

</details>

<details>

<summary><strong>Excel for the Web</strong></summary>

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**

</details>

***

### 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** button on the **Home** tab of the Excel ribbon:

<figure><img src="https://3184259219-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmmQPefoflG1RwUnUKKBR%2Fuploads%2Fgit-blob-57e8bdb55802559c8884c26dfb4f27f7650d23d1%2Fexcel-ribbon-bluegamma-button.png?alt=media" alt="BlueGamma button on the Home tab of the Excel ribbon"><figcaption><p>The BlueGamma button on the Home tab opens the add-in's task pane</p></figcaption></figure>

**Don't see the button?** 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 needed when calling the BlueGamma API directly from code, and you issue those yourself under **API Keys** in the app.

**To get Excel Add-in access**, do one of the following:

* **Start a free trial from Excel:** sign in (Step 4). If your account doesn't have access yet, the task pane says "Your account doesn't include add-in access yet. Click the chat icon to enable a 2-week free trial." Click the chat icon in the task pane to request it.
* **Email** <support@bluegamma.io> or use the **in-app chat** at [app.bluegamma.io](https://app.bluegamma.io).

We'll confirm when your access is enabled.
{% endhint %}

> 💡 **Already have access?** If your account is already activated, skip to Step 4.

***

## Step 4: Sign In

**1. Click the BlueGamma button** on the **Home** tab of the Excel ribbon

**2. Click Login** in the task pane that opens

**3. Enter your BlueGamma credentials** on the sign-in page that opens

* Use the email address associated with your BlueGamma account
* If you use SSO (Single Sign-On), choose SSO on that sign-in page

**4. Verify you're connected**

The status in the task pane should show **Add-in Enabled**. If it shows **Add-in Access Pending**, Excel Add-in access still needs to be enabled on your account (see Step 3).

<figure><img src="https://3184259219-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmmQPefoflG1RwUnUKKBR%2Fuploads%2Fgit-blob-8df4d90a25adcee2ac4d1b62f742d25185042ae9%2Fexcel-task-pane-signed-in.png?alt=media" alt="The BlueGamma task pane after signing in, showing Refresh Data, Add-in Enabled, Sign out and the Available functions list"><figcaption><p>Signed in: <strong>Add-in Enabled</strong>, with <strong>Refresh Data</strong>, <strong>Available functions</strong> and the settings icon (top right)</p></figcaption></figure>

> ⚠️ **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", "SPOT", "10Y")
```

This returns the 10-year SOFR swap rate starting at spot, at SOFR's market-standard conventions. Add a fourth argument such as `"6M"` to set the payment frequency yourself.

### 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")`                   |

> 💡 **Not sure which function you need?** Browse **Available functions** in the task pane: click any function to see its signature, or insert it into the selected cell. See [Browse Functions in Excel](/documentation/integrations/excel-add-in/functions.md#browse-functions-in-excel).

👉 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**       | <support@bluegamma.io>                                                                     |
| **In-App Chat**         | Available at [app.bluegamma.io](https://app.bluegamma.io)                                  |


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