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Operations Research Models and Methods
Computation Section
Excel 2010
  Excel 2010 comes as part of Microsoft Office 2010. The new version of Excel has a variety of improvements over it's predecessor Excel 2007. This page describes the processes for installing and using the Jensen add-ins.




When Excel 2010 is started the first time, the workbook appears as in the figure below. At the very top the small icons perform simple edit functions. This part of the worksheet is called the Quick Access Toolbar. Click on the icons to perform the actions. Reading from the left the first small Excel icon provides a list of simple window commands. The next is the save button, followed by undo and redo editing buttons. The last icon provides the options of adding or deleting actions on the Quick Access Toolbar.

At the right side of the worksheet are the minimize and maximize worksheet buttons. The close workbook action is next. Immediately below are buttons to minimize the ribbon display to only tabs. The button with the question mark connects to Microsoft Office Help pages. The remainder of this page describes features that relate to add-in installation and operation. Use the help button for additional information.

At the very bottom of the window are the worksheet name tabs. In many of our add-ins these tabs play important navigation roles. Be sure to organize the workbook window so you can see the name tabs. Some of the add-ins create named worksheets. Do not change the name of a worksheet created by an add-in. The default workbook has three empty worksheets. Worksheets can be added by clicking the icon to the right of the worksheet names.

Excel 10 workbook

As for Excel 2007 the menus of the older versions of Excel are replaced with ribbons. The figure above shows the default ribbons, File, Home, Insert, etc.. Each ribbon is toped with a tab that indicates the purpose of the ribbon. For the new user it takes some effort to get used to where actions are located since only one ribbon can be viewed at any one time. The ribbon shown in the figure is the Home ribbon. The ribbon is divided by vertical lines into sections: Clipboard, Home, Insert, etc. Within these divisions buttons perform different actions. The functions of the buttons are indicated by names and icons that are familiar to most users of Excel. The Help support button brings full definitions of the actions.

To program using VBA one ribbon is missing from the default set. That is the Developer ribbon. Right click on one of the ribbons and choose to Customize the Ribbon. In the right panel of the dialog click on the Developer box. Then close. The Developer ribbon is below. The two buttons of interest for the add-ins are the Visual Basic button at the far left in the Code section and the Add-Ins button in the Add-in section.

Clicking on the Visual Basic button opens the VBA editor. You may use the editor to create your own Macros and Add-ins. You can also modify or debug the Jensen add-ins. To modify the Jensen add-ins you must use the password. The password is provided elsewhere in the About Add-ins section.

development ribbon


Installing Add-ins

add-in load By clicking on the Add-ins icon on the ribbon (the gears) you can install the Jensen add-ins or other add-ins. The dialog shown at the left lists the add-ins that are currently available. Check the box next to the add-in name to install it. Notice that the Solver add-in is on this list. The Solver add-in comes with Excel and solves several types of mathematical programming problems. We use it in some of the Jensen add-ins. When you want to use Solver, check the box next to its name. The commands for the Solver add-in are in the Analysis section of the Data ribbon.

Since the Jensen add-ins are not on the list, click the Browse button to find the folder in your computer where the add-ins are stored. The figure below shows the the Library folder of the Office 14 directory of Microsoft Office. This folder is useful because the Trust Center security warnings about the acceptance of add-ins are ineffective for the contents of Office 14. Of course you must trust the add-ins within the folder as free from viruses and other malware. Add-ins directly downloaded from my site are clean.

library folder

As a simple alternative, it is easy to place the jensen.lib in your personal documents folder. To use the add-ins you must set the Trust Center option to accept all macros. This is convenient but may be dangerous if you aren't careful about the Excel workbooks that you open. Any workbook may contain macros that could violate the security of your computer.

In the figure I have selected the add_ormm add-in. Click OK to accept the selection.

jensen library
  Once an add-in is installed the Add-in ribbon tab and ribbon are added to the window. The menus of the individual add-ins appear on this window. If the ribbon does not show, customize the ribbon collection by right clicking a ribbon to open the Customize the Ribbon dialog. The add ormm add-in places the OR_MM menu on the ribbon.


Install ORMM, ORIE and Teach OR add-ins


To install additional add-ins click on the OR_MM menu title and select the control "Add ORMM". A dialog box opens showing the ORMM Collection. A gray name indicates that an add-in is not available. An example of a gray title is Optimize. For some reason this add-in was excluded from the ORMM collection when the add-in collection was downloaded to my PC.

Check on the titles to be installed. The example checks the Math Programming and LP/IP add-ins. The Add OMIE and Add Teach add-ins are also checked. These programs install control add-ins from the OM/IE and Teach OR collections. To remove an add-in that is already installed, simply uncheck the corresponding title.

add-in dialog


Menus for the Add-ins

ormm menu

Once installed the menus for the ORMM Collection appear under the OR_MM title.The Math Programming menu lists the several kinds of models available. The LP/IP Solver has no submenus, but a dialog will open when that title is clicked. Clicking the Math Programming title will hide all the submenus and remove the check. Clicking again restores the submenus.

Clicking on any submenu runs a program coded in VBA.

When a model is created, buttons are often placed on the worksheet to perform functions not on the menu. These buttons are linked to the add-in that created them and will not work if the worksheet is opened on another computer. The Add Buttons command erases all buttons for the add-in and replaces them with new buttons linked to the current machine. This function is preformed by the Start command in other applications.

The Delete Buttons command deletes all the buttons from a workbook. This is a good thing to do if you plan for others to use your workbook. The Add Buttons command replaces the buttons. The Finish command performs this function in other add-ins.

The About Add-in command displays a dialog box with the date of the add-in. As add-ins are corrected or improved over time, new versions are placed on the Excel add-ins page of the ORMM website. If you download a new version of an add-in, be sure to replace the old version. Maintaining two copies of an add-in in the same computer makes it difficult to know which one is active.


The figure shows the headings for the three collections. Clicking on one of them reveals the add-ins that are already installed.


Maintaining add-ins


Although it is possible to install several add-ins simultaneously, the add-ins all use memory and too many may make Excel crash. For some processes it is necessary to have more than one add-in installed.

When not it use an add-in may be uninstalled. For the ORMM collection, open the Add ORMM dialog and remove the check to delete the add-in from active memory. Pages created with the add-in are not affected but buttons won't work.

Watch for updates on the add-ins pages of the ORMM site. The dates of the latest edition are shown for each add-in. Comparing that date with the one presented by the About Add-in command will determine if you should download the newer version.

When you exit Excel normally, the add-ins installed will be available when Excel is next launched. A reasonable approach is to keep the three control add-ins installed. Then you can easily install other add-ins as necessary.


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Operations Research Models and Methods
by Paul A. Jensen
Copyright 2004 - All rights reserved

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