Installing MicroStrategy Office

This information applies to the legacy MicroStrategy Office add-in, the add‑in for Microsoft Office applications which is no longer actively developed.

It was substituted with a new add‑in, MicroStrategy for Office, which supports Office 365 applications. The initial version does not yet have all the functionalities of the previous add‑in.

If you are using MicroStrategy 2021 Update 2 or a later version, the legacy MicroStrategy Office add-in cannot be installed from Web.;

For more information, see the MicroStrategy for Office page in the Readme and the MicroStrategy for Office Help.

MicroStrategy Office allows you to access, run, edit, and format MicroStrategy reports and documents directly from Microsoft Excel, PowerPoint, Word, and Outlook. From these Microsoft applications, you can connect to and browse any MicroStrategy projects to which you have access. You can then execute any MicroStrategy reports or Report Services documents in your workbook, presentation, Word document, or Outlook email.

An Install MicroStrategy Office link may appear at the top right of the main MicroStrategy Web page, depending on whether the Web administrator enabled it.

If you see the Install MicroStrategy Office link, you can click it to navigate to the MicroStrategy Office installation page. The page provides steps to install MicroStrategy Office, as well as information about some of the system requirements for MicroStrategy Office. Click Install to begin the installation. When MicroStrategy Office is installed, MicroStrategy Office appears on the Microsoft menu bar and a MicroStrategy toolbar appears in Microsoft Excel, PowerPoint, and Word, by default. To learn more about MicroStrategy Office, refer to the MicroStrategy for Office Help.
If you do not see the Install MicroStrategy Office link, your Web administrator has not enabled it.

For information on using MicroStrategy Office, see the MicroStrategy for Office Help.