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The Excel Add-In gives you interactive access to CB consensus data — analytics, history, and optionally client-specific data — directly from Microsoft Excel.

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Components

  • Visual Component — Excel COM component built with .NET and HTML/JavaScript
  • Custom Functions — custom Excel functions via XLL, implemented in .NET
  • Data Retrieval — RTD-based data retrieval, implemented in .NET

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Requirements

RequirementDetail
Operating SystemWindows 7 SP1 or later
Excelv2007 to v2019, or Office 365
.NET Framework4.5.2 or later
NetworkHTTPS on port 443 to api.creditbenchmark.com
InstallationPer-user only; no administrator rights required

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Installation Notes

1

32-bit vs 64-bit

The installer version is based on your Excel version, not your Windows version. It’s common to have 32-bit Excel on 64-bit Windows.
  • 32-bit Excel → DataSourceExcelAddinInstaller_x86.msi
  • 64-bit Excel → DataSourceExcelAddinInstaller_x64.msi
Check via File → Account → About Excel.
2

.NET Framework

Most up-to-date Windows machines already have .NET 4.6+. To verify, check the registry key:
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\NET Framework Setup\NDP\v4\Full\Release
The Release value should be 379893 or higher for 4.5.2+. If .NET needs to be installed, administrator rights are required — do this before installing the add-in.
3

Windows Installer Policies

If you see “The system administrator has set policies to prevent this installation”, a Windows Installer policy may be blocking the install.Disable Windows Installer policy — set DisableMSI to 0 or remove it at:
HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Microsoft\Windows\Installer
Or via UI: Local Policy → Administrative Templates → Windows Components → Windows Installer → Disable Windows Installer
Policy Warning
Prohibit User Installs policy — set DisableUserInstalls to 0 or remove it at the same registry path, or via Prohibit User Installs in the same UI path.
Policy Warning 2
4

Firewall

Both Excel.exe and Redgate.Apphost.Client.exe need outbound access to api.creditbenchmark.com on ports 80 and 443.
5

Proxy Settings

The add-in auto-detects proxy settings on startup. If this fails, manually configure addin-settings.json at:
C:\Users\[username]\AppData\Local\CreditBenchmark\ExcelAddin\Settings
Add-in proxy:
"ProxyUrl": "<domain:port>",
"ProxyUsername": "",
"ProxyPassword": ""
Chromium proxy:
"AutoDetectProxy": false,
"ChromiumProxyUrl": "<domain:port>"
Save and restart Excel.
6

Security Warning

If the add-in isn’t loading and you see a SECURITY WARNING, click Enable Content.
Security Warning
7

Verify Installation

A Credit Benchmark tab should appear in the Excel ribbon.
Success Verification
If the Show/Hide Task Pane and Refresh All buttons are greyed out, the add-in can’t connect to the server. Use the Email Support button to send diagnostic logs to the CB support team.
For help, contact support@creditbenchmark.com.