Flex for Windows, the Datarails Excel Add-in for FP&A, is your central hub to leverage the full functionality of Datarails. This add-in is a core component of the Datarails platform, enabling users to create dynamic reports and analyses with a live connection to the Datarails database. Additionally, it allows publishing these reports to the dashboard and Power Point.
Pre-requisites
- Operating System: Windows 10 or higher
- Excel Version: 2016 or higher
- Permissions: Standard Windows user
-
Hardware:
Minimal: i5 processor (or similar) with 8GB RAM
Recommended: i7 processor (or similar) with 16GB RAM
Install Flex for Windows
- Log in to the Datarails web app.
- Click on your username in the top-right corner.
- Select Download Flex (Excel add-in) from the dropdown menu.
- Follow the instructions provided by your computer’s installation wizard.
- Click OK upon completion.
Open Excel, where the Datarails add-in should be visible in the ribbon. If you don’t see the Datarails tab, refer to our Troubleshooting guide.
Update Flex for Windows
To access the latest features, download the most recent version of Flex for Windows by following the installation steps above. If a newer version is available, the Flex Add-in will notify you automatically.
Security Requirements
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Firewall/Networking: Ensure access to the following:
- https://app.datarails.com via port 443
- https://static.datarails.com via port 443
- notifications.datarails.com via secure WebSocket protocol
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Whitelisting: If necessary, whitelist the following IP addresses:
- 104.25.189.22
- 104.25.188.22
- Refer to Microsoft Community Forum or you can watch this short tutorial video for instructions on whitelisting.
Command-Line Switches (Optional)
1. A Regular User Installation
This type of installation does not require Admin privileges. It can be installed by any user.
| Parameter | Description | Example |
| /S | Runs the installer silently, installing to a default directory. Please note that the parameter is case-sensitive. | Install.exe /S |
| /DIR | Target directory of the installation. If not specified, defaults to %LOCALAPPDATA%\Programs\Datarails Sync App. Wrap the parameter and the value in double quotes. | Install.exe "/DIR=C:\Program Files (x86)\DatarailsApp" |
| /TEMP | In rare cases, the default temp directory (used by the installer to extract files) might be blocked by the organization's domain policy. To specify a different temp directory, use the "/TEMP=temp_path" command line switch. Wrap the parameter and the value in double quotes. The temp_path must be writable. | Install.exe "/TEMP=temp_path" |
2. Machine Wide Installation
This type of installation should be used to install the add-in for all users of the specific machine, and it requires Admin privileges. Common usage would be Citrix systems or Windows servers shared by many users.
- The install file must be run by an administrator.
- "datarails_install.exe" /S "/ADMIN=1" "/DIR=C:\Program Files (x86)\DatarailsApp"
| Parameter | Description | Example |
| /ADMIN | Runs the install as administrator for machine-wide installation | Install.exe "/ADMIN=1" |
| /DIR | Target directory of the installation. Wrap the parameter and the value in double quotes. | Install.exe "/DIR=C:\Program Files (x86)\DatarailsApp" |
| /S | Runs the installer silently, installing to a default directory. Please note that the parameter is case-sensitive. | Install.exe /S |
Troubleshooting
For troubleshooting issues, visit our Excel Add-in: Troubleshooting guide.
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