During installation, an automatic check is executed on the installed version of Excel on the machine, in addition to the installation and registration of EPM Add-in for Microsoft Excel. For Excel XP and 2003, only the Automation version is installed, while for Excel 2007 or later, the VSTO version is also installed.

To install EPM Add-in for Microsoft Excel, execute file epmexceladdin-enu.exe and follow the installer steps, which automatically detects whether the platform is 32- or 64-bit and the Excel version installed.