To install and run the add-in, note the following system requirements:
•Windows 7 SP1 with Platform Update, Windows 8, Windows 10, Windows 11, Windows Server 2008 R2 SP1 with Platform Update or newer
•Microsoft Excel in Microsoft 365 (desktop version), Microsoft Excel 2019, 2016, 2013, 2010
•If you use Excel 2010, Visual Studio 2010 Tools for Office Runtime must be installed.
•.NET Framework 4.0 or later
•The add-in is available for both Microsoft Excel 32-bit and 64-bit. Microsoft Excel 64-bit is recommended if you need to load big taxonomies such as COREP CON, COREP IND, FINREP. Otherwise, you may see out-of-memory errors when attempting to load such taxonomies with Microsoft Excel 32-bit.
•The add-in requires full access to the Excel document in order to create, validate, and export XBRL reports. If your organization enforces Information Rights Management (IRM) using the Azure Information Protection or a similar technology, the latter may restrict access to the Excel document and thus prevent the add-in from working. For information about how to allow code to run behind documents with restricted permissions, see the Microsoft documentation.