Navigating the Add-in

Overview

The TilliT Excel Add-in V2 uses a single task pane that opens on the right side of Excel. All five features share this same pane — you switch between them using the dedicated buttons in the TilliT V2 ribbon tab.

Logging In

When you first open the add-in, you will see the login screen. Click Log In to authenticate with your TilliT account.

After logging in, the pane will display your active tenant name in the header.

The Ribbon Tab

The TilliT V2 tab appears in the Excel ribbon after installation. It contains five buttons, each opening a different view inside the task pane:

Button
Opens

Data

Entity Data Source — load or manage TilliT configuration and instance data

Timeseries

Timeseries — export process variable readings

Orders

Orders — load or upload TilliT and Scheduler orders

Boards

Boards — load board items or edit board definitions

Translation

Translations — export translatable entity data

The Header Menu

Once logged in, the header shows your tenant name and a menu button to the right. Clicking this button gives you access to:

  • Switch Theme — toggle between light and dark mode

  • Language — change the add-in display language

  • Logout — sign out of the add-in

  • Return to Classic — switch back to the original Excel Add-in (V1)

Returning to the Classic Add-in

If you need to use the original add-in, click Return to Classic from the header menu. This does not uninstall V2 — it simply opens the classic (V1) add-in in the same pane.

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The V1 add-in documentation can be found here: Excel Add-in (Classic)

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