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Set Up Morningstar Direct to Work with Microsoft Excel

The Financial Analysis Lab machines are in the process of being updated to Windows 10. Please find below written instructions describing how to install the Excel add-in for the Morningstar Direct resource for Excel 2016. We’ve also provided a three minute video demonstrating this process on one of the Financial Analysis Lab computers. Instructions will also be placed in the documentation binder in the Financial Analysis Lab.

Written Instructions:

  • Open Excel
  • Go to File > Options
  • On the left menu, select Add-Ins
  • On the bottom of the right hand screen, select Manage: Excel Add-ins and GO
  • Select the Browse button and navigate to C:\Program Files (x86)\Morningstar\Morningstar Add-In
  • Select Morningstar Add-In64
  • Select the Browse button and navigate to C:\Program Files (x86)\Morningstar\Morningstar Add-In
  • Select MIMICFunctions
  • Click OK
  • On the Excel ribbon, select Morningstar
  • Locate the Morningstar Profile Icon and select Direct
  • Logon user name and password are listed in the Financial Analysis Lab binder.

You may want to view this demonstration video in fullscreen mode. See the icon in the bottom right corner of the video.

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