This post was originally published here

I have been writing a blog post series in BizTalk360 Blog called “Thinking outside the box (or not)” and I will continue to do that in the future. In the meanwhile, I thought of creating another blog post series about one of my favorites topics: “BizTalk Server Tips and Tricks” where I will address some common, and (I hope!) useful BizTalk Server Tips and Tricks (and Workarounds) for developers, administrators or business users. In this blog, let’s get started with “How can we enable BAM Add-In for Excel 2016?”

Add-ins provide optional commands and features for Microsoft Excel. In this case, the BAM Add-In for Excel 2016 provides the tools that you need to create a BAM observation model. In other words, it will allow you to define what data to collect from business processes and to define the way in which business users will view the collected data. A BAM observation model consists of:

  • BAM activities: a BAM activity defines milestones and data of interest.
  • BAM views: a BAM view defines the dimensions and measures based on the data of interest and milestones that present information to a particular audience.

By default, add-ins are not immediately available in Excel, so you must first install and (in some cases) activate/enable these add-ins to be able to use them.

Assuming that you already have BAM and Excel installed, for enabling the BizTalk Server 2016 BAM Add-In for Excel 2016, we need to:

  • Open Excel 2016, click the “Customize Quick Access Toolbar” button present in the Quick Access Toolbar and then click the “More Commands…” option near the bottom of the drop-down menu.

  • Alternatively, you can also click the “File” tab and then click “Options”.
  • This will open the Excel options dialog box and from there you can select the Add-Ins category. From the Add-ins list, you should select “Business Activity Monitoring
    • Note: Do not yet exit the “Excel Options” box by clicking “OK”

  • After selecting “Business Activity Monitoring”, in the bottom of the window in the “Manage: Excel Add-Ins” section, click “Go…”.
  • This will bring up an “Add-Ins” dialog box where you need to check the “Business Activity Monitoring” Add-In option.

  • Finally, click “OK”.

Having done this, the BAM Add-In will now be accessible through the “Add-ins” tab and you can edit your BAM Activities and Views.

Stay tuned for new tips and tricks!

Author: Sandro Pereira

Sandro Pereira is an Azure MVP and works as an Integration consultant at DevScope. In the past years, he has been working on implementing Integration scenarios both on-premises and cloud for various clients, each with different scenarios from a technical point of view, size, and criticality, using Microsoft Azure, Microsoft BizTalk Server and different technologies like AS2, EDI, RosettaNet, SAP, TIBCO etc. View all posts by Sandro Pereira