Overview

The Cosmos Report Editor is the Excel add-in that Report Editors will utilize to create and modify Cosmos reports in Excel. To use the Cosmos Report Editor the users, need to have the Excel add-in assigned to them so that it will automatically appear in Excel. This article covers how to assign the Excel add-in to additional users.

Cosmos utilizes Microsoft's Centralized Deployment feature to deploy the Cosmos Excel Add-in. This is Microsoft's recommended way of deploying Office Add-ins. Centralized Deployment of add-ins requires users to have one of the following licenses:

• Microsoft 365 Business (Business Basic, Business Standard, Business Premium)
• Office 365 Enterprise (E1/E3/E5/F3)
• Microsoft 365 Enterprise (E3/E5/F3) (and are signed in Microsoft 365 using their organizational ID)

The license types above are the most common that we see. For the full list click here. 

Details

The management and deployment of modern add-ins for Office is done in the Integrated Apps section of the Microsoft Admin Center. The user making the changes will need permission to make changes in the Microsoft Admin Center. 

Adding the Excel Add-In for Users

To assign the Cosmos Excel add-in to additional users, you will first navigate to the Integrated App section here: Integrated Apps - Microsoft 365 admin center.

To add additional users, you will first click the three vertical dots to the right of the "Cosmos Report Editor" and click Edit Users.

In the Specific Users and Groups section you can start typing the name of the user to add. 

Clicking their name will add them to the To Be Added section.

Once all the desired users have been added click the Update button to publish the changes.

Once this is completed you will see a confirmation window. The Cosmos Report Editor add-in has now been successfully deployed to the additional users and they will see it in the Excel Online and Excel Desktop applications the next time they are opened. Please note that it can take several minutes for Microsoft to push the changes out to the users.

Removing the Excel Add-In for Users

If there are users for which the Excel add-in should be removed, you will navigate to the Integrated Apps section of the Microsoft Admin Center as shown above, click the Edit Users button, and then click the "X" to the right of the user names you wish to remove the add-in from.

Once the users have been removed from the list, click the Update button to publish the changes. The Cosmos Report Editor will no longer be visible for those user the next time they open Excel.