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Initial Setup

This initial setup guide walks you through the generally recommended sequence for configuring Macabacus' most important settings. Exactly how you configure Macabacus depends on your use case—customize Macabacus to suit your personal preferences, or to meet the needs of your organization.

Most application-level Macabacus settings can be configured in the Application Settings dialogs in Excel, PowerPoint, and Word. Office-level settings, which Macabacus uses across all three Office applications, can be configured in the Common Settings dialog. The Application and Common Settings dialogs are accessed from the Macabacus > Settings menu in Excel, PowerPoint, and Word. There are also dozens of other settings that you can configure as you use the tools to which they apply.

In the table below, we have specified the applicability of each setting to each type of user using the following icons: = "applicable," = "possibly applicable," and = "not applicable." Macabacus Pro subscribers can ignore the PowerPoint and Word settings.

Setting Enterprise Personal Comments
Excel Shortcuts Customize Macabacus' shortcut keystrokes to your preferences or to deconflict with another add-in.
Accelerator Keys Accelerator keys activate tabs within the Ribbon. For example, keying Alt>B activates the Macabacus tab, by default. You can change these accelerator keys—perhaps to avoid conflicts with another add-in—in the Application Settings dialog for each Office application. Note that Microsoft reserves most accelerator keys for native functions.
Color Palette The Macabacus color palette is used across Office applications. Be sure that the colors it contains meet your or your organization's requirements.
Color Cycles Color Cycles are used in Excel to cycle through customizable font, fill, border, and chart colors with successive shortcut keystrokes.
AutoColors Specific font colors are used to differentiate various types of cell content, including inputs, partial inputs, formulas, worksheet links, etc.
Default Font & Border Colors The default font and border colors are black, but can be changed if other colors are required.
Number Format Cycles Macabacus installs many pre-configured number formats, which can be customized to suit your needs.
Custom Styles Configure custom styles that modify multiple cell formatting properties—similar to native Excel styles—and apply them with keyboard shortcut cycles.
Presentation Template Configure a Macabacus-enabled presentation template to work with Macabacus' presentation automation tools.
Library Templates Publish any presentation, model, or document templates to a Macabacus library so that they are accessible to all users.
Library Content If you have slides, shapes, images, or charts that you expect to reuse often, publish them to a Macabacus library so that they are accessible to all users.
Active Template Once you have configured and published your Macabacus-enabled presentation templates, select one as the active (i.e., default) template.
Standard Sizes Define standard widths/heights for charts, images, and other shapes used in your presentation and document layouts. Standard Sizes should generally conform to the dimensions of placeholders in your Macabacus-enabled presentation template.
Slide Stamps Slide stamps are confidentiality markings on slides in your Macabacus-enabled template, such as "DRAFT" or "For Internal Use Only".
Default Stamp Select a slide stamp to be applied by default to slides in a newly created Macabacus-enabled presentation.
New
Presentation
Behavior
Select which "special" slides (e.g., title page) and sections (i.e., flysheets) are included by default in new Macabacus-enabled presentations. You can also specify whether you want to use the active Macabacus-enabled template for new presentations created using native PowerPoint functionality.
Shared Settings Share certain Macabacus settings and content/template libraries across your organization to facilitate uniformity in presentations/documents and standardize the Macabacus experience for all users.

Application Settings

Application-level settings are unique to a specific Office application. Access the Application Settings dialog from the Macabacus > Settings menu in Excel, PowerPoint, or Word.

Common Settings

Common settings, such as the Macabacus Color Palette and Standard Sizes, are used across multiple Office applications. Access the Common Settings dialog from the Macabacus > Settings menu in Excel, PowerPoint, or Word.

Shared Settings

Shared Settings are application and/or common settings shared across your organization. See the Shared Settings section of this documentation to learn more about shared settings.

This documentation refers to Macabacus version 8.8.11, and may differ from the PDF documentation
on your computer that installed with your version of Macabacus.