The new function CDXZip4 is now part of CDXZipStream and provides address correction and USPS Zip+4 approved formatting using our CDXGeoData web service.  Available in all versions of CDXZipStream with a CDXGeoData API key, you can now perform address verification and correction using U.S. Postal Service databases. Get address data in standard format and find ZIP+4 Codes even for addresses with missing data.

The CDXZip4 function can be used by right-clicking on any cell in your worksheet and selecting Insert CDXZip4 Function from the new CDXGeoData Functions drop down menu.  Provide the input address information as either a single-line or multiple line address.  Multiple-line input will look like this:

If parts of the address are unknown, such as state or postal code, they can be omitted from the input data.  When specifying what data should be returned, you can request the “fullAddressOut” to return the entire address with all available information.  You can also request that just portions of the address be returned, which is useful for identifying a missing ZIP code, for instance, or to accurately parse the address into different worksheet cell

Requests are checked against a USPS database to determine the correct format and if it is deliverable.   Addresses not validated with return “Unknown or Invalid Address”.  The results should closely match the individual results returned at the USPS site.

To gain access to this functionality you must have a CDXGeoData API Key which is not part of the CDXZipStream license.  Tokens are used to access CDXGeoData with different levels for each service request.  This Zip+4 address verification will require 5 tokens per request.  Any number of users can access the CDXGeodata service with a single API key. 

A free CDXGeoData account comes with 1000 tokens that can be used for evaluation, development and non-profit use. If you use up your tokens, your account will be refreshed with up to 1000 additional requests on the monthly anniversary of your account start date.  Additional tokens can be purchased on an as needed basis with the following pricing.  The tokens are good for up to one year.   It’s easy and risk free to get started with our free account.

We've previously covered how to install CDXZipStream on new computers the blog article How to Reinstall CDXZipStream on a New Computer. But what procedure should you use when you want to remove and deactivate CDXZipStream?

CDXZipStream is licensed per user and each license includes two activations. This allows you to put CDXZipStream on one main and one backup computer like a laptop.  If you have just purchased a new computer and have already used all of your activations you will receive an error from our registration server.

In the past, you would need to contact us at support@cdxtech.com to remove older computers. But we've now added a feature to the latest version of CDXZipStream that allows you to handle this. When you press the "Register/Upgrade" button in the CDXZipStream Account menu item in Excel you will see the following dialog:

 On activated copies of the program you will now see a "Deactivate This Computer" button. Pressing this button will lead to a prompt for you to enter your cdxtech.com website credentials. After successfully validating your request the computer will be removed from your activation list and the installation deregistered. You can then proceed to uninstall CDXZipStream using the programs feature in the Control Panel of Windows.

There are situations where this feature will not work like on a proxy network where our activation server can't be contacted. You can still proceed with the activation and then contact us at support@cdxtech.com to remove the computer.

To get this new feature you need to install CDXZipStream version 3.3.0.3 or better which is the current trial version on our site. This will work with all versions of CDXZipStream.

 We've added new items to our premium demographic ZIP Code database which should prove especially useful for the Medical and Insurance Industries. The data is determined by Social Security and the Centers for Medicare and Medicaid Services (CMMS) based as of January 2018:

1. SSAStateCountyCode - The State County Code as set by the Social Security Administration for Medicare and Medicaid.

    2.MedicareCBSACode - The CBSA Code for this ZIP Code as set by the CMMS.

    3.MedicareCBSAName - The CBSA Name for this ZIP Code as set by CMMS.

4. MedicareCBSAType - The CBSA type for this ZIP Code as set by CMMS. Metro or Micro.

5. MarketRatingAreaID - The ID of the Insurance Market Rating Area as set by CMMS.

Also an additional item for general purpose use:

6. CountyMixedCase - The primary county name in mixed case

All of the demographic data items that CDXZipStream covers can be found in this document.

 We've recently updated our CDXStreamer product line to include cloud-based tool support as well as Microsoft Excel.  CDXStreamer is a suite of online tools and Excel add-ins to verify and correct address lists and look up ZIP and ZIP+4 Codes.

CDXStreamer can be used to access our web-based Bulk Address Correction and Zip+4 Lookup Tool and Zip Code Demographics Batch Report Tool. Additional online tools are available to process demographics by radius or by state and county.

If you have a list of addresses without ZIP Codes you will find our Bulk Address Correction Tool easily solves this problem. Just upload an .xlsx or .csv file with your available data to the tool. Both one column and multiple column address formats are supported. If you have a non-demographic version of CDXZipStream and now need to make a one-time demographic analysis you will also find CDXStreamer to be a cost effective alternative.

The demographic reports contain over 50 key statistics including household income, population, median age and business employment. We've also created a spreadsheet to create a graphical summary report using the output of the online tools.

Pricing for CDXStreamer is available here. Both monthly subscription and one time purchases are available. You can try CDXStreamer for free for 7 days by signing up for our free trial.

 We've added a new tool to our suite of templates to calculate a distance matrix using the CDXDistance formula.  CDXDistance is a straight-line "as-the-crow-flies" distance calculation for ZIP Codes, available in the CDXZipSteam Lite version and higher.  Because all the calculations are based on our local database this operation is extremely fast and can work on large data sets easily. This template is free and will work with both registered and demo versions of CDXZipStream. The template can be downloaded here.

This allows an easy comparison of all combinations of potential ZIP Codes. Just enter your ZIP Code lists across one column and one row and press "Calculate" to proceed. An option is available to return distance in miles, kilometers or nautical miles. The template is also able to process Canadian postal codes if that CDXZipStream option is installed.

You can visit the templates page on our website to download this and many other free CDXZipStream tools.

In July, Microsoft announced that Bing Maps can now optimize up to 25 stops as part of their REST API service. The change is discussed in this article. Optimization can be requested from Bing Maps for no additional charge.

CDXZipStream has been updated to take full advantage of this new feature. Previously, route optimization in CDXZipStream exclusively used an algorithm based on straight-line distance between stops. Bing Maps route optimization uses driving distance instead of straight-line, and so will generally provide more accurate results. Turnaround will also be quicker since all of the calculations are performed on Bing Maps servers (instead of in Excel). For 25 to 100 stops the optimization routine will revert back to the original straight-line distance algorithm.

Bing Maps optimization is available from the "Bing Maps Settings" dialog:

 Registered users can get this feature by simply downloading and installing CDXZipStream version 3.5.2 or better.

We now offer a free Excel template that can be used to get key U.S. ZIP Code demographic data for a radius area. The template can be download here. Demographic data fields provided are: population, median age, median age by gender, persons per household, average household income, and average house value. Demographics are sourced from the 2010 Decennial Census ZCTA data, with the exception of household income and house value, which are from the latest 5-year aggregated data of the American Community Survey.

The template is used with our Microsoft Excel add-in CDXZipStream demographic version or higher. Just enter a target ZIP Code, which will be the center of the radius, and up to three radius area distances. Both an overall radius report summary is provided, as well as demographics for each ZIP code within each specified radius. Here are examples of the output:

Calculations are performed automatically by CDXZipStream worksheet functions. No internet connection is required, and the workbook does not contain macros. It is Windows but not iOS compatible. It can be evaluated using the CDXZipStream trial version using the ZIP Codes 06830, 90210, 78746, and 90272.

Note there are many ZIP Codes, such as those assigned to a business, government entity, or post office, that do not have resident populations. In these cases, no demographic data can be returned.

Distance calculations are based on the centroid point of each ZIP Code. Data for up to 1000 ZIP Codes can be returned for each radius area. If you need to analyze more data or require customization of the template, please contact us at customsolutions@cdxtech.com, or call 877-239-8321.

We now offer a free, Microsoft Excel expense report template that uses our web-based service CDXGeoData to automatically calculate personal car mileage. No more tedious lookups using Google Maps or MapQuest – just enter the “From” and “To” locations, and the CDXGeoData equations embedded in the worksheet calculate the mileage. Using the mileage reimbursement rate you specify, the template can also automatically calculate total mileage reimbursement.

You can download the template here. The template is compatible with both PC and Apple devices that use Microsoft Excel.

It is also editable, so you can add text, columns, and rows, and reformat it to meet the needs of your organization. Here’s a screenshot of the basic template, which includes entry areas for other expense items like tolls, airfare, lodging and meals:

When editing, just make sure the CDXGeoData equations continue to reference the correct cell addresses for the “From” and “To” locations, as well as the cell address for the specified reimbursement rate.

Once you create a CDXGeoData account and enter your API key into the template, you can save the template and distribute it within your organization. CDXGeodata equations will be fully operational for any employee who receives it.

CDXGeoData is our web-based service that uses Bing Maps as the source of mapping data to calculate travel time and distance. To use CDXGeoData with the template, you will also need to obtain a Bing Maps license key. Please refer to our article How to Get a Bing Maps License Key for more information. This key can be entered through the template, and you can also manage both CDXGeoData and Bing Maps keys through your online account.

The template can be evaluated with a free account, which is available for testing and non-profit use. No credit card information is required for signing up. So consider moving away from manually looking up driving mileage, and let CDXGeodata do the work for you.

We are pleased to announce the introduction of Version 3 of our CDXStreamer Excel add-in for address verification and ZIP+4 data. The add-in loads directly in Microsoft Excel and adds custom functions to update your spreadsheets with address data. CDXStreamer is the perfect tool when you have a list of addresses with missing ZIP Codes or that needs accuracy checking. It uses a U.S. Postal Service database to insure your addresses are formatted correctly and are deliverable.

With Version 3 we have dramatically improved the speed of the product. Users can expect to see a greater than 5X improvement in speed per address. You will also see similar improvements in our free Address Verification template that works with CDXStreamer.

Our CDXStreamer product includes the add-in discussed above along with our online tools for address verification and demographics. This includes an Address Correction and ZIP+4 Lookup and ZIP Code Demographics Batch Report tools.   CDXStreamer is available as a month-to-month or fixed yearly plan with pricing starting at less than $5 per month.

Registered users can obtain these changes by simply downloading and installing CDXStreamer version 3.0.1 or better.

We’ve added a new template to our suite of CDXZipStream tools for FindZip Analysis.  This template can take a long list of city and state combinations and produce a report of all matching zip codes.  The template can be download for free at this link.  It is compatible with both the demo registered versions of CDXZipStream.

While you can always copy the original FindZip formula to analyze a list this template streamlines the application.  Rather than using delimiters as the formula does each zip code is output to a separate cell.  This makes it simple to copy the lists to another application.  The template can handle up to 250 zip codes per city/state entry.  As with our other templates, you will see a status indicator showing the progress of the FindZip calculations in the lower left status bar.  

Here is an example of the report output:

With the release of this application we now have templates that automate each CDXZipStream function.  You can download this new FindZip tool and all of the other templates here.  We recommend the use of these templates rather than copying formulas when analyzing long lists. We’ve also included videos demonstrating how to use many of the available templates.

We've added a new template to our suite of CDXZipStream tools for FindZip Analysis.  This template can take a long list of city and state combinations and produce a report of all matching ZIP Codes.  The template can be downloaded for free from the templates page of our website.  It is compatible with both the trial and registered versions of CDXZipStream.

While you can always copy the original FindZip formula to analyze a list, this template streamlines the application.  Rather than returning all ZIP Codes in a single string (as the formula does), each ZIP Code is output to a separate cell in the template.  This makes it simple to copy the lists to another application.  The template can handle up to 250 ZIP Codes per city/state entry.  As with our other templates, you will see a status indicator showing the progress of the FindZip calculations in the lower left status bar. 

 Here is an example of the report output:

With the release of this application we now have templates that automate each CDXZipStream function.  You can download this new FindZip tool and all of the other templates here.  We recommend the use of these templates rather than copying formulas when analyzing long lists. We also provide video tutorials demonstrating how to use many of the available templates.

The CDXZipStream ACS data feeds for state, county, ZIP code (ZCTA), place, and CBSA (Core-Based Statistical Area) have been updated with the latest data releases from the U.S. Census Bureau. These data are from the American Community Survey, which surveys about 1 out of every 38 households every year. These feeds are available in the CDXZipStream Premium ACS version. Data for all geographies are aggregated over the years 2013 through 2017

The demographic areas covered in all ACS feeds are: age, population, household size, household income, individual earnings, race and ethnicity, educational attainment, school enrollment, housing value and rent, mortgage status, and marital status. For a full listing of all data fields included in the feeds, please download the CDXZipStream Data Feeds and Definitions file here.  

If you already own CDXZipStream ACS Premium and have an active data maintenance contract select the "Account" option on the CDXZipStream Excel menu and click on "Check for Available Database Updates".  The select the option to update your premium database.

For users without an active account you can update your data feeds by logging into your on-line account on CDXTech.com and under My Account and Product Management, selecting "Buy Data Update" and then purchase the Premium Maintenance contract.  If you don’t have the correct CDXZipStream version select "Upgrade License" in the account area and select the option to upgrade to the ACS version. The latest data will automatically be included with your purchase. 

Creating fixed keycodes for CDXZipStream is useful in situations where a proxy network is blocking the regular registration process, or if you would like to activate another user’s software without sharing credentials.

A fixed keycode is based on the name of the computer. To find the computer’s name, follow these steps:

- From the CDXZipStream command bar in Excel, click on the CDXZipStream “Account” icon.
- Click the “Register/Upgrade” button in the upper right-hand corner.
- In the “Fixed Licensed Registration” section, click the “Manual Registration” checkbox.
- Click on the “Computer Name” button that appears:

You can highlight the computer name and from the right-click menu, select “Copy”.

To use this name to generate a keycode:

- Login to your account on CDXTech.com
- From the CDXZipStream dropdown menu, select “Account Status”.
- Click on the “Options” button and select “Add Fixed Keycode”.
- Enter the computer name, and click on “Generate Keycode”
- A new registration code will be shown.

You can double-click on the listed code and from the right-click menu, select “Copy”.

Go back to the Fixed License area, then enter the computer name and new registration code. After registration the latest ZIP Code data can be downloaded.

If you prefer, we can generate the registration codes if you send us the additional computer names as described above.

CDXDistance2WP is the fastest distance calculation available in CDXZipStream. It calculates the straight-line ("as the crow flies") distance between two locations as defined by their latitude and longitude coordinates. This function is available in the Bing and higher versions of CDXZipStream. 

CDXDistance2WP is an order of magnitude faster than the standard CDXDistance calculation and several order of magnitude faster than the Bing and Mappoint driving distance formulas.   There are no database calls as in CDXDistance to determine coordinates as they are already predefined.   And there are no delays waiting for Bing Maps or Mappoint to respond.

A question we often get asked is how to calculate determine the closest business or source locations to a long list of customer locations.   Attacking this type of problem with just the driving distance calculations can take many hours to run in a grid of 100K location pairs or more.  Once you geocode all the locations involved you can use the use the CDXDistance2WP function to determine straight line distance.  CDXDistance2WP is very fast and the analysis for a 100K grid should only take a few minutes. You can then determine the closest few locations for each client and then run a driving distance calculation for these top locations.  This dramatically cuts down on the calculation times.

We’ve developed an example template which shows how set up CDXDistance2WP on a simple five by five grid.  Just copy the formulas to new cells to expand it.  You can geocode locations using Bing or Mappoint or if only using zip code use the CDXZipCode formula to determine latitude and longitude.  Once calculated, set all the formulas to values and then sort the various columns/rows to determine the closest locations.  Setting the formulas to values avoids recalculation delays when sorting the lists.

 We’ve also developed a “Geographic Analysis Template" that automates the calculation and sorting process described above and produces a custom output report that can be tailored by a specified radius.  Here is a video on how it works. 

 https://www.youtube.com/watch?v=qcMVMRqvsMg&t=24s

We have a variety of other articles on this blog describing the distance calculations available with CDXZipStream.  Here are some of the most popular ones.

 https://blog.cdxtech.com/post/straight-line-distance-as-an-estimate-for-driving-routes

 https://blog.cdxtech.com/post/Choosing-the-Right-Function-to-Calculate-Distance-in-CDXZipStream

 https://blog.cdxtech.com/post/How-to-Very-Accurately-Filter-Addresses-Based-on-Distance

 https://blog.cdxtech.com/post/Geocode-and-Sort-Locations-by-Distance-from-a-Target-Free-Excel-Template1

https://blog.cdxtech.com/post/cdxzipstream-zip-code-distance-matrix-template

We currently offer 16 free templates to help you automate CDXZipStream and reduce your learning curve to get up and running quickly. Templates are available for all CDXZipStream functions including geocoding, radius, routing, and distance calculations.  Simply drop your data into the template and press a button to get your results. The templates are available for download at this link. They are available to both registered versions of CDXZipStream and demo users. 

We've converted all of the templates to the .xlsm format so that they will be fully compatible with the latest versions of Excel and Windows 10. The templates will run in versions of Excel 2010 and later. All are digitally signed so they can be run in secure environments that require this. Visual Basic for Applications (VBA) macro language provides the automation that powers the templates. For more information on enabling macros in Excel please see the following article.

The templates are a more efficient way to deal with calculating long lists.  Copying large groups of formulas in Excel can be quite cumbersome. Excel doesn't calculate formulas linearly and can appear to be "hung" even though calculations are proceeding in the background. The templates calculate in the order your data is entered and have an indicator showing progress to completion.    

We urge you to take advantage of this free resource.

We just expanded our offering of free online tools with a ZIP Code Distance Report.  All you need to enter is two US ZIP Copes in this mobile-friendly web application.   The output report is shown below and contains the straight-line distance, driving distance, distance type, route map and the latitude and longitude for both ZIP Codes.

 
 
The distance can be optionally specified in miles, kilometers or nautical miles. Bing Maps is used for the driving distance calculation and displayed map. CDXGeodata is used for the straight-line distance calculation.  The results will match the CDXZipStream formula for straight-line distance CDXDistance and driving distance with CDXRouteBing.  

You'll find this to be a useful tool if you are away from your PC and Excel and want to look up a route on your phone or other device.  Our website also has other free online tools for demographics, ZIP Code lookups and radius reports. 

CDXZipStream Version 4 with Maptitude SupportWe have just released CDXZipStream version 4 which works with Caliper’s Maptitude mapping software. Two new functions have been added for geocoding and routing named CDXRouteMaptitude and CDXLocateMaptitude.  These functions will work in a similar fashion to those used for Mappoint and Bing.  Existing CDXZipStream customers will be able to optionally add them to any current version of CDXZipStream. 

While Bing Maps offers greater accuracy and worldwide coverage, it is a transaction-based system with a very complex licensing model.  As with Mappoint, Maptitude installs locally on your machine and your only cost is the one-time license fee regardless of the number of times you use it.  Large-scale analysis projects can be performed with Maptitude that otherwise would have been prohibitively expensive with Bing enterprise licenses which can cost .5 to 1.5 cents per address request. 

The price to add this Maptitude capability to any version of CDXZipStream is $99.95.  This does not include Maptitude itself which is a separate purchase.   Our first release will only support the US version of Maptitude although we expect to support other countries shortly. 

The cost of the latest version of Caliper Maptitude 2019 is $695 and includes country data for the US.   A demo of Maptitude is available at the following link.  We do highly recommend that you use the latest version of Caliper Maptitude because of significant speed, reliability and routing improvements.  If you have a previous version of Maptitude upgrades are available at a reduced price.

Our latest demo now includes a demonstration of the new Maptitude functions. If you would like to test Maptitude with your currently activated copy of CDXZipStream please email sales@cdxtech.com.

Now that CDXZipStream works with Calipers's Maptitude software did you know that you can use the same CDXZipStream functions in applications other than Excel?  This includes Office 365 applications such as Access that support VBA (Visual Basic for Applications) or any application programming environment that supports COM (Component Object Model) connections such as Python.  CDXZipStream does not have to be running in Excel for this to work.

We’ve talked about programming in VBA with CDXZipStream in other articles which include.

Calling CDXZipStream with Visual Basic – Part 1

Calling CDXZipStream with Visual Basic – Part 2

Using CDXZipStream with VBA in Microsoft Access

So rather that cover this again will talk about what is involved to use the CDXZipStream Maptitude fuctions with VBA.

Caliper Maptitude does have extensive documentation with how to interact with the program using C#, Python VBA and other environments.  This is the information we used to get the program to work with Excel.  But this environment is primarily suited to programmer’s and we wound up generating several thousand lines of code to handle the geocoding and routing calls in CDXZipStream.  Rather than doing this work yourself you can use CDXZipStream and VBA to access each these functions in 20 lines of code.

As an example the spreadsheet Maptitude VBA Calls.xlsm contains code in VBA Module 1 for both the routing and geocoding CDXZipStream calls as follows:

• Public oAdd As Object
• Public Function GeocodeMaptitude(Output As Integer, Address As String, Optional City As String, Optional State As String, Optional PostalCode As String, Optional Country As String, Optional Ambiguous As Integer) 
• On Error GoTo Err
•   If oAdd Is Nothing Then Set oAdd = CreateObject("CDXZipStreamCF.Connect")  
•    GeocodeMaptitude = oAdd.CDXLocateMaptitude(Output, Address, City, State, PostalCode, Country, Ambiguous)
•    Exit Function
• Err:
•    GeocodeMaptitude = "An Error Number " & Err.Number & "Occurred: " & Err.Description 
• End Function
• Public Function RouteMaptitude(iMPType As Integer, Output As Integer, ParamArray WPoints())
•    Dim TmpArray As Variant
•    On Error GoTo Err
•  TmpArray = WPoints  
• On Error GoTo Err  
•  If oAdd Is Nothing Then Set oAdd = CreateObject("CDXZipStreamCF.Connect")
•   RouteMaptitude = oAdd.CDXRouteMaptitudeWrapper(iMPType, Output, TmpArray)
• Exit Function
• Err:
•  RouteMaptitude = "An Error Number " & Err.Number & "Occurred: " & Err.Description
• End Function

These calls work exactly like the CDXZipStream so you can use the CDXZipStream documentation for CDXRouteMaptitude and CDXLocateMaptitude to set the parameter required.   For instance to return the latitude and longitude of zip code 07869 the following formula would be used:

=GeocodeMaptitude(3,"07869")

You can also geocode by full address or city/state as CDXZipStream will automatically manage the individual requests to Maptitude layers for these parameters.  The function to reverse geocode as follows

=GeocodeMaptitude(0,40.84,-74.56)

As an example of routing to determine driving distance you can use the following call

=RouteMaptitude(1,0,"07869","07860")

that will determine the driving distance in miles between these two zip codes using the quickest route.  This can also be used with full addresses and more than just two stops.

CDX Technologies can also provide consulting services if you want to build these functions directly into your application.

We think you will find this approach will save you considerable time, expense and aggravation. 

We updated all CDXZipStream templates that involve geocoding and routing to include Caliper Maptitude support. In addition to supporting Bing and Mappoint a third option is now available for Maptitude.  Just select Maptitude from the data source dropdown to use it as shown below.

Adding Caliper Maptitude allows you to make an unlimited number of requests for a one-time cost of a license.  Just copy in your address data and press a button to calculate.  There is no need to learn the details about CDXZipStream or its formulas.

The templates updated include.

1. Geocoding Template
2. Reverse Geocoding Template
3. Driving Calculations Template
4. Driving Calculations Matrix Template
5. Census Tract FIPs Codes
6. Route Optimization Template
7. Route Optimization with Geocodes Template
8. Geocode and Sort By Distance Template

They are available to both registered versions of CDXZipStream and demo users.  All are digitally signed so they can be run in secure environments that require this. Visual Basic for Applications (VBA) macro language provides the automation that powers the templates as described in prior blog articles. These applications are available for download at the following link.

The templates are a more efficient way to deal with calculating long lists. This is especially important when dealing with routing as this can involve significant calculation times. Copying large groups of formulas in Excel can be quite cumbersome. Excel doesn't calculate formulas linearly and can appear to be "hung" even though calculations are proceeding in the background. The templates calculate in the order your data is entered and have an indicator showing progress to completion.    

Microsoft Excel add-ins with the extension (.xlam) do not install open directly in Excel as do standard spreadsheets (.xlsx) files.   Since they will run each time Excel starts you will need to install the add-in using menu commands in Excel as described in the procedure which follows below.  These instructions apply to Excel 2010 and latest versions of Excel. While this example is for CDXGeodata, it can be used to install other add-ins as well.

The first step is to download the CDXGeodata add-in which can be found at the following link.

https://www.cdxtech.com/cdxgeodata/excel-addin/

Make sure that you remember the location where the file is downloaded. 

If you are using the Mac all you need to do is click on the Tools – Add-in menu in Excel. Browse to the file and then press OK to load the add-in.  The CDXGeodata file should now be active.

If you are using Windows you will need to “Unblock” the file.  This step is not necessary if you are using Excel for the Mac.

In Windows to unblock a file use the File Explorer to browse to the file Location.  Then right-click on the file and select “Properties” in the menu that appears.   If you see “Unblock” in the lower right as shown in the image below click on it and then press “OK” and close the dialog.

For Windows 7 systems the “Unblock” option will be presents as a button rather than a check box.

We recommend copying this file to a trusted location that Excel recognizes and then installing the file from that location.  You can determine this by clicking on “Trust Center Settings” and then “Trusted Locations” in the Excel File-Options-Trust Center menu.  Placing the file in the XLSTART folder suggested for “Excel Startup” in this list should install the add-in when Excel restarts.

If the add-in is still not visible after restarting Excel or if the file is in another location you can load the add-in manual using the “File-Options-Add-ins” menu in Excel.  At the bottom of the dialog you will see a “Manage” function as shown in the picture below.

Make sure that the dialog is set to manage “Excel Add-ins” and press “Go”.   In the dialog that appears press “Browse”.

The screen shown below will appear.  Switch to the directory where you have placed the unblocked “CDXGeodata” addin and press “OK”.

The CDXGeodata add-in will be added to your Excel add-in list as shown below.  Click OK to close the dialog.

The Geodata add-in is now successfully installed.  You should now see the CDXGeodata menu in the top menu of Excel and have access to the right click functions and formulas.