The first step in setting up PensionSoft's DBPXL Add-in is to confirm that SQL Server is installed on your network. While we recommend using SQL Server 2022, DBPXL will also run on SQL Server 2014, 2016, 2017, and 2019.

You can use the Express edition of SQL Server. The latest version of SQL Server Express can be downloaded for free from Microsoft here. You will also need to separately install SQL Server Management Studio which can be downloaded here.

Once you have SQL Server installed, you will need to contact PensionSoft support using the information at the bottom of this page. We will then assist you in setting up the database components that are needed to run the add-in.

Please note that if DB Precision is already installed on your network, then you can skip this entire step 1 and simply note the name of the database server (required below).

PensionSoft's DBPXL Add-in uses a combination of different Microsoft technologies to allow users to calculate actuarial factors in Excel. In order to use this technology, the following must first be installed on each user's machine.

• Microsoft Office 2016/2019/2021: DBPXL runs using Microsoft Excel. Microsoft Excel (2016 or higher) should be installed on each machine running this add-in. Note that the 32 and 64 bit versions of Excel are both supported.
• .NET Framework 4.7.2 (or higher): To download the latest version, click here.

• Download and Install the DBPXL Add-in:  Download the add-in files by clicking here. Create a folder "c:\Program Files\PensionSoft\DBPXL" and then copy the two files contained in zip file to this folder.
• Configure the Add-in: Open Excel and select File - Options - Add-ins. Then, next to Manage - Excel Add-ins, press the Go button. On the Add-ins dialog, press the Browse button and navigate to the folder "c:\Program Files\PensionSoft\DBPXL". There, you will select the file "DBPXL-AddIn64-packed.xll" for 64-bit installations of Excel or "DBPXL-AddIn-packed.xll"" for 32-bit versions and press Ok.
• Enter Database Name and Password: You will be prompted to enter the name of the database (from step 1 above) as well as a password for PSUser (also from step 1 above).

Update Your License:  DBPXL requires a valid license to use. If you do not have a license, contact PensionSoft support to obtain one. This information is entered on the DBPXL tab in Excel under System Settings. For help on entering your license information, click here.

Getting Started:  press the Getting Started button on the DBPXL tab for instructions on creating your first actuarial function in Excel.