📋 Table of Contents
- Introduction
- System Requirements
- Installation
- Getting Started
- Interface Overview
- How It Works
- Template Library
- Running Calculations
- Single-Sheet Calculation
- Managing Files & Sheets
- Automation & Macros
- PDF Reports
- Combining Documents
- Python Scripting
- AI Assistant
- Settings
- License Registration
- Troubleshooting
- Glossary
1. Introduction — What is GoCalc?
GoCalc is a powerful Microsoft Excel add-in designed for engineers, analysts, and technical teams who rely on structured spreadsheet workflows. It transforms Excel into a fully integrated workspace by combining a calculation engine, template library, PDF reporting, Python scripting, VBA macro management, and an AI chat assistant — all accessible from a single ribbon tab.
How GoCalc Works
GoCalc automates engineering calculations by linking a shared template library directly to your Excel workbook. Each calculation case is a row in the workbook — GoCalc reads the inputs, runs the template formulas, and writes the results back automatically.
2. System Requirements
Before installing GoCalc, verify that your system meets all of the following prerequisites:
3. Installation
3.1 Download
Download the latest GoCalc installer from the official website. The installer is a standard Windows .exe or .msi package.
3.2 Run the Installer
- Close Microsoft Excel if it is currently open.
- Click Install and wait for the installer to complete.
- When prompted, allow the installer to register the Excel add-in automatically.
- Click Finish. Launch Excel — the GoCalc ribbon tab will appear.
4. First Launch
Open Microsoft Excel after installation. The GoCalc tab will appear in the ribbon. Click it to begin using the tool.
5. Ribbon Overview
The GoCalc ribbon tab is organized into logical groups. Here is a visual overview of the buttons and what they do:
| Button | Group | Description |
|---|---|---|
Calc WB | Calculation | Run calculations across the entire workbook in sequence. |
Calc WS | Calculation | Run calculations on the active worksheet only. |
Run Step | Calculation | Execute a single named calculation step for debugging. |
Library | Library | Open the template library browser panel. |
Combine | Reports | Merge multiple workbooks or PDFs into a single file. |
Macro WB | Automation | Manage and run workbook-level VBA macros. |
Python | Automation | Open the embedded Python IDE panel. |
AI Chat | Tools | Open the embedded AI assistant chat panel. |
Settings | Tools | Configure GoCalc preferences, paths, and licensing. |
6. Core Concepts
Calculation Table Format
The core of GoCalc is a table-based calculation format. Each row is one independent calculation case. The first row defines variable names; every subsequent row is a separate run.
7. Template Library
Browse, preview, and apply standardized calculation templates.
The Template Library gives your team access to a shared collection of pre-built calculation workbooks. All calculation templates are stored in a single folder location to maintain consistency — this can be a local directory, a network share, or a SharePoint/cloud-synced folder.
Step 1 — Link the Template Library Folder
-
Click the Library button in the GoCalc ribbon menu.
The Library panel opens on the right side of Excel. -
Right-click inside the library window and select "Set Library".
A folder browser dialog will appear. -
Select the path to your template library folder — for example, a SharePoint-synced folder on your local machine or a mapped network drive.
-
Click Open to confirm. GoCalc saves this path and the library reloads with all available templates.
Step 2 — Browse & Apply a Template
- Use the search bar or category tree to browse templates.
- Click a template name to preview its input/output structure.
- Click Use Template to create a new workbook based on the selected template.
Adding Templates to the Library
Any workbook can be published to the shared library:
- Open the workbook you want to publish.
- Click Library → Publish Current Workbook.
- Fill in the metadata form (title, category, tags, description).
- Click Publish. The workbook is copied to the library folder.
8. Calc Workbook (CalcWB)
Execute all calculation sheets in a workbook in sequence.
Calc WB automates structural calculations by reading each row of the calculation table, copying the input variables into the template, running the formulas, and writing the output results back — row by row, for the entire workbook.
Each row in the workbook represents a separate calculation case. The program identifies the template associated with each case, copies it to a temporary folder, assigns all input variables, executes the calculation, and retrieves the results back into the table.
How to Run
- Open the target calculation workbook.
- Ensure all input values are set on the input sheets.
- Click Calc WB in the GoCalc ribbon.
- A progress dialog shows each step as it executes.
- When finished, review the results on the output sheets.
CalcWB Settings
| Option | Default | Description |
|---|---|---|
| Stop on Error | Yes | Halt execution if any step throws an error. |
| Show Progress | Yes | Display step-by-step progress dialog. |
| Recalculate All | Yes | Force Excel to recalculate all formulas before running. |
| Save After Run | No | Automatically save the workbook after a successful run. |
9. Calc Worksheet (CalcWS)
Run calculations on a single worksheet for quick testing.
Calc WS executes only the active sheet's calculation logic. This is ideal when iterating on a specific step without re-running the entire workbook.
- Navigate to the worksheet you want to execute.
- Click Calc WS in the GoCalc ribbon.
- Only the macros and formulas assigned to that sheet run.
- Results are written back to the output cells on the same sheet.
10. Sheet Manager
Manage, reorder, and batch-operate on worksheet tabs.
The Sheet Manager provides a tree-view of all sheets in the workbook with drag-and-drop reordering, batch rename, show/hide, and color-coding capabilities.
Key Actions
| Action | How to Invoke |
|---|---|
| Reorder sheets | Drag and drop in the Sheet Manager panel. |
| Batch rename | Select multiple sheets → right-click → Rename Pattern. |
| Show/Hide sheets | Check or uncheck the visibility checkbox next to each sheet name. |
| Color-code tabs | Right-click a sheet → Set Tab Color. |
| Duplicate sheet | Right-click → Duplicate. Places copy immediately after original. |
11. Macro Runner
Create, assign, and execute VBA macros at sheet or workbook level.
GoCalc's Macro Runner extends Excel's native VBA by letting you assign named macros to specific sheets or to the whole workbook, then execute them as part of the automated calculation run.
Workbook-Level Macros (Macro WB)
- Click Macro WB in the ribbon to open the workbook macro editor.
- Click Add Macro. Enter a name and select the macro's VBA module.
- Set the trigger: Before Calc, After Calc, or Manual.
- Click Save. The macro appears in the macro list.
- Click Run to execute it immediately, or it will run automatically on the next Calc WB cycle.
Example VBA — Auto-format Output Sheet
VBASub FormatOutputSheet()
Dim ws As Worksheet
Set ws = ThisWorkbook.Sheets("O_Results")
' Apply orange header style
With ws.Rows(1)
.Interior.Color = RGB(230, 81, 0)
.Font.Color = RGB(255, 255, 255)
.Font.Bold = True
End With
' Auto-fit all columns
ws.Columns.AutoFit
MsgBox "Output sheet formatted successfully.", vbInformation
End Sub
12. PDF Reports
Generate professional, formatted PDF calculation reports.
GoCalc can compile selected sheets into a single polished PDF with an automatic table of contents, page numbering, cover page, and section dividers — no manual formatting required.
Generating a Report
- Click PDF Report in the GoCalc ribbon.
- The Report Settings dialog opens. Choose which sheets to include.
- Set the output filename and destination folder.
- Configure header/footer text, page size (A4/Letter), and margins.
- Enable or disable the automatic Table of Contents generation.
- Click Generate PDF. The file opens automatically when done.
Report Settings Reference
| Setting | Options | Description |
|---|---|---|
| Page Size | A4, Letter, A3 | Output paper size for the PDF. |
| Orientation | Portrait, Landscape | Page orientation per sheet (can mix). |
| Table of Contents | On / Off | Auto-generate TOC from sheet names. |
| Cover Page | On / Off | Include a formatted cover page as first page. |
| Page Numbers | On / Off | Print page numbers in the footer. |
| Bookmarks | On / Off | Create PDF bookmarks from sheet names. |
13. Combine Files
Merge multiple workbooks or PDFs into a single document.
Use Combine to merge several Excel workbooks (by copying their sheets) or to concatenate multiple PDF files into one output document.
Combining Excel Workbooks
- Click Combine in the ribbon → select Combine Workbooks.
- Click Add Files and select the workbooks to merge.
- Drag to reorder the files in the merge list.
- Choose whether to include or exclude hidden sheets from each source file.
- Set the output filename and location.
- Click Combine. A new workbook is created with all sheets merged.
Combining PDF Files
- Click Combine → Combine PDFs.
- Add PDF files and set their order.
- Click Merge PDFs. The merged PDF opens when done.
14. Python IDE
Write and run Python scripts with direct Excel data integration.
The embedded Python IDE allows you to write Python scripts that can read from and write to Excel ranges directly, enabling advanced data processing, NumPy/SciPy calculations, and custom automation that goes beyond VBA.
Setting Up Python
Before using the Python IDE, set the Python executable path in Settings → Python → Executable Path. Point it to your Python installation (e.g., C:\Python312\python.exe or a virtual environment).
Required Libraries
bashpip install openpyxl pandas numpy xlwings
Reading Excel Data in Python
Pythonimport xlwings as xw
# Connect to the active Excel workbook
wb = xw.Book.caller()
ws = wb.sheets["I_Inputs"]
# Read a named range
load_value = ws.range("B5").value
area = ws.range("B6").value
# Perform calculation
stress = load_value / area
# Write result back to Excel
result_sheet = wb.sheets["O_Results"]
result_sheet.range("D5").value = stress
result_sheet.range("D5").color = (255, 243, 224) # orange-pale background
print(f"Calculated stress: {stress:.4f} kPa")
Running a Script
- Click Python in the GoCalc ribbon to open the IDE panel.
- Write or paste your script in the editor.
- Click Run ▶ (or press F5).
- Output and errors appear in the console pane below the editor.
- Results written via
xlwingsappear live in the active workbook.
15. AI Chat Panel
Get instant AI assistance without leaving Excel.
The AI Chat Panel embeds an AI assistant directly into the GoCalc interface. Ask it to explain formulas, generate Python or VBA code, debug errors, or answer engineering questions — all within Excel.
Opening the Chat
- Click AI Chat in the GoCalc ribbon.
- The chat panel opens on the right side of Excel.
- Type your question or request and press Enter.
- The AI responds inline. Code snippets include a Copy button.
Example Prompts
- "Write a VBA macro to auto-fit all columns in Sheet1."
- "Explain what this formula does:
=SUMPRODUCT((A2:A100>0)*B2:B100)" - "Generate a Python function that calculates the moment of inertia of an I-section."
- "What is the GoCalc naming convention for calculation sheets?"
16. Settings & Configuration
Access Settings via GoCalc ribbon → Settings. All preferences are stored in a JSON config file at %APPDATA%\GoCalc\settings.json.
| Category | Key Setting | Description |
|---|---|---|
| Paths | Working Directory | Default folder for new calculation files. |
| Paths | Library Folder | Root path for the shared template library. |
| Paths | Output Folder | Default destination for generated PDFs and exports. |
| Python | Executable Path | Full path to python.exe or a virtual environment. |
| AI | API Key | Authentication key for the cloud AI service. |
| AI | Model | AI model selection (e.g., GPT-4, Claude, Gemini). |
| Calc | Stop on Error | Halt the calc run if any step encounters an error. |
| Calc | Save After Run | Auto-save after a successful Calc WB run. |
| Report | Default Page Size | A4 or Letter — applied to all new PDF reports. |
| UI | Panel Position | Dock add-in panels to Left, Right, or Floating. |
17. License Registration
GoCalc requires a valid license to operate. Contact us to obtain your license key.
18. Troubleshooting
| Problem | Likely Cause | Solution |
|---|---|---|
| GoCalc ribbon tab missing | Add-in not registered | Manually load GoCalc.xlam via Excel Add-ins dialog. |
| Calc WB halts with "Error in Step X" | Formula error or missing named range | Run Calc WS on the failing sheet. Check named ranges and formula references. |
| PDF not generated | iText / print driver issue | Ensure the itext library folder is present. Try re-installing GoCalc. |
| Python script fails silently | Wrong Python path or missing package | Verify executable path in Settings. Run pip install xlwings openpyxl. |
| AI Chat not responding | No internet / invalid API key | Check network connection. Re-enter the API key in Settings → AI. |
| WebView2 error on startup | WebView2 runtime not installed | Download and install the Evergreen WebView2 Runtime from Microsoft. |
| Macros disabled warning | Excel Trust Center blocking macros | Enable macros in Excel Trust Center settings. |
%APPDATA%\GoCalc\logs\. Attach this file when contacting support.
19. Glossary
| Term | Definition |
|---|---|
| CalcWB | Calc Workbook — full workbook calculation run that processes all steps in the control sheet order. |
| CalcWS | Calc Worksheet — single-sheet calculation run for iterative development. |
| Control Sheet (_KL) | The special sheet that stores the run order, step list, global variables, and workbook metadata. |
| Global Variable | A named value defined in the control sheet accessible from any calculation sheet. |
| Local Variable | A named value defined within a specific sheet, scoped to that sheet only. |
| Run Step | A single named operation in the run order, typically corresponding to one calculation sheet or macro. |
| Template | A pre-built workbook with defined input/output sheets, ready to be applied to a new project. |
| Library | The shared repository of templates accessible to all users on a network or local path. |
| iText | The open-source PDF library used internally by GoCalc to generate and merge PDF files. |
| xlwings | A Python library that provides a bridge between Python scripts and Excel workbooks. |
| WebView2 | Microsoft's Chromium-based web rendering engine, used by the AI Chat and Start Page panels. |