PinkSuccess Column Tools

An Excel task pane add-in that shapes Mary Kay InTouch reports into newsletter-ready column sets — one click per report.

Download manifest.xml View manifest

What it does

The add-in reads the active worksheet, detects the header row (handling the multi-row group/header layouts that several InTouch reports ship with), keeps the columns you need, and discards the rest. Eight presets are wired to specific reports:

ButtonSource reportColumns kept
OT StarStar Consultant TrackingName, Wholesale $ + Team Building, Sapphire, Ruby, Diamond, Emerald, Pearl
Ct SalesSeminar YTD Court of SalesRank, Conslt Name, YTD Total
Ct SharingSeminar YTD Court of SharingName, Sem Qual Team Member, Sem Recruiter Comm Earned
B-DayBirthdays, Anniversaries and AddressesName, Birth Date
AnnivBirthdays, Anniversaries and AddressesName, Number Of Years
WHSLUnit Wholesale ScoreboardName, Unit Wholesale
ChecksTeam CommissionsName, %, Team Commission
New ConsNew Unit MembersNew Consultant, From, Recruiter

A Custom section lets you type a comma-separated list of headers and either keep or remove them. Header matching is case-insensitive and tolerates trailing asterisks and stray whitespace.

Before you start

Install — pick your platform

Excel on Windows
  1. Click the Download manifest.xml button at the top and save it somewhere you can find it (Desktop or Downloads is fine).
  2. In Excel, go to the Insert tab.
  3. Click the dropdown arrow next to My Add-ins and choose Manage My Add-ins. (If you don't see that option, click Get Add-ins, then in the dialog that opens, click My Add-ins at the top.)
  4. Click Upload My Add-in in the upper-right of the dialog.
  5. Click Browse, pick the manifest.xml you downloaded, and click Upload.
  6. Excel adds a Show Tools button on the Home tab. Click it whenever you want to open the task pane.
Excel on Mac
Easier alternative: Excel for Mac desktop has no “Upload My Add-in” button — the install below is fiddly because it requires opening a hidden Library folder. If your work doesn’t need any Mac-only Excel features, the Excel for the web path is much simpler. Open the workbook at office.com and follow the web instructions instead.

If you do want the Mac desktop version:

  1. Quit Excel completely (Cmd+Q).
  2. Click Download manifest.xml.
  3. Open Finder. Press Cmd+Shift+G to bring up the Go to Folder dialog.
  4. Paste this exact path and press Enter: 
    ~/Library/Containers/com.microsoft.Excel/Data/Documents/wef
    If Finder says the folder doesn’t exist, paste the parent path ~/Library/Containers/com.microsoft.Excel/Data/Documents/, create a new folder named exactly wef (lowercase, no quotes), then try the full path again.
  5. Drag the downloaded manifest.xml into the wef folder.
  6. Reopen Excel and open or create any workbook.
  7. Click Insert → My Add-ins. Your add-in appears under a Developer Add-ins section in that dialog — click it.
  8. The Show Tools button appears on the Home tab. Click it whenever you want to open the task pane.

You only need to do this once per Mac. After the first load, Excel remembers the add-in.

Excel on the web (recommended for Mac users)

This works on any computer — Mac, Windows, Chromebook — and is the simplest path for Mac users since Excel for Mac desktop lacks the upload button.

  1. Open the workbook in Excel for the web (office.com) by uploading it to OneDrive and double-clicking it, or by opening it directly from a SharePoint/Teams location.
  2. Click Home → Add-ins (or Insert → Add-ins → More Add-ins, depending on your version).
  3. In the Office Add-ins dialog, click More Settings and then Upload My Add-in (top-right of the dialog).
  4. Click Browse, pick the downloaded manifest.xml, and click Upload.
  5. The Show Tools button appears on the Home tab.
Note: Some organizations disable manifest sideloading on Excel for the web. If you don’t see Upload My Add-in, ask IT to push the add-in via the Microsoft 365 admin center (instructions further down).
Excel on iPad

Sideloading from a manifest URL isn't supported on iPad. The add-in needs to be deployed to your tenant by an admin via the Microsoft 365 admin center. Once deployed, it appears under Insert → Add-ins.

Install for a whole organization (admin)

If you're rolling this out to a team or unit, central deployment is faster than asking everyone to sideload:

  1. Sign in to the Microsoft 365 admin center.
  2. Navigate to Settings → Integrated apps.
  3. Click Upload custom apps.
  4. Choose Office Add-in and provide the manifest URL: https://excel-docs.pinksuccess.net/manifest.xml.
  5. Assign it to the users or groups who should have it.
  6. Allow up to 12 hours for the add-in to appear under Insert → Add-ins in everyone's Excel.

How to use it

  1. Run the InTouch report you need (e.g., Star Consultant Tracking) and download the Excel export.
  2. Open it in Excel.
  3. Click Show Tools on the Home tab to open the task pane.
  4. Click the matching preset button (OT Star for the Star Consultant Tracking report, Anniv for the anniversaries variant of the Birthdays report, etc.).
  5. The sheet is rewritten to keep only the columns you need, in the right order. Save the file or copy/paste into your newsletter.

Troubleshooting

"This add-in can't be uploaded" or a generic error after picking the manifest

Make sure you downloaded the manifest from the button above (right-clicking and saving the page can grab the wrong content). The file should start with <?xml version="1.0". Try downloading it again.

Excel says the add-in isn't from a trusted source

This is a one-time prompt the first time you load the add-in. Click Trust this Add-in. Excel records that decision; it won't ask again.

The Show Tools button doesn't appear on the Home tab

Close and reopen Excel. If it still doesn't show, open Insert → My Add-ins, find the entry, click the three-dot menu, and choose Pin to ribbon (or remove and re-upload).

I clicked a preset and a column came up blank

That preset's expected header wasn't in the source sheet. Either the InTouch column name changed, or the wrong report is open. Open the source workbook and confirm the headers match the table at the top of this page (matching is case-insensitive and tolerates a trailing asterisk).

I want to keep different columns than a preset gives me

Use the Custom section in the task pane. Type a comma-separated list of headers (e.g., Name, Email, Phone) and click Keep & Reorder to keep just those columns in that order, Keep (preserve order) to keep them in their original positions, or Remove to drop them.

Hosted at excel-docs.pinksuccess.net. Built and deployed automatically on every push to main. Manifest URL: https://excel-docs.pinksuccess.net/manifest.xml.