Excel-to-Word Document Automation Add-in Sample Workbook
  • Excel-to-Word Document Automation Add-in Sample Workbook
  • Excel-to-Word Document Automation Add-in Sample Workbook
  • Excel-to-Word Document Automation Add-in Sample Workbook
  • Excel-to-Word Document Automation Add-in Sample Workbook
  • Excel-to-Word Document Automation Add-in Sample Workbook
  • Excel-to-Word Document Automation Add-in Sample Workbook
  • Excel-to-Word Document Automation Add-in Sample Workbook
  • Excel-to-Word Document Automation Add-in Sample Workbook
Originally published: 25/09/2017 09:13
Last version published: 03/10/2019 06:25
Publication number: ELQ-68652-4
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Excel-to-Word Document Automation Add-in Sample Workbook

Update/create Word and PowerPoint content (text, tables, and charts) based on Excel data and calculations

Description
The downloadable templates demonstrate how our Excel-to-Word Document Automation Add-in automates updating of Excel-based content into Word and PowerPoint documents. Updatable content includes text, tables, charts, and lists. It also makes it easy to link/map the “dynamic” content to be updated. Update any new or existing Word or PowerPoint document with content from any new or existing Excel workbook.

The add-in can significantly improve productivity for scenarios requiring updating of recurring reports and documents that need to be customized/personalized multiple times. It is often used for information-intensive applications where Excel is used to capture, consolidate, calculate, analyze, or summarize data. The add-in is successfully used by many individuals and small to very large organizations.

The Enterprise features enable you to create, deploy, manage, and monitor Excel-based tools that are used by multiple users.
Our Cloud Reports create Word and PowerPoint reports from template drop downs directly from Excel. Other features include;
Version Control, Workbook Management, Data Protection, Usage Reports, Restore Defaults and much more

This add-in can be used in a wide variety of document automation scenarios. Here are a few:

Customer business cases (from an Excel-based ROI/TCO Tool)
Personalized sales and marketing collateral, including proposals and quotes
Custom product documentation (from Excel sizing/capacity/configurator)
Recurring financial and business reports (from Excel analysis)
Custom datasheets (from engineering/scientific calculations in Excel

The free-forever "Basic" version does not require registration or login and is a great option to evaluate the add-in and for users with basic content automation needs. Fee-based versions are also available to enable premium and enterprise features.

This add-in requires Microsoft Office (primarily Office 365 subscription version) or Microsoft Online via OneDrive. It must be added to Excel and either Word or PowerPoint.

This Best Practice includes
3 templates to download plus instructions will walk you through how our add-in works.

Andrew Hall offers you this Best Practice for free!

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Further information

Update/create Word and/or PowerPoint content (text, tables, and charts) based on Excel data and calculations.
Automate your customer proposals, recurring business/financial reports, custom engineering datasheets, and more! Quick/secure install via the Microsoft Office Store.
Office for Windows, Office for Mac and Windows Online

*Customer business cases (from an Excel-based ROI/TCO Tool)
*Personalized product documentation (from an Excel sizing/capacity configurator)
*Recurring financial reports (from Excel analysis)
*Custom datasheets (from engineering/scientific calculations in Excel)
*Recurring business reports
*Sales analysis and reporting
*Business dashboards

The free "Basic" version does not require registration or login and is a great option to evaluate the add-in and for users with basic content automation needs. Fee-based versions are also available to enable premium and enterprise features and require an AnalysisPlace.com account.

Add-In Requirements / Compatibility

This add-in requires Microsoft Office (primarily Office 365 subscription version). It must be added to Excel and either Word or PowerPoint.

*Office 365 for Windows (subscription version): requires version 1705 (Build 8121.1000) or later.
*Office for Mac: requires version 15.34 or later.
*Office 2019: all Windows and Mac versions are compatible.
*Office Online, via OneDrive: compatible, but with some limitations.

See above for required Excel, Word and PowerPoint versions. Most Office 2016 installed versions are not compatible.

This information is provided to you as a tool 'as is" with the understanding that there are no representations or warranties of any kind either express or implied.

In no event shall HCR dba AnalysisPlace or suppliers be liable for any damages. including those arising as a result of HCR or supplier negligence. whether those damages are direct, consequential, incidental or special, lowing from your use of or inability to use the tool, or information provided herewith, or results of the tool's use, even if HCR or suppliers has been advised of the possibility of such damages.

Use of our add-in through these Sample Workbooks is free, additional purchase may be required for more in-depth usage.

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