Excel-to-Word Document Automation

The 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 add-in includes sample document content to get you started fast.

COMMON USAGE SCENARIOS

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)

HOW IT WORKS

Link Content Once: name source items (ranges and charts) in Excel; tag destination content in Word and/or PowerPoint

Update Many Times: "Submit" content from Excel; then "Update" content in Word or PowerPoint

KEY BENEFITS

• The "links" are very durable and portable. Unlike the native Office linking, you can: rename files, copy/paste and reorganize content, share the linked files, etc.

• The same add-in works in all 3 apps (Excel, Word, and PowerPoint).

• The same Excel document can update multiple destination Word and/or PowerPoint report templates.

• Great for individuals (personal productivity) and large organizations (deploy and manage Excel-based tools to multiple users).

VERSIONS

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.

Team and Enterprise versions contain advanced features for organizations that want to deploy and manage Excel-based tools to multiple users. Features include:

• Version Control

• Workbook and Data Protection

• Usage Monitoring and Analytics

• Advanced Cloud-Based Report Creation from Word and PowerPoint Templates

• Restore Defaults

REQUIREMENTS

This add-in requires Office 2016 or newer (the Office 365 subscription version). It must be added to Excel and either Word or PowerPoint.