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Excel-to-Word Document Automation

AnalysisPlace

4.0 (31)

Update Word and PowerPoint documents from Excel data, calculations, text, tables, and charts.

Improve productivity: automate updates of Excel content into Word and PowerPoint documents. Updatable content includes text, tables, charts, lists, and images.

This powerful add-in makes it easy to manage the “dynamic” content using robust, portable links.

Merge content from any new or existing Excel workbook into any new or existing Word or PowerPoint document.

KEY BENEFITS

  • Improve productivity - eliminate repeated copy/paste from Excel
  • Avoid clerical errors - ensure your documents are always updated accurately
  • Rely on robust links that won’t break when you share your documents or change your file names. Unlike the native Office linking, you can: rename files, copy/paste and reorganize content, email/share the linked files, etc.
  • Reduce costs - avoid expensive/complex document automation apps; leverage the familiarity and power of Office

See why more businesses are moving to AnalysisPlace: Try the free-forever "Basic" version -- no registration required. The add-in includes sample document content to get you started fast.

COMMON USE CASES

The add-in is successfully used by thousands of individual professionals and small to large organizations.

Leverage Excel to: capture, import, consolidate, lookup, calculate, analyze, summarize, and visualize data. Then update a variety of documents, including:

  • Personalized sales and marketing collateral, including beautiful-looking proposals, quotes, business cases, pitches, and presentations
  • Data-rich business reports and presentations
  • Financial documents (with hundreds of tables and charts)
  • Assessment and evaluation results reports
  • Scientific, technical and engineering reports
  • Information-intensive contracts and legal documents
  • Complex forms automation and mail merge
  • Custom datasheets, dashboards, and infographics

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 FEATURES

  • 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 individual professionals (personal productivity) and large organizations (deploy and manage Excel-based tools with template-based document generation).
  • Many advanced features, such as conditional content (like document assembly) and html formatting
  • Supports small to very large documents (hundreds of pages/slides)

VERSIONS

The free-forever "Basic" version does not require registration 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 extensive usage and business features.

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

  • Template-based Document Generation (single click document creation, from within Excel)
  • Version Control
  • Workbook and Data Protection
  • Usage Monitoring and Analytics
  • Restore Default Values and Formulas

AnalysisPlace also provides innovative and powerful REST-based document generation and calculation APIs. The add-in makes it easy to manage templates and to configure and test the APIs.

REQUIREMENTS

This add-in requires Office 2016 (the Office 365 subscription version) or Office 2019.

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