Excel-to-Word Document Automation

AnalysisPlace에 의해

Microsoft 365 Certified
(83 등급)

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.


  • 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.


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


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


  • 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)


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.


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

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