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Excel-to-Word Document Automation

AnalysisPlace

3.7 (22)

Update Word & PowerPoint content (text, tables, lists, & charts) based on Excel data & calculations

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.

Mogelijkheden van invoegtoepassing
Wanneer deze invoegtoepassing wordt gebruikt, kan deze
  • Lezen en wijzigingen aan uw document aanbrengen
  • Gegevens via internet verzenden
  • https://az158878.vo.msecnd.net/marketing/Partner_21474844874/Product_42949680955/Asset_f4e84e9a-acd8-4e5d-83e4-ca81386d124c/Slide1.JPG
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    /images/videoOverlay.png
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