AnalysisPlace

Excel-to-Word Document Automation Add-In

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

Sample Content and How-To Guide

This document demonstrates key capabilities of the add-in. Use it with AnalysisPlace_Sample_Content_and_How-
To_Guide.xlsx

To use this document:

In Excel:
 Add the add-in (Excel Ribbon Menu: Insert > Get Add-ins), then activate it (right side of Home ribbon)
 “Insert Sample Content” on the Start tab of the add-in
 Make changes to any of the tan input cells in the workbook. Start with the QuickStart worksheet
 “Submit Content” in the Excel add-in
Here In Word:
 If the add-in is not visible, add/activate it
 “Update Document”, in the add-in in this document. You should be able to see the changes starting on the next
page based on your Excel modifications

This document has “Auto-Open” enabled, meaning the add-in should automatically open with the document. Normally
Auto-Open can only be enabled with Excel workbooks.

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QuickStart Sample Content
See Excel Worksheet: QuickStart
The “dynamic” content in this section will be updated based on the data submitted from Excel when you click “Update Document” in
the Update tab.

Example Text
The text below is updated based on the Excel “r_TextSummary” range under the “Summary” heading:

MyCustomer can realize $125,594 in benefits with an investment of only $25,324 -- that is an ROI of 396%.

Text links can also appear mixed in with other text: MyCustomeris the customer name (it’s source is “r_CustomerName”).

Example Tables
Destination Table
The table below is updated based on the “r_ROISumTable” range in Excel. It is a Destination-formatted table, so only the text/values
will be updated – the format is set here in Word and won’t be modified by the update.
One Time Annual Total
Costs $9,550 $3,155 $25,324
Benefits $0 $25,119 $125,594
Net Benefits $100,270

Flex Table
The Flex Table below is based on the “r_ROISumTableFlex” range. It is Excel-formatted, so any changes in Excel (format or values)
will be shown below after the update.
Income Statement ($Millions)
2022 2021 Change
Gross Sales $10,000 $9,500 5.3%
Returns $513 $487 5.3%
Net Sales $9,487 $9,013 5.3%
Cost of Goods Sold $2,436 $2,314 5.3%
Operating Expenses $3,942 $3,745 5.3%
Operating Profit $3,109 $2,954 5.3%
Interest and Other
Income $385 $365 5.3%
Tax Expense $513 $487 5.3%
Net Profit $2,981 $2,832 5.3%

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Example Charts
This chart is updated based on the Excel table named “r_LineChart”:

Line Chart
250

200

150

100

50

0
2020 2021 2022 2023

Region A Region B Region C

This chart (a png image) is updated based on the Excel chart named “r_CostsVsBenefitsChart”:

Example Shape
This image is based on the shape named “r_ScrollShape”

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Table of Contents
Section Worksheets Description
(Data Source)

Excel-sourced text can be incorporated into documents in a variety of ways. This

section shows how to:
Text, Lists, and
Text & Lists  Add text to various document content types (titles, paragraphs, shapes, etc.)
Paragraphs
 Incorporate/update data within text
 Dynamically create lists and paragraphs (based on Excel formulas)
The add-in was designed to support a variety of table updating scenarios. This section
describes/demos key table features:
 Source Excel data can be based on named ranges or tables (data tables)
Tables Tables  Table formatting set in Word/PowerPoint will not be modified after the update
 Supports tables with merged cells
 Tables automatically resize to match source (Excel) table size
 Tables can be configured to hide rows if hidden in Excel
Transfers the image of the named range, just as it appears in Excel. The range can
Image of Ranges Range Image include SparkLines, product images, Maps, SmartArt, people photos, and Conditional
Formatting in cells.
Updates charts based on data in an Excel range or table. Can update many large charts
Charts Charts
rapidly.
Essentially any chart type is supported and charts can contain a variety of added
Chart Images Chart Images
content (text, images, etc.)
PivotTables Pivot Excel PivotTables can update PowerPoint tables or can be transferred as an image
Transfer any type of shape: text boxes, lines, geometric shapes, SmartArt, WordArt,
Shapes/Images Shapes
pictures/photos, icons, maps, and equations. Shapes can contain dynamic content.
Enables inserting HTML content into Word. Format text (bold, colors), add hyperlinks,
HTML HTML
insert images from URLs, etc. HTML can be created dynamically.
Dynamic content can be incorporated in a variety of ways (not just in-line), enabling
great-looking documents/presentations.
Layout Options Misc
Content can also be updated in headers and footers (Word) and in PowerPoint master
slides
Describes how the add-in can include/exclude document sections, similar to
Conditional Sections Conditional
"Document Assembly". Conditional Content automatically removes un-needed Word
(Document Assembly) Content
sections or PowerPoint slides.
Auto-Hide Automatically hides/unhides rows/columns based on cell value/formula when you click
Auto-Hide
Rows/Columns the "Auto-Hide Rows/Columns" button.
Shows how to quickly update multiple documents (one at a time) based on a table or
Mail Merge Mail Merge database of information. Typically each row/record would contain data to update each
document.
Shows how to change currency symbols and exchange rates in your Excel and
Localization – Currency Currency
destination documents
Localization - Language Language Shows how to switch languages.
Users commonly import data from external sources into Excel, so it can then be
Import Data (getting analyzed and updated in Word and PowerPoint documents. Common data sources
Misc
data into Excel) include: web site data; databases; Azure; CRM/ERP systems, such as Salesforce; other
Excel workbooks, web services, XML/JSON data, etc.

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Introduction
This document along with the “AnalysisPlace Advanced Features.xlsx” workbook (and if desired, “AnalysisPlace Advanced
Features.pptx”) shows how the add-in can enable a variety of advanced data-focused document automation scenarios.
To use this document:
1. Activate the add-in in the “AnalysisPlace Advanced Features.xlsx” workbook and in this document.
2. Make changes to any of the tan input cells in the workbook in one or more of the desired worksheets
3. “Submit Content” in the workbook add-in
4. “Update Document” in the add-in in this document. You should be able to see the changes, based on your Excel
modifications
Most of the features also work with Cloud Updates (requires an Enterprise license). Some features (Conditional Sections) only work
with Cloud Updates.
You are welcome to modify and use the content in these documents for your own use.
If you are not already familiar with the basic features of the add-in, first see: See https://analysisplace.com/Document-
Automation/Get-Started

Text, Bullet Lists, and Paragraphs

See Excel Worksheet: Text
Excel-sourced text can be incorporated into documents in a variety of ways.
Single-cell named ranges update text items (e.g. titles, paragraphs, parts of text, lists) in Word/PowerPoint.
All linked content in Word is included in Content Controls. You can hide the Content Controls (e.g. prior to sending to customers) by
selecting “Hide” at the bottom of the “Link” tab in the add-in.

Add Text to Various Document Content Types

Linked text can include or can be within: paragraphs, titles, text boxes, most shapes, WordArt, headers/footers, or a table cell. You
can style the text as desired (colors, bold, font, etc.) and the style will remain after the update.
This example shows the linked text within a shape:

Customer XYZ

Combining Text and Data

Data can easily be combined with text using the text() formula in Excel:
Customer XYZ will save $900,000.

Lists and Paragraphs

The add-in can create lists that change based on formulas in Excel. List are based formulas in a single cell.
 Lists from Excel (a single link/control) can be styled as bullets or numbered lists.
 Alt-enter is typically used for manually created lists.
 Char(10) is used if you want to list to change dynamically (part of a formula).
 In cloud-created reports (PowerPoint or template-based Word reports), you can add multiple levels (indents) to your bullet
lists by adding a greater-than symbol ">" to the start of the line in Excel. Add 2 ">>" for level 2 or ">>>" for level 3 indents.
These can be added dynamically to formulas.
This example shows a dynamically created (based on an Excel formula) bullet list:
A. Project Summary
 Customer XYZ will save $900,000.
 Payment must be received by November 19, 2023.
 Customer will be happy.
In this example, the items are an automatically numbered list:
B. Project Scope
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 1) Basic Features
2) Management Module
3) Implementation Services
4) Maintenance
5) Support Services
This example shows dynamically created (Excel-sourced) paragraphs:
C. Legal Details
Lorem ipsum dolor sit amet, ei cum apeirian voluptaria. Lorem debitis liberavisse ex cum, fugit consulatu consequuntur eam eu. Te
sea oratio utinam qualisque, inani numquam eruditi quo ei. Choro fierent cu eos, ex omnis eruditi nec. Graece consetetur
consectetuer qui an.
Ut ludus omittam mea, eu has harum cotidieque, te per libris minimum rationibus. Dolore vituperata honestatis vim ei, erat decore
blandit ea usu. Vero invenire eos ne, duo ea oporteat scribentur, essent volutpat eum ei. Ex eos ceteros invenire, timeam omnesque
constituam ut mea. Cum integre epicurei comprehensam et, an cum iudico nominati interesset. Cu nam sanctus laoreet, ad ignota
tibique tacimates eum.
Quas nonumes fuisset te pro, mei ad dolores vivendum, vim ei tantas dolorem. Id mentitum qualisque sit. Id mel quot delectus.
Tibique perpetua vix te, vim assum senserit cu. At his quis sumo simul, apeirian forensibus eam ut. At sale repudiandae mel, vis cu
ullum placerat iracundia. In vis quis labores apeirian, liber tempor qui cu, sea ut graeci instructior consectetuer.
Ex ius posse vivendo. Ea per quod scripta. Lucilius lobortis ei quo, ei zril maiestatis percipitur vel. Iudico suscipit sit te, patrioque
deseruisse mnesarchum pri no, sea cu movet labitur accusam. Est homero apeirian concludaturque et.

Tables
See Excel Worksheet: Tables

Overview
The add-in was designed to update Word/PowerPoint tables for a variety of scenarios, including updating of large/complex tables,
such as financial reports.
The add-in allows you to update Word and PowerPoint tables in 3 ways: 1. Destination-formatted tables, 2. Excel-formatted (Flex)
tables, and 3. Via an image of the source range/table.
See the “Tables” tab in the workbook for a detailed comparison

See Excel Worksheet: Tables

This table will update based on changes made to the range name: r_TableComparison
Column 1 Column 2

Row 1 11/19/2023 14:51 Red

Row 2 $2.00 Verdana Pro Font

Destination-Formatted Tables
Formatting is applied in the destination (Word or PowerPoint) -- the update does not modify the table format, only the text/values
See Excel Worksheet: Dest

Named Ranges Vs. Data Tables

Source Excel data can be based on named ranges or tables (data tables). They both can update Word/PowerPoint tables the same
way. The first and third tables below are based on named ranges; the second is based on an Excel table.

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Create and Format Tables
In Word, you can link tables in 3 ways (first Add-in > Link > “Get Excel Source Data” > Select your table source from the drop-downs):
1. Insert a new table: (Ribbon > Insert > Tables > Table); format the table (Ribbon > Table Tools > Design); select the entire
table by clicking the icon above/left of the table; then link the table (Add-in > Link > “Insert Content / Update Link”).
2. Link an existing table: select the entire table, then “Insert Content / Update Link“ button. The table should have the same
number of rows/columns as the source Excel table/range.
3. Insert and Link: put the cursor where you’d like the table, then simply click the “Insert Content / Update Link“ button.
You can style tables (Table Styles, borders, font, colors, etc.) and the style will remain after the update (only the text will update).

Automatic Table Resizing (Insert/Delete Rows/Columns)

The add-in will try to resize Word/PowerPoint tables to match the size of the source Excel table/range. For example, if the Excel
table has 7 rows and the Word table has 4, the add-in will insert 3 rows. The next-to-the-last row/column will be used for the format
template for the inserted rows/columns.
There are some limitations, for example, the Word add-in cannot insert/delete columns if there are merged cells in the table.

Table Merged Cells

The add-in supports most Word/PowerPoint table merged cell scenarios. The table below contains 2 merged cell areas in the 1 st row.
Initial One-Time Annual On-Going
Description Units Qty Cost Each Total Qty Cost Each Total 3-Year Total
Product A User Licenses Licenses 95 $200 $19,000 95 $50 $4,750 $33,250
Product A Server Licenses Server CPUs 4 $4,000 $16,000 4 $1,000 $4,000 $28,000
Implementation Services Person-days 6 $1,600 $9,600 0 $1,600 $0 $9,600
Training Services Days 10 $2,000 $20,000 3 $2,000 $6,000 $38,000
Support Services Incidents 0 $0 10 $1,000 $10,000 $30,000
Total $64,600 $24,750 $138,850
If the add-in does not place content in the desired Word cell, try adding a space to the empty Excel cell to the left of the data that
ends up misplaced.

Hide Table Rows

To include visible rows/columns only: in Excel, add the suffix "_visible" (or "_vis") before the range or table name. Hidden, filtered,
or grouped rows will not appear in your Word/PowerPoint table. Can be combined with _body.
The table below demonstrates this – it only includes visible rows in the source Excel table. The table is resized to match the Excel
table visible row and column counts.
Merchant Date Category Amount
The Phone Company 11/19/2023 Communications $120.00
Best For You Organics 11/17/2023 Groceries $27.00
Company
Coho Vineyard 11/16/2023 Restaurant $33.00
Trey Research 11/14/2023 Other $135.00
Best For You Organics 11/13/2023 Groceries $97.00
Company

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Table Updating Speed and Limits
Destination table Word updating performance can become slow when the document contains dozens of large tables. Update
performance is significantly faster if the user's cursor is at the top of the document and no/few large tables are visible. Slow update
speeds are related to native Word display updating, not the add-in. Cloud reporting (Enterprise version) is fast, even for very
large/complex documents.
For more details, see https://analysisplace.com/Resources/Technical-Limits

Simple Financial Statement Example

This example demonstrates that the destination content appearance can be very different from the source Excel format.
11/19/2023 % of Revenue

Total Revenue $800,000,000 100%

Cost of Revenue $440,000,000 55%
Gross Profit $360,000,000 45%
Operating Expenses
Research and Development $104,000,000 13%
Sales, General and Admin. $160,000,000 20%
Non-Recurring Items $16,000,000 2%
Other Operating Items $8,000,000 1%
Operating Income $72,000,000 9%
Add'l income/expense items $8,000,000 1%
Earnings Before Interest and Tax $80,000,000 10%
Interest Expense $8,800,000 1%
Earnings Before Tax $71,200,000 9%
Income Tax $21,360,000 3%
Net Income $49,840,000 6%

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Flex Tables (Excel-Formatted)
Flex Tables (including format) are created in Excel and replace the Word table during the update.
See Excel Worksheet: Flex

Income Statement Example

Flex tables can update many large tables in a document
Income Statement
2022 2021
US$000
current year prior year
Revenue
Gross sales $10,000 $9,500
Less: sales returns $385 $365
Less: Discounts and Allowances $128 $122
Net Sales $9,487 $9,013

Cost of Goods Sold

Goods manufactured: Raw materials $1,026 $974
Goods manufactured: Direct Labor $1,154 $1,096
Overhead $256 $244
Total Cost of Goods Sold $2,436 $2,314
Gross Profit (Loss) $7,051 $6,699

Operating Expenses
Advertising $1,282 $1,218
Delivery/Freight Expense $64 $61
Depreciation $13 $12
Insurance $6 $6
Interest $641 $609
Mileage $128 $122
Office Supplies $128 $122
Rent/Lease $64 $61
Maintenance and Repairs $192 $183
Travel $128 $122
Utilities/Telephone Expenses $1,026 $974
Wages $256 $244
Other Expenses $13 $12
Total Operating Expenses $3,942 $3,745
Operating Profit (Loss) $3,109 $2,954
Interest Income $256 $244
Other Income $128 $122
Profit (Loss) Before Taxes $3,494 $3,319
Less: Tax Expense $513 $487
Net Profit (Loss) $2,981 $2,832

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Titles in Columns Example
Section 1
Section 1a
Content data
Content data
Section 2
Section 2a
Content data
Content data

HTML in Cells
Most HTML/CSS can be included in Flex table cells.
Formatted text (could be dynamic) Text with Bold, Underlined, Red

Images (could select different images based on scenario/logic)

Ordered List:

1. Coffee
2. Tea
3. Milk

Conditional Formatting, HyperLinks, lists, and many other possibilities UnOrdered List:

 Coffee
 Tea
 Milk

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Image of Ranges
See Excel Worksheet: Image
This feature transfers the image (PNG) of the named range, just as it looks in Excel.
Name the cell or range of cells (starting with the prefix and ending with "_img"). Include any content in the range (conditional
formatting, sparklines, images, shapes, text boxes, smart art, dynamic items, etc.) The image (PNG) of all content in the range will be
transferred to your Word/Ppt document just the way it appears in Excel.
Some users choose to transfer images of tables instead of updating text within each cell. This may be easier than formatting tables in
Word/PowerPoint, however, it will significantly increase transfer size and will make the Word/PowerPoint file much larger.
Note: Currently, this is only compatible with Office for Windows. It is not yet compatible with Macs. In Office Online, it only transfers
content within the range (including conditional formatting), but not items added on top of the range (such as images). The same
image content can be transferred to Word/PPT by putting the content on charts, then submit the chart image (this works on Macs).

Image based on range containing a variety of formula-based elements

This example shows sparklines, conditional formatting, and a chart in a range. The source of the image below is a named range in
Excel.

Mac and Border Issue Fix

Original png image (missing border and other issues on Mac):

Fix applied (paste as linked picture)

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Charts
See Excel Worksheet: Charts
The chart examples below have been linked to the table “r_CommonCharts”

Column Chart Combo - Clustered Column - Line

80 80
70 70
60 60
50 50
40 40
30 30
20
20
10
10
0
0 Category 1 Category 2 Category 3 Category 4
Category 1 Category 2 Category 3 Category 4

Series A Series B Series C Series A Series B Series C

Area Chart Combo - Stacked Area – Clustered

160
Column
140 80
120 70
100 60
80
50
40
60
30
40 20
20 10
0 0
Category 1 Category 2 Category 3 Category 4 Category 1 Category 2 Category 3 Category 4

Series A Series B Series C Series A Series B Series C

The chart example below with date based items has been linked to the table “r_DateCharts”

Line Chart
90
80
70
60
50
40
30
20
10
0
11/16/2023 11/17/2023 11/18/2023 11/19/2023

Series A Series B Series C

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The Pie Chart examples below have been linked to the table “r_PieCharts”

Pie Slice Size

17.2 Category 1 17.2

Category 2
50.0 50.0
24.5 Category 3 24.5
Category 4

35.0 35.0

Category 1 Category 2 Category 3 Category 4

The Scatter Chart examples below have been linked to the tables “r_Scatter” and “r_Scatter2Series”

Scatter Scatter - 2 Series

100.0 160
90.0 140
80.0 120
70.0 100
60.0
50.0 80
40.0 60
30.0 40
20.0 20
10.0 0
0.0 30.0 35.0 40.0 45.0 50.0 55.0
0 0 0 0 0 0 0 0 0 0 0
5. 10. 15. 20. 25. 30. 35. 40. 45. 50. 55.

The Stock Chart example below has been linked to the table “r_StockChart”
The Sunburst Chart below has been linked to the table “r_Sunburst”

Stock Chart
60 6

50 5

40 4

30 3

20 2

10 1

0 0
11/19/2023 11/20/2023 11/21/2023 11/22/2023 11/23/2023

Volume Close

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The TreeMap Chart below has been linked to the table “r_TreeMap”

Image updated based on user selection or cell formula

The example below displays a flag image based on a country that is selected based on a drop-down list in Excel. It shows an image
which appears in a single cell in Excel. This technique is commonly used to display product images based on selected/configured
solution or people photos.
Country Selected: Andorra

Depending on your needs, there are also many ways to use VBA macros (and other add-ins) to modify the image displayed in the cell
(which can be updated in Word/PowerPoint). Images could also be based on a URL from a remote web site.

Chart / Graph Images

See Excel Worksheet: Chart Img
When charts are submitted, the chart image (PNG) will be transferred to your Word/PowerPoint document. So format them in Excel
the way you want them to look in your document.
You can use essentially any type of chart/graph.

Image Size, Quality, and Resolution

You can change the image size and resolution. Higher
resolution charts appear sharper in Word/PPT, but also
increase transfer size and Word/PowerPoint file size.
To Resize Chart Images: append your chart name with '_h'
then the desired height in pixels or '_w' and the desired
width in pixels. For example, 'r_Chart_w250' creates the
image so it is 250 pixels wide (8.8 cm / 3.5 inches). The non-
specified dimension scales so the aspect ratio remains the

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 same.
In Word, you can constrain the image size by placing the
image within a container, such as a text box or a table with
the cell Auto-Fit set to "Fixed Column Width". If you don’t
constrain it, by default, its size in Word/PowerPoint will be
the same as its size in Excel. The image above is within a
text box to control the image size.

Charts with Added Content

You can include other content to your charts, such as dynamic text, images, shapes, etc.
This feature can enable very powerful/flexible content automation capabilities.
The chart below contains formula-based text and an image which will update based on the growth rate:

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PivotTables
See Excel Worksheet: Pivot
Use Excel PivotTables for the source of tables (including images of tables)

Flex Table (Excel Formatted)

Category 2015 2016 2017 Grand Total
Accessories $67,800 $67,800
Bikes $6,300 $6,300
Clothing $23,700 $2,300 $40,000 $66,000
Components $2,300 $4,100 $25,700 $32,100
$26,00
Grand Total 0 $80,500 $65,700 $172,200

Destination-formatted PivotTable
Category 2015 2016 2017 Grand Total
Accessories $67,800 $67,800
Bikes $6,300 $6,300
Clothing $23,700 $2,300 $40,000 $66,000
Components $2,300 $4,100 $25,700 $32,100
Grand Total $26,000 $80,500 $65,700 $172,200

Image of PivotTable

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Shape and Images
See Excel Worksheet: Shapes
Transfer any type of shape to your Word/PPT document: text boxes, lines, geometric shapes, SmartArt, WordArt, pictures/photos,
icons, maps, and equations. Shapes can contain dynamic content (based on a formula or using automation such as VBA macros or
other add-ins).
Shapes with Data rShapesWithData

rEquation

rPictureWithText

r_SelectedPicture_img

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HTML
See Excel Worksheet: HTML
This feature enables extensive added formatting/content options, for example:
 Format text via header tags, like <h1>
 Format content via the style= attribute. For example, change font size and color
 Insert images from a URL via the <img> tag
 Hyperlinks: <a> tag
 Lists: <ol><li> and <ul> tag
 Tables: <table> tag
 Emphasize text via the <b>, <strong>, <u>, <i>, and <em> tags
The HTML content in the source Excel cell can be created via formula or programmatically (VBA macros, other add-ins, or external
applications).
The name of the Excel cell must end with “_html” to insert the content as html.
Some html content is not compatible: for example: </br>, css styling
Note: when creating reports via Word Cloud (Enterprise Feature), image will not appear until the the opens the document and clicks
“Enable Editing”.
This example inserts text and a table with basic formatting:
HTML formatting examples: bold; red.

Table:

Month Savings
January $100
February $125

This example inserts lists:

Ordered List:

1. Coffee
2. Tea
3. Milk

UnOrdered List:

 Coffee
 Tea
 Milk
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This example inserts an image (a fantastic company’s logo) with a hyperlink:

AnalysisPlace

This example dynamically (based on a user selection and Excel formulas) creates html with a title, an image, text, and a hyperlink:

Ferrari 250 GTO

The Ferrari 250 GTO is a GT car produced by Ferrari from 1962 to 1964 for homologation into the FIA's Group
3 Grand Touring Car category. It was powered by Ferrari's Tipo 168/62 Colombo V12 engine.

Learn More

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Conditional Content (Document Assembly)
See Excel Worksheet: Conditional Content
AnalysisPlace can not perform "Document Assembly" per say, but it can do the equivalent: It can automatically delete un-needed
sections from the template. So include all needed content in your Word or PowerPoint templates, then configure your workbook to
automatically indicate (e.g. based on formulas) which sections to delete, depending on the user scenario.
Common examples of “optional” content (which can be deleted based on the scenario):
 Industry-specific case studies: case studies for all industries are included in the master Word/PowerPoint document, then
all but the desired industry case study are deleted when the report is created/updated for a specific customer.
 Report (e.g. proposal) sections: all sections are included in the master document, then when the report is created/updated
for a customer, unneeded sections are deleted.
In Excel, range names that start with “delete_” that contain value TRUE, determines which sections of created Word or PowerPoint
reports will be deleted. Alternatively in Excel, use a "ReportSectionsToDelete" table.
In Word, see the “Conditional Content” section on the “link” tab of the add-in. You can create and list sections there. Sections are
defined by Content Controls.
The sections can be nested. Sections can (and usually do) contain linked content.
Conditional sections are highlighted in yellow (if “Show All” or “Show on Hover” are selected).
The sections below demonstrate how this feature works. Sections will be deleted depending on the Secenario selected in the “Select
a Scenario” input cell in Excel. In the template, there are/were 9 sections below:

SectionName
Section content
CostAnalysis
Section content
CaseStudyA
Section content
CaseStudyB
Section content
FinancialAnalysis
Section content
AppendixA
Section content
AppendixA1 content
AppendixA2 content
AppendixB
Section content

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Auto-Hide Rows/Columns
See Excel Worksheet: Auto-Hide
Automatically hides/unhides rows/columns based on cell value/formula when you click the "Auto-Hide Rows/Columns" button in the
Excel add-in.
This example is a Flex table.
Column
A Column B Column C Column D Column E Column F
Row 1 r25c3 r25c4 r25c5 r25c6 r25c7 r25c8
Row 2 r26c3 r26c4 r26c5 r26c6 r26c7 r26c8
Row 3 r27c3 r27c4 r27c5 r27c6 r27c7 r27c8
Row 4 r28c3 r28c4 r28c5 r28c6 r28c7 r28c8
Row 5 r29c3 r29c4 r29c5 r29c6 r29c7 r29c8
Row 6 r30c3 r30c4 r30c5 r30c6 r30c7 r30c8
Row 7 r31c3 r31c4 r31c5 r31c6 r31c7 r31c8
Row 8 r32c3 r32c4 r32c5 r32c6 r32c7 r32c8
Row 9 r33c3 r33c4 r33c5 r33c6 r33c7 r33c8
Row 10 r34c3 r34c4 r34c5 r34c6 r34c7 r34c8
Row 11 r35c3 r35c4 r35c5 r35c6 r35c7 r35c8
Row 12 r36c3 r36c4 r36c5 r36c6 r36c7 r36c8
Row 13 r37c3 r37c4 r37c5 r37c6 r37c7 r37c8
Row 14 r38c3 r38c4 r38c5 r38c6 r38c7 r38c8
Row 15 r39c3 r39c4 r39c5 r39c6 r39c7 r39c8

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Mail Merge
See Excel Worksheet: Mail Merge
Mail merge is defined as: the automatic addition of names and addresses from a database to letters and envelopes in order to
facilitate sending mail, especially advertising, to many addresses.
The add-in was not designed for high-volume automated mail merge and it should not be used as a replacement for Word’s native
“Mailings” (Mail Merge) features.
The add-in can effectively be used to lookup recipient data from a list/table, calculate results, then update Word/PowerPoint
templates. This enables rapid creation of personalized data-intensive documentation. However, unlike Mail Merge, the documents
must be updated one at a time.
The example below looks up company data from an Excel table based on a drop-down list, calculates results, then updates text, a
table, and a chart in Word/PowerPoint. This process would have to be repeated for each recipient.

Based on our analysis, we believe Berkshire Hathaway could save $351 billion by purchasing our solution. Act t

Per Company
Employee Total (Billions)

Our Savings $930 $350.6

Competitor
$300 $113.1
Savings
Solution
$200 $75.4
Cost

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Localization (Currency and Language)
It is often important to be able to easily localize (currency and language) assessment tools and results documents. For example:
 supporting users who are located in different regions
 creating documents for customers located in other countries

Currency Switching (currency symbols and exchange rates)

See Excel Worksheet: Currency
This example shows how to change currency symbols and exchange rates (via a drop-down selection) in your Excel and destination
documents.

Your net benefit is expected to be 211.67 €.

Annual
One Time Recurring Project Total
Total
94.07 € 18.81 € 188.15 €
Investment

Total Benefits 47.04 € 70.56 € 399.81 €

Net Benefit 211.67 €

Language Switching
See Excel Worksheet: Language
The example below shows how to change language (via a drop-down selection) in your Excel and destination documents. It also
changes currency.
Evaluación del valor empresarial de la solución
Basándonos en nuestro análisis, creemos que su empresa podría ahorrar 177.00 € millones comprando nuestra solución.
Actuar hoy y se puede comprar por sólo 199.12 € Mil millones.

Recurrente Total del

Una vez anual proyecto

Inversión total 88.50 € 17.70 € 177.00 €

Total de
44.25 € 66.37 € 376.12 €
beneficios

Beneficio neto 199.12 €

Often organizations have a destination document template for each language and a single Excel workbook is used to update the
dynamic content in the destination documents.
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This is often combined with the Excel table “Disable Cell Updates” feature. Table row/column header text is left unchanged in each
document (which are in different languages) and only the cells with data are updated. This avoids the need to transfer the text (in
each language) from Excel to the Word/PowerPoint tables.
The “Cloud Reporting” in the Enterprise version is also very helpful with this scenario: the user selects the region
(currency/language) in an Excel drop-down, completes their assessment, then simply selects the desired report template (there
would be one for each language) from a drop-down in the add-in and they download the personalized report in the customer’s
preferred language/currency.

Layout Options
Dynamic content can be incorporated in a variety of ways (not just in-line) enabling great-looking documents/presentations.

Word
The content controls can be placed in-line with text (the default) Merchant Date Category Amount
or you can insert the controls within containers, such as text The Phone 11/19/2023 Communications $120.00
boxes, and these containers can be placed anywhere (not just in- Company
line with text). This enables very powerful/flexible layout options, Best For You 11/17/2023 Groceries $27.00
such as updatable dashboards, infographics, and great-looking Organics
personalized branded marketing/sales material. Company
Coho 11/16/2023 Restaurant $33.00
In the example to the right, a table is placed inside a text box and Vineyard
the text box wrapping style is set to square. Trey 11/14/2023 Other $135.00
Research
PowerPoint Best For You 11/13/2023 Groceries $97.00
All PowerPoint content is shape-based. Shapes can be titles, text Organics
boxes, tables, images, etc. Shapes are tagged (with the link code Company
in the shape’s alt-text property) and updated by the add-in.
Shapes can be placed anywhere on a slide (including
overlapping). A slide can contain many shapes. Slides and shapes
can be copied/pasted and will retain their links.

Headers, Footers, and Master Slides

In Word, linked text can be placed in headers and footers.
In PowerPoint, master slides can contain linked content.

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Import Data - Importing external data into Excel
Users commonly import data from external sources into Excel, so it can then be consolidated/analyzed in Excel and then updated in
Word and PowerPoint documents. Common data sources include: web site data; databases; Azure; CRM/ERP systems, such as
Salesforce; other Excel workbooks, web services, XML/JSON data, etc.
Here are a few Microsoft resources that may be helpful:
 Import data from external data sources (Use Excel's Get & Transform (Power Query) experience to import data into Excel
from a wide variety of data sources. You can then use the Query Editor to edit query steps to shape or transform data.)
 Get & Transform in Excel Get & Transform enables you to connect, combine, and refine data sources to meet your analysis
needs.
 Overview of connecting to (importing) data This reference article discusses importing and connecting data. You will learn
about tasks like importing, updating, securing, and managing data.
Most major software/app vendors provide ways for users to securely import data into Excel. There are also many 3rd-party solutions,
including other add-ins, to help connect Excel to apps and other data sources. Microsoft’s Power BI is also commonly used to import
and analyze enterprise data.
The Enterprise version also contains a “Data Refresh” feature that can automatically update frequently updated data (such as pricing
and exchange rate data) every time the workbook is opened.

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