Document Automation

Excel-to-Word Document Automation

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

Automate your customer proposals, recurring business/financial reports, custom engineering datasheets, and more! Quick/secure install via the Microsoft Office Store.

Office for Windows and Office for Mac

Requires Microsoft Office 2016 (Office 365 Subscription Version)

 
 
Excel to Word Logo

 

What It Does

The Excel-to-Word Content Automation Add-in automates updating of Excel-based content into Word and PowerPoint documents. Updatable content includes text, tables, and charts. It also makes it easy to link the “dynamic” content to be updated. Update any new or existing Word/PowerPoint document with content from any new or existing Excel workbook. It is easy to link existing spreadsheets and documents. The add-in includes sample documents (an Excel ROI calculator and a Word business case) to get you started.

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 reports (from Excel analysis) 
  • Custom datasheets (from engineering/scientific calculations in Excel)

The free "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 and require an AnalysisPlace.com account. 

Overview and Getting Started

Key Features: 

  • Easy/secure download and install via the Microsoft Office Store
  • Single add-in for all 3 apps (Excel, Word, and PowerPoint)
  • Single Excel document can update both Word and PowerPoint files
  • Office for Mac and Office for Windows (Office Online can update only)
  • Content links are very durable & customizable
    • Content links between Excel and Word/PowerPoint are durable (can be shared with others and will still update properly)
    • Links are easy to maintain and update
    • Linked content can be copy/pasted into other documents
  • Built on robust, secure, and very scalable Microsoft platform
  • Free-forever versions available for evaluation and basic usage

 

 

  

Basic

Free Forever

no registration or login required
  • Evaluation & Light Usage
  • 50 basic documents 1st month;
    10 per month thereafter
Get Started
Easy to get started: Update your 1st document in 10 min.

Standard

$9.95

per User per Month
  • Standard business usage & light authoring
  • 50 standard documents per month
     

Pro

$29.95

per User per Month
  • Extensive usage and authoring
  • 400 large documents per month
     

Enterprise

Advanced Features to Develop & Manage Multi-user Excel-Based Tools

Volume Discounts
 

  • Multi-user subscription
  • Flexible usage allowances
     
Learn More
 
 

See subscription details

Requirements

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

Microsoft Excel

This add-in requires one of the following versions: 

  • Excel 2016 for Windows Version 1608 (Build 7369.2055) or later 
  • Excel 2016 for Mac 15.27 or later 
  • Excel Online (supports document updates only, not authoring/linking)

 

 

 

 

Microsoft Word

This add-in requires one of the following versions: 

  • Word 2016 for Windows Version 1612 (Build 7668.1000) or later 
  • Word 2016 for Mac 15.32 or later 
  • Word Online (supports document updates only, not authoring/linking)

Microsoft PowerPoint

This add-in requires one of the following versions: 

  • PowerPoint 2016 for Windows
  • PowerPoint 2016 for Mac
  • PowerPoint Online

Customer Use Case: Greenleaf Energy Advisors Solar Energy Assessment

Customer Use Case - Greenleaf Solar Energy Assessment


Team and Enterprise Features

Create and manage Excel-based tools used by multiple users

Boost user productivity with powerful Office-based document automation
Harness the power, flexibility, and familiarity of Excel, Word, and PowerPoint
Overcome the challenges of existing Excel-based tools with features like Version Control, Access Control, Usage Analytics, and Data Protection

Learn More

Key Benefits

  • Support and manage multiple Excel-based tools; each tool can have multiple report templates
  • Powerful and flexible Word and PowerPoint reporting
  • Easy to convert and automate existing Excel spreadsheets and Word/PowerPoint reports
  • Flexible, cost-effective subscription options (fixed or active user)
  • Compatible with Windows and Macs (requires Office 365 subscription)
  • Easy to configure user options using the Admin Console
  • No software to install – only requires user to sign into the existing Excel-to-Word Document Automation Add-In 

Key Features

Make users more productive
  • Cloud Reports – Create Word and PowerPoint reports from templates, then continue to update content as Excel content changes
  • Auto-Open - Embed the add-in within Excel for easy deployment and access
  • Restore Defaults - Restore modified values back to their original/default values and formulas
  • Data Migration – Easily transfer data from one workbook to another (e.g. for version upgrades)
Simplify Excel-based tool creation
  • Workbook Protection – Easily protect the workbook and worksheets and hide side calculations and reference data
  • Managed Input Cells – Define and manage designated user input cells
  • Report Templates – Easy to create Word/PowerPoint templates (simply uses the Excel-to-Word Document Automation Add-In)
Deploy and manage Excel-based tools
  • Workbook Management – multiple workbook tools can be managed independently. For example, each workbook can have separate report templates.
  • Version Control – notify users if a new version is available (or required). Optionally restrict usage for obsolete/unsupported versions.
  • Access Control – limit access based on email domain or user list
  • Data Capture & Analytics – capture data inputs and/or calculated results for later analysis. Analyze how your users are using the tool and reports.
  • Data Refresh – refresh frequently-updated data (such as pricing or exchanges) every time a user opens the workbook. Avoid publishing a new version of the workbook.
  • Data Protection – protect sensitive spreadsheet data and calculations. Limit access to signed-in users.
  • Administrator Controls – easily configure features from within the add-in
  • Usage Reporting & Analytics – view and analyze usage statistics. Understand who is using the tools and how much

 

The Excel-to-Word Document Automation Add-In is a SaaS (Software-as-a-Service) solution developed by AnalysisPlace.  This add-in is freely available via Microsoft’s AppSource.  Users must be registered via AnalysisPlace to receive additional fee-based usage and features. The Enterprise features are added to this solution. It allows you to use or author your own Excel workbooks and Word and PowerPoint output reports. You administer the features via the Admin Console (part of the add-in). AnalysisPlace hosts the solution and provides usage data.

Example Multiple Excel Workbook Scenario