How Tos

Also, see the Advanced Features Templates and How-To Guide

Merged Cells (in Word/PowerPoint tables)

The add-in supports most Word/PowerPoint table merged cell scenarios.

There are some limitations in matching columns. The add-in assumes merged or empty Excel cells are also merged cells in Word tables.

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 in the wrong cell.

Merging cells in Excel is not necessary -- the hidden part of a merged area has the same effect as an empty cell.  Also, you cannot merge cells in an Excel “table” (only a named range).

Merged Cells

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.

Dynamically resized ranges (ranges that change size based on a formula) are not supported – ranges/tables must be resized manually (by adding data, deleting rows, etc.)

Dynamic Lists (e.g. Bullet Lists)

The add-in can create lists that change based on formulas in Excel.

The list is based on a formula in a single cell. Lines are separated by Alt-Enter or char(10).

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.

Avoid Updating Individual Table Cells in Word/PowerPoint (e.g. for language switching)

To avoid updating individual table cells in Word/PowerPoint tables:  In the desired table cell in Excel, enter a "!~" (without the quotes) at the start of your cell text/formula. Or use UNICHAR(8205) at the start of your formula (which is an invisible character). The Word/PowerPoint add-in will not update cells if the source cell text from Excel starts with one of those characters.

This is useful to avoid updating content that will never change or if you have cells with mixed formatting that you do not want to be replaced.

It is also useful for multi-lingual reports/outputs -- if you have a single Excel workbook/tool and multiple-output reports (one for each language). This will enable you to update the numbers in Word/PowerPoint tables without overwriting the text (e.g. row/column headers) in the cells. For cells that contain mixed numbers and text, you could add the multi-lingual text to formulas based on lookups.