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).
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.