Templates

Document Templates

This page contains Excel, Word, and PowerPoint templates for use with the Excel-to-Word Document Automation Add-In. 

We provide these documents as examples to show how the add-in works and as templates for your own use. You are welcome to download and modify these document for your own use.

Template Summary

Title Description Author Access
Demonstration and Instruction Documents

Simple Excel, Word, and PowerPoint documents designed to show how the add-in works. Contains instructions on how to use the add-in and link documents (how to map content).

AnalysisPlace Anyone
Advanced Features

Demonstrates and contains instructions on how to set up tools with the following capabilities: Currency Switching, Multi-lingual Reports, Advanced Graphs, Automatic Table Resizing, Table Merged Cells, Dynamic Lists and Paragraphs, Professional Word layouts, Mail Merge, etc..

AnalysisPlace Anyone
ROI Calculator and Business Case Toolkit

The Excel workbook helps estimate solution costs, benefits, and ROI of solutions proposed to customers. The Word document contains an outline of a typicial business case and suggested best practices.

AnalysisPlace

Anyone

 

IT Project ROI Tool For advanced Excel analysts only. This workbook contains many common components for creating detailed technology ROI assessments. It has existed for over 10 years in various forms and has been used by 1000+ businesses. AnalysisPlace Anyone
Enterprise Features

Demonstrates and contains instructions on how to use the following features: Cloud Reporting, Workbook Protection, Input Cell Management, Restore Default Values/Formulas, Workbook Management, Data Protection, Data Capture, and Auto-Open.

Requires an Enterprise subscription (incl. the trial) to use the features.

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The templates contain links, so you can update the Word/PowerPoint documents from the Excel workbook. 

You can also view/use embedded Excel Online versions of the workbooks. You can also download them from there, if you like them.

Terms of Use

By using these products (also referred to as documents, tools, and workbooks), you accept our "Terms of Use". If you do not accept them, do not use these products.

Supplemental Terms of Use

  • You MAY create derivative works from this product but only for use within your organization
  • You MAY redistribute this product in its original state.  If you share this product with other organizations, you must maintain all copyright and other notices contained in this product
  • You may NOT sell, rent, lease, or lend this product or portions/derivations of it without written permission from AnalysisPlace

Demonstration and Instruction Documents

These are very basic documents designed to show how to link and update documents. The Word and PowerPoint documents also contain instructions on how to link and update documents.

Excel Online Version: View and edit an Excel Online version of the workbook. You can also down it from here.

Direct Downloads: Excel Workbook, Word, PowerPoint


Advanced Features Documents

These documents demonstrate how the add-in can enable a variety of advanced data-focused document automation scenarios

Direct Downloads: Excel Workbook, Word

Requires a registered account (free) or higher to transfer/update all content.

Text, Lists, and Paragraphs
  • Add text to various document content types (titles, paragraphs, shapes, etc.)
  • Incorporate/update data within text
  • Dynamically create lists and paragraphs (based on Excel formulas)
Tables
  • Source Excel data can be based on named ranges or tables (data 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
  • Updates of specific cells can be disabled
  • Tables can be configured to hide rows if hidden in Excel
Image of Ranges Transfers the image of the named range, just as it appears in Excel.
Charts / Graphs Essentially any chart type is supported and charts can contain a variety of added content
Layout Options Dynamic content can be incorporated in a variety of ways (not just in-line), enabling great-looking documents/presentations
Mail Merge Shows how to quickly update multiple documents (one at a time) based on a table or database of information
Localization – Currency Change currency symbols and exchange rates
Localization - Language Shows how to switch languages
Import Data (getting data into Excel) Options for importing data into Excel from a variety of sources
Document Assembly Describes how the add-in can be used to perform the equivalent of Document Assembly

 


ROI Calculator and Business Case Toolkit

This tool helps solution providers (vendors) to quantify and communicate the costs, benefits, and ROI of many types of enterprise-scale technology-based solutions.  It produces business case reports (Microsoft Word format) that can be edited and presented to decision-makers.

The tool estimates the costs required to implement the new capabilities/solution, including licenses, hardware, software, IT labor, services, and user labor. It also estimates benefits (user productivity, IT TCO savings, business cost savings, and revenue growth) enabled by the solution.

You can customize these templates for your own business.

Excel Online Version: View and edit an Excel Online version of the workbook. You can also down it from here.

Direct Downloads: Excel Workbook, Word

 


IT Project ROI Tool

The "IT Project ROI Tool" enables development of comprehensive business case assessments for IT projects.

It helps organizations to assess, quantify, and communicate the costs, benefits, business value, and ROI of many types of enterprise-scale technology-based initiatives.  It also helps to assess the organization’s current (as-is) and expected (to-be) IT spending (TCO) levels and the solution’s impact on a variety of key performance indicators (KPIs).  It produces summary business case reports (Word and PowerPoint) that can be edited and presented to decision-makers.

The tool estimates the costs required to implement the new capabilities/solution, including hardware, software, IT labor, services, and user labor. It simulates benefits (user productivity, IT TCO savings, business cost savings, revenue growth, and KPI improvements) enabled by the solutions selected. 

You can customize these templates for your own business.

Excel Online Version: View and edit an Excel Online version of the workbook. You can also down it from here.

Direct Downloads: Excel Workbook, Word