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 documents for your own use.

Template Summary

Title Description Author Access
Sample Content and How-to Guide

This is the best way to initially try the add-in, as well as, learn about advanced capabilities.

These Excel, Word, and PowerPoint documents are designed to show how the add-in works and how to link content. The documents contain QuickStart, as well as, advanced content.

Demonstrates how to set up documents with the following capabilities: Flex Tables, Destination Tables, Shapes, PivotTables, Currency Switching, Multi-lingual Reports, Advanced Charts/Graphs, Automatic Table Resizing, HTML formatting, Document Assembly (Conditional Content), Conditional Submit, Table Merged Cells, Dynamic Lists, and Paragraphs, Professional Word layouts, Mail Merge, etc.

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Word Cloud Chart Updates

Excel and Word documents instruct and demonstrate how the add-in can peform Cloud Updating of Word charts based on Tables or Ranges in Excel

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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 typical business case and suggested best practices.

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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
Business 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 a Business 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.


Sample Content and How-to Guide

These documents contain sample content and comprehensive how-to instructions.

The easiest way to use these documents is via the "Insert Sample Content" on the "Start" tab of the add-in.

Direct Downloads: Excel Workbook, Word, PowerPoint

Some features may require sign-in (free) or higher to transfer/update due to transfer size limitations for anonymous accounts.

QuickStart  Contains basic examples (text, table, chart) to quickly demonstrate core updating capabilities of the add-in
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

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. 

  • Source Excel data can be based on named ranges, tables (data tables), or PivotTables
  • 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
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. Updates charts images in Word or PowerPoint and updates native charts in PowerPoint.
Shape Images Transfer any type of shape to your Word/PPT document: text boxes, lines, geometric shapes, SmartArt, WordArt, pictures/photos, icons, maps, and equations.
HTML Enables inserting HTML content into Word. Format text (bold, colors), add hyperlinks, insert images from URLs, etc. HTML can be created dynamically.
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 update multiple documents (one at a time) based on a table or database of information (e.g. each row in Excel creates a document based on data in that row)
Conditional Content Describes how the add-in can include/exclude document sections, similar to "Document Assembly". Conditional Sections automatically removes un-needed Word sections or PowerPoint slides.
Conditional Submit Methods to control what data is submitted from Excel: change the Item Name Prefix, Find & Replace, and Conditional Submit (control the Prefix via formula)
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

 



Word Cloud Chart Updates

Excel and Word documents instruct and demonstrate how the add-in can perform Cloud Updating of Word charts based on Tables or Ranges in Excel. These templates show examples of Charts being updated through a cloud update in Word as well as step by step instructions on how to set up this type of update.

Direct Downloads: Excel Workbook, Word

 


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 download it from here.

Direct Downloads: Excel Workbook, Word

 


IT Project ROI Tool

The "IT Project ROI Tool" enables the 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 download it from here.

Direct Downloads: Excel Workbook, Word