Excel-to-Excel Overview

Excel-to-Excel updates is a feature included in the Excel-to-Word Document Automation add-in. The Excel-to-Excel updates feature enables you to submit values from named ranges and tables in a source workbook. Then in a destination workbook, update data in matching named ranges and tables.

This very simple example shows how to update content. The source workbook is on the left and the destination workbook is on the right. The workbooks contain a table and two named ranges; one named range contains a single cell and the other contains a range of cells. Click 'Submit Content' to export the content of these three source items. The add-in indicates that three items were submitted. Then, in the destination workbook, click 'Update Excel' to import and update the content. You can see that it updated the three items. The add-in indicates that the update was successful and lists the items that were updated. To review, after you have made changes to a source workbook and you want to update a destination workbook, click 'submit content', then in the destination workbook click 'update Excel' to import and apply the changes.

The add-in enables Excel professionals to save time, avoid errors, and avoid manual copy-pasting from one workbook to another. The add-in can update hundreds or even thousands of ranges and tables in seconds. It also improves reliability. The add-in uses robust links that do not break when you change file names or file locations. Also, the links and add-in updates will continue to work when you share the workbooks with others. The links are simply named ranges and tables, and the add-in makes it easy to create and maintain these links.

There are three types of use cases: you can summarize results from a details workbook to a summary or output workbook, you can generate multiple output workbooks from a single calculator workbook, or you can consolidate multiple workbooks into a single workbook. You first need to link the workbooks once, then you can update many times. To link the workbooks, you name ranges and tables starting with a prefix in both the source and destination workbooks. The add-in contains tools that make it easy to list and maintain the links. Then, every time you want to update the destination workbook, you submit from the source workbook, then you update in the destination workbook.

Next, view the linking and updating tutorial. The video will show you how to add the Excel-to-Word Document Automation add-in into Excel and how to insert sample content so you can try it yourself, and then how to link and update your own documents. Thank you.