It is possible to import values from an Excel workbook into a Word document.
In this example, we will be populating the figures shown in the sales report:
Using the amounts in an Excel workbook:
Steps
1. In the Word document, add bookmarks in the places where the values are going to be inserted from Excel. In the example below, there are four bookmarks, one for the total sales in the description (after the word "were") and one for each of the regions in the table:
2. In SolveXia, add a new Action Step, select Manipulate Data and then select Publish cell value from Excel to Word
3. Configure the instruction to publish the value from Excel into Word. In the Excel shown above, cell B5 is the total amount, this value will be published as the "Total" bookmark
Tips and tricks
For help on how to add bookmarks in Word, go to https://goo.gl/yCnLrL
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