making word templates using excel data merge

MAKING WORD TEMPLATES USING EXCEL DATA MERGE HOW TO

You're ready to connect data to your template. Once your PowerPoint document is tagged, upload the document in Salesforce. For more information, see Row Replication. Tip: If you have 6 rows in your Excel template, you'll want to create 6 rows or more for your table that you create in PowerPoint. Open the PowerPoint document, insert a table for row replication, and add the tags that will use the Range Name that was created in your Excel file. Tag a PowerPoint templateĭo the following to tag a PowerPoint template so that Nintex DocGen can connect data from an Excel file attached to a Salesforce Report, into your templates using a DocGen Package. The data will also be filled in the Excel Sheet columns and rows appropriately according to your Salesforce Report data. Since you will specify the Excel Sheet that the Salesforce Report data will be merged into, Nintex DocGen will place the data into your specified Excel Sheet starting in cell A1. For more information, see Manage Connected Data in Templates. Once your Word document is tagged, upload the document in Salesforce.In our example we will be merging columns 3, 2, 4, and 1 from the Salesforce Reports into columns 1, 2, 3, and 4 from the Word table respectively. Using column ranges allows you to have fewer columns in your Word table than there are in your Salesforce Report. This is the syntax to use for column ranges: ( + col) + the Salesforce Report column number.Įxample: > is equal to column 1 from the Salesforce Report and > is equal to column 2 from the Salesforce Report. These column range tags merge specific columns from your Salesforce Report into specific columns of your Word table. Method 2: This method uses the Alias_Start tag with column range tags.Your Word table must contain the same number of columns that exist in your Salesforce Report. This method simply connects data from the Salesforce Report into your Word table as it appears within Salesforce. Method 1: This method uses the Alias_Start tag (surrounded by angle brackets).For more information, see Row Replication.ĭo one of the following methods to tag a Word template by using a Alias Name that you configured when you connected your Salesforce report :

Note: Use the tags in the File pane from when you connected your Salesforce Reports data. Open the Word document, insert a table for row replication, and add tags that will use the range name.Tag a Word templateĭo the following to tag a Word template to use with Salesforce Reports connected data:

MAKING WORD TEMPLATES USING EXCEL DATA MERGE HOW TO

Tag a template for Named Ranges from Excel Templateīelow are the instructions on how to tag a Word, Excel, or PowerPoint template so that Nintex DocGen can connect data from Salesforce Reports into your templates using a DocGen Package. Tag a template for Runtime CSV/Excel file To merge the data into your template file, such as a Microsoft Word, Microsoft PowerPoint, or a Microsoft Excel file, you'll need to have a tagged template.

Nintex DocGen can connect your data from other sources, such as Salesforce Reports, runtime CSV/Excel files, and Excel files, and merge that data into a template. This topic describes how to tag a template that you can use with Connected Data.

Making word templates using excel data merge