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What is Excel-to-Word Document Automation?

The Excel-to-Word Document Automation Add-in enhances the efficiency of transferring content from Excel to Word and PowerPoint, facilitating seamless integration of diverse elements like text, lists, tables, images, and charts. It allows users to establish connections to this "dynamic" content for easy updates. This functionality supports both the modification of current documents and the creation of new ones, drawing data from any Excel workbook, whether freshly created or in active use. It proves especially beneficial for producing regular reports and customized documents that need ongoing revisions. In addition, users can leverage their workbooks and documents as templates, as any Word or PowerPoint file connected to the workbook via the core add-in can act as a template. The add-in streamlines the processes of linking, testing, uploading, and managing document templates alongside associated Excel resources, which ensures smooth document management and content updates across different platforms. Not only does this automation tool enhance productivity by minimizing manual effort and errors in document creation, but it also provides users with the flexibility to quickly adapt their materials as needed, further optimizing their workflow.

What is BI Service for SharePoint?

You can choose to leverage your existing investments in Power BI or opt to use it as a standalone tool. By configuring your pages with the report viewer web part, you can design captivating dashboards for SharePoint users, empowering them to collaborate with accurate and trustworthy data. These SharePoint page dashboards are also viewable on mobile browsers, facilitating access to information and allowing for inquiries while on the go. Furthermore, you can save your reports in multiple formats including Word, Excel, PDF, and PowerPoint among others. With the option for scheduled delivery, you can have your most important reports sent directly to your email or published to a document library for seamless distribution. The system supports Microsoft SSRS 2008R2 or later, making it easy to migrate your current reports. Additionally, it seamlessly integrates with Microsoft's Power BI Report Server, should you choose to move away from the BI Service at a later date. Reports and dashboards can be tailored to automatically filter content based on the user’s identity or their location within SharePoint, thereby improving the overall user experience. This flexibility guarantees that your reporting solutions stay pertinent and customized to meet the specific needs of your audience, ensuring ongoing engagement and effectiveness. Overall, such adaptability not only enhances usability but also fosters a more informed decision-making process within your organization.

Media

Media

Integrations Supported

Microsoft Excel
Microsoft Word
PowerPoint
GEN-OPS1
Inhubber
Kontainer
Microsoft 365
Microsoft Azure
Microsoft Power BI
Microsoft SharePoint
Oracle Cloud Infrastructure
ProjectSync
Quickwork
SAP Cloud Platform

Integrations Supported

Microsoft Excel
Microsoft Word
PowerPoint
GEN-OPS1
Inhubber
Kontainer
Microsoft 365
Microsoft Azure
Microsoft Power BI
Microsoft SharePoint
Oracle Cloud Infrastructure
ProjectSync
Quickwork
SAP Cloud Platform

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$100 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

AnalysisPlace

Date Founded

2010

Company Location

United States

Company Website

Analysisplace.com

Company Facts

Organization Name

ThorApps

Date Founded

2012

Company Location

Australia

Company Website

www.thorapps.com/bi-service-ssrs-reports-sharepoint

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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