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Excel To Word Reporting

Published on the August 18, 2024 in Finance & Management

About this project

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Objective:
The objective of this project is to develop an Excel add-in that enables users to automatically generate reports in Microsoft Word based on data and analyses conducted within Excel. This tool aims to streamline the process of creating comprehensive reports, reducing manual effort and enhancing efficiency.

Scope:

Add-In Development: Design and develop an Excel add-in that integrates seamlessly with Microsoft Word.
Report Template Creation: Provide customizable Word templates that the add-in can populate with data from Excel.
Data Integration: Enable the add-in to pull data from selected ranges in Excel and insert it into predefined sections of the Word document.
Automation Features: Include options for automatic formatting, table generation, chart insertion, and content updating within the Word report.
User Interface: Develop an intuitive user interface within Excel to control report generation, template selection, and customization options.
Compatibility: Ensure compatibility with the latest versions of Microsoft Office, particularly Excel and Word.

Using tx textcontrol

Key Deliverables:

Functional Excel Add-In: A fully functional Excel add-in that can generate Word reports based on Excel data.
User Documentation: Comprehensive documentation outlining how to use the add-in, including step-by-step instructions and troubleshooting tips.
Customizable Templates: A set of customizable Word templates that can be tailored to different reporting needs.
Testing and Quality Assurance: Thorough testing of the add-in to ensure accuracy, reliability, and user-friendliness.

Category Finance & Management
Subcategory Accounting
What do you need? For a small or medium business
Is this a project or a position? Project
Required availability As needed

Delivery term: Not specified

Skills needed