Is there a way to dynamically generate duplicate reports in a document based on the number of rows in a sheet?
Hi, I have a list of entities in a spreadsheet and a 1 page report format that I'd like to have repeated for each entity in the spreadsheet. For example, if there are 5 entities, I have a single document with the same report format repeated 5 times in a row.
-
Hello and welcome to the Community, Joe!
Great question. One way this could be achieved would be by copying the content needed, or by saving a template version and recreating the Document and Spreadsheet from those templates.
For example, you can copy a single file, or Folder with many files, and when copying you can choose what level of copying you want, i.e. what should be linked. Here's an article on that process. https://support.workiva.com/hc/en-us/articles/360035639992-Copy-a-file-or-folder
Additionally, you could create templates of this setup and then create from templates as opposed to copying the file(s). Here's some articles on templates:
- https://support.workiva.com/hc/en-us/articles/360045940231-Document-templates
- https://support.workiva.com/hc/en-us/articles/360035643112-Spreadsheet-templates
Let me know if I've totally missed the mark, or you have any follow-ups for me.
0U moet u aanmelden om een opmerking te plaatsen.
Opmerkingen
1 opmerking