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Table Import

Connect Excel tables with Word using client-specific formatting and a live link.

When To Use It​

  • You want to eliminate the risk of outdated figures in financial statements when source data in Excel changes.
  • You want to avoid manual table updates every time Excel data changes.
  • You want tables to stay consistently formatted and avoid tedious manual formatting work.

Step-by-Step​

  1. Open your Word document where you will import tables.
    You can download Word test file.
    And Excel test file.
  2. Open the LedgerQ add-in pane, in Word ribbon.
  3. In the LedgerQ ribbon, Account section, choose Sign in/Out to Sign in with your Microsoft credentials.
  4. Next,in the LedgerQ ribbon, choose Table Import.
  5. Decide whether to use Standard Formatting using the toggle at the bottom of the task pane. See Standard Formatting to see which formatting properties are controlled automatically versus as per Excel source file.
  6. Click Import Tables in the add-in task pane.
  7. Select Excel file source:
    • Local file from your computer, or
    • OneDrive to import from Microsoft cloud storage.
  8. Provide Table Name (optional).
  9. Provide Sheet Name and Table Range.
  10. Click Import.
  11. Wait for the table to appear in Word.

Refreshing Imported Tables​

If the Excel source data changes:

  1. Locate the previously imported table in the add-in task pane.
  2. Use Refresh to pull the latest values from the Excel source file. You can refresh a specific table or all tables linked to that file using Refresh all.
  3. If prompted to provide path to the Excel source file, select the corresponding file.
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After changing data in the Excel source file, always save the Excel file before clicking Refresh.

Standard Formatting​

The purpose of Standard Formatting is to ensure that, regardless of format settings in the Excel source file, tables in the financial statements are consistently formatted according to your client’s requirements.

When Standard Formatting is enabled, LedgerQ applies a defined set of formatting rules. Some rules come from your Standard Formatting profile; others follow the source Excel file so they match what you see in the workbook.

When Standard Formatting is disabled, LedgerQ takes all formatting from the Excel source file.

tip

Using Standard Formatting reduces tedious manual formatting work. Tables look consistent across your reports and align with your client’s formatting requirements.

Applied automatically (Standard Formatting profile)​

Standard formatting applies automatically to:

  • Font size
  • Font family
  • Number of decimal places
  • Negative number format (for example, brackets or minus sign)
  • Zero number format (for example, 0 or a dash)
  • Decimal separator (comma or dot)
  • Thousand separator (comma, dot, space, or none)
  • Horizontal alignment of cell content
  • Date format

Taken from the source file​

The following follow the source Excel file (not the Standard Formatting profile):

  • Borders
  • Bold
  • Italic
  • Indent
  • Vertical alignment of cell content
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Standard formatting values are client-specific and are agreed during the onboarding process.

Unlinking​

You can unlink a specific table or single cell from the Excel source file by clicking Unlink. Alternatively, you can unlink all tables/cells at once by clicking Unlink All at the top of the Import Table task pane.

Microsoft OneDrive Support​

LedgerQ supports importing files from Microsoft OneDrive, as well as from a local folder.

Next​

Continue with Single Value Import to learn how to link values from Excel with notes in financial statements.