Linking an Valsight CSV Export to Word

For reporting or documentation it can be helpful to link your Valsight export e.g. to Word documents. This way the tedious process of importing the actualized data to your Word document becomes obsolete.

An example project with the basic information you need to reproduce the following instruction is available from your Valsight support staff.

How to link Valsight export to a Word document

First, create a new folder. This folder will hold all our Word, Excel and data files.

Than generate a Word document and an Excel file and save them in your folder.

Afterwards choose the desired Valsight workspace and export the respective scenario.

And save the exported .csv sheet also in the created folder.

In the following we will connect the Valsight export via Power Query to the excel sheet.

By selecting the responding button you retrieve the .csv export.

In the following dialog you choose to transform data and edit the data via Power Query. Here you can find guidance to structure your data in Power Query.

When you achieved your desired result, close and load the query.

As result you will find your transformed chart in your excel. 

To achieve the optimal layout or structure it can be useful to sort your data in a pivot table. An example outcome could look like this.

To improve the layout of the chart, you can also link the table to other cells and configure it by your own needs.

Before we move to our word document, we copy the table. This way we are able to link it immediately to the word document.

Now we are ready to move to our Word document to connect the created table.

Therefore we hover to the paste button in the home section and select "paste special".

In the following dialog we choose the option to "paste link" and specifically as "Microsoft Excel Worksheet Object".

Congratulations, you just successfully linked an Valsight export to excel.

Updating and Storing your data

To archive your existing Valsight export while continuously actualizing your word sheet with new exports, the following steps are suggested.

Create a copy of the last version of your folder and name.

Save the current version of your Valsight .csv export in the created folder. E.g. as "ValsightExportExample2.csv"

Open your excel sheet and change the input of the Power Query. Therefore select the edit button in the query section.

Find your query settings on the right and move to the first step, where you selected the data source.

Adjust the file path and confirm your changes by pushing enter. Afterwards select "close & load".

By selecting the "refresh all" button in the data input of your excel as well as your word sheet is updated and matches with the new Valsight export.

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