In this guide, we will walk you through the essential steps to prepare your Excel files for seamless integration with CtrlPrint using Integrate. By following these requirements, you'll ensure that your data is accurately presented in your corporate reports, allowing for smooth collaboration within your project.
Please note that CtrlPrint Integrate only supports XLSX format and not XLS format as Data Source.
Create Named Ranges
Before you can integrate your data into InDesign, you need to set up named ranges within your Excel source files. Named ranges make specific data accessible from InDesign and InCopy through CtrlPrint Integrate, ensuring that the right information is pulled into your reports.
- Open your Excel file. Select a single-cell or range of cells you want to make available in Integrate. Go to the "Formulas" tab in the Excel ribbon.
- Click on "Define Name."
- In the "Define Name" dialog box, give your range a meaningful name, preferably something that describes the data it contains. Click "OK."
Repeat this process for each cell or range of data you want to use in your CtrlPrint document.
Remember that the formatting of your numbers and cells in Excel will directly influence how your tables appear in the designed report in InDesign. Pay attention to:
- Cell structure: Define the layout of your table cells, including row and column dimensions.
- Number formatting: Ensure numbers are formatted correctly, including thousand separators, currency symbols, percentages, or any other special formatting.
- Decimal points: Specify the number of decimal places to maintain consistency.
When preparing Excel files for use with CtrlPrint Integrate, remember the following styling strategy:
- Basic structure (characters, cell structure, number formatting, decimal points) should be done in Excel.
- Visual styling (fonts, colours, borders, etc.) should be applied in InDesign.
Using Formulas and External Data
Feel free to use formulas and fetch data from other Excel files internally on your computer. The data you will see in the tables when using CtrlPrint Integrate will display the visual representation of the table as it appears in Excel.
By following these steps and requirements, you'll ensure that your Excel files are well-prepared for integration with InDesign and InCopy using CtrlPrint Integrate.
Preparing your Excel files correctly is the key to a successful project using CtrlPrint Integrate. With the right named ranges, sheet naming conventions, formatting, and styling strategy, you'll be well on your way to creating visually stunning corporate reports that showcase your data effectively. Make the most of the Integrate feature and streamline your collaboration.