You can check how to upload a new Excel data source and manage versions here. Once the Excel data source has been uploaded to CtrlPrint Integrate, the table or the text (single-cell tables as text) can then be added to your InDesign document. You need either Viewer or Editor CtrlPrint Integrate file permissions to insert tables and update data from your data source.
To insert tables or texts (Single-Cell Tables as Text)
- Select the text frame where you want to place your table/text
- Open CtrlPrint Integrate Panel
- Search for your Data Source in the Data Source search box
- Find and select the correct Data Source
- Insert the named range table from the data source by clicking the Insert Table/Insert Text button.
- After inserting the table/text, it's essential to format it according to your design preferences.
If the data source has more than 8 named ranges, a search functionality (as shown in the image below) automatically becomes available which allows you to quickly locate and insert the specific data you need.
Updating table/text with new version of data source
If a new version of the data source is available, you will see an indication (an orange highlight on the right hand side) next to your Data Source file as shown in the image below.
The indication of the new version of data source can only be seen if you open the document after the data source has been added. If your document was already open in InDesign/InCopy when the new version of the data source was added, you need to save the document back to the server and open it again to see it available.
After you open your data source in the CtrlPrint Integrate Panel, you will be able to refresh the data by clicking on the orange refresh button on the right-hand side as shown below.
Unlink the table/text
In order to disconnect the table/text from its data source, you can click the Unlink Table/UnLink Text button. Once you have unlinked the table/text, it can not be refreshed anymore when a new version of the data source is available but you can manually modify the data.