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Distributor Formula Assistant

The Formula Assistant is a tool used to aid in quickly creating replacement formulas in a Word document.

Note: Prior to creating the narrative reporting Word document, ensure the Distributor add-in is enabled in Word (see Distribution Manager Settings for more information).

  1. In Word, open the desired document.
  2. From the Distributor Ribbon, select Formula Assistant. The Distributor pane appears.
  3. Use the following table to enter data in the Distributor pane:
  4. Field

    Description

    Workbook Object Type

    Click the drop-down list and select the workbook object type to be retrieved by the formula. Valid types are:

    • Cell
    • Chart
    • Pivot
    • Range

    Object Value

    Specify the value from the workbook to be retrieved by the formula.

    Syntax: 'Sheet Name'!ABC (where ABC is the cell reference, chart, pivot table, or range name).

    Paste Method

    Click the drop-down list, and, select the appropriate method for pasting the value retrieved by the formula to the document. Valid methods are:

    • K (Keep Source Formatting)
    • M (Merge Formatting)
    • S (Use Destination Styles)
    • T (Keep Text Only)
    • U (Picture)
  5. Once the appropriate data has been entered and verified, click one of the following icons:
    • Apply: inserts the formula to the current location in the document.
    • Copy: copies the formula to the Windows clipboard.
    • Paste: pastes the formula from the Windows clipboard to the current location in the document.

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