30Apr, 2019
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Customize your tables in your Word and Excel reports

Do you use the table element in your forms for your purchase order or inspections? Learn how to format it in your Word and Excel templates to customize your reports.

The “Excel/Word Table” form has been added to the Kizeo Forms library to illustrate the examples below.

Tip #1 Formatting in Word.

Row data

  • Insert a table with as many columns as you need and two lines: one for the header and the second with your tags.

Row data word

  • The line of the tags will be repeated as many times as the lines will be entered (table entries).

Insert your tags result

Column data

  • Insert a table with as many rows as you need and two columns.

Column data

  • Both columns will be retained and the generated lines will be grouped together.

Column data result

Data in a Block(cell)

  • Insert a table with this time two cells and insert all your tags in the second cell.

Data in blocks

  • For exports, the data will appear as “blocks”, as on the standard PDF.

Data in blocks result

Tip: Do not hesitate to make your cells invisible similar to the standard PDF format!

Tip #2 Formatting in Excel.

Row data

  • Insert in each cell of your first line, the labels of your table and in the second line your tags:

special tag excel table

  • In the export, the data will be displayed as below:

Row data excel result

Bulk data in the same cell

  • It is also possible to display your information in the same cell:

Bulk data in the same cell

Tip: For a line break in Excel:

On PC: alt + Enter.
On Mac: cmd + alt + Enter.

  • In the export, the data will appear in a block in the same cell, one after the other:

bulk data in the same cell result

Bulk data in a cell without space

  • Insert your tags into the desired cells.

Bulk data in a cell without space

  • In export, the blocks are generated automatically:

excel blocks without space

Bulk data with empty lines

  • Insert your tags into the desired cells.
  • Where you want to add empty lines to your export table, you must report them by directly inserting the tag of your table instead.

Bulk data with empty lines

  • When exporting, lines with your data and empty lines are generated automatically:

Bulk data with empty lines result

Column data

If you want each new entry to be displayed as a column:

  • Insert the tag of your table -c in the first cell. In the example below we enter ##table-c##, table##table## being the tag of our table.
  • Then insert your tags as you wish, one after the other.

Column data excel

  • On export, the columns are generated automatically:

Table-c result

Column data with empty lines

  • If you want to add empty lines to your export table, you must directly insert the tag of your table instead.

Column data with empty lines

  • When exporting, empty lines will automatically be generated:

Column data with empty lines result

Tip #3 Special tags.

The display of line numbers in a table.

  • You can display the row numbers of a table with the tag ##_ line_number:table## where ##table## is the tag of the table concerned.

special tag excel table

Row data excel result

Retrieve information from a specific line of a table.

You can retrieve the entry of an element of a specific line in a table thanks to the tag: ##id_of_field[n]##.

For example, if you want to highlight the first selected customer, you can use the tag ##client[1]##.

Tips:

This tag retrieves information from any table in Word or sheet-by-sheet in Excel. In other words, you can easily format the information entered.
This tag does not automatically generate new lines in Excel.

Example: If your table is as below:

Row data excel result

You would like to display only the 1st row, where the fruit is Banana, use the codes below:

Retrieve a single cell excel table

The result in your export will be as follows:

Special tags result


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