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Using the Insert Links feature is beneficial in several situations, such as including custom links created in the Valcre Valuation Workbook, reinserting links that were accidentally deleted, or including additional data. The Insert Links function gives you more control over your final report. This guide will teach you how to Insert Links from the Valuation workbook into your Valcre Report Template.
Table of Contents |
Prerequisites
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Inserting Links
Step 1: Download and open a fresh report template and position your cursor where you want to insert the link or links.
Step 2: In the Valcre ribbon, select the Insert Links button.
Step 3: Select Load Workbook and search for the Valuation workbook you want to insert links from. Select the file and then select Open.
Step 4: In the left pane, locate and select the sheet where the desired link is stored. Once selected, the right pane will display all available links from that sheet.
- Select the link you want to insert, then select Insert.
- Alternatively, use the Filter field to search for a specific named range.
- You can also check or uncheck the boxes to show or hide links.
Step 5 (Optional): Need to insert multiple links?
You can continue inserting additional links without closing and reopening the Insert Links window.
- Repeat Step 4 for each additional link you want to add.
- After inserting all your links, select Close to exit the Insert Links window.
Step 6: Sync the report to include the new links.
- Select the inserted links, then choose Update Selected from the Valcre ribbon to refresh only those specific links.
- Alternatively, select Update All to sync every linked item in the Word report.
Troubleshooting & FAQ
| What happens after I insert the link? |
Initially, you're just mapping the location in your report where data will be pulled in, along with which specific data points (like tables or charts) from your workbook. No data appears right away. Once you select Update Selected or Update All from the Valcre ribbon, the linked data will populate in your report accordingly. |
| My Valuation Workbook won’t load. What do I do? | This usually means the wrong file was selected. Try reloading the Valuation Workbook, making sure you’ve selected the correct file by choosing Change File from the Linked Files drop-down in the Valcre ribbon. |
| The link is not showing up in my report. What should I check? | It might be that your cursor is placed somewhere else in the report, and that is where the links are being inserted. Please make sure to place your insertion point exactly where you want to insert your links. |
| How do I know if a link is properly inserted? | The link will show in the report, and you will be able to sync them. |
| Can I add multiple links from different workbooks? | Absolutely! This can also be achieved by copying and pasting links from other Word reports. Additionally, we have the following guide on how to link multiple Excel Workbooks to your Word report. |
| Continue Learning about Valcre with our next suggested guide: Linking Custom Fields in the Valuation Report |
Additional Questions? Valcre Support is ready to help with all your Valcre product questions! You can connect to us via phone, email, or chat!
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