Excel to Word converter that turns a spreadsheet into a report
Your numbers live in Excel, but the board, a client or your manager wants a Word document. Pasting a range gives you a table that runs off the page or an image no one can edit. Your todo.is agent builds a proper .docx with editable tables that fit the page, charts from your data and a short written summary.
The prompt
- Turn the attached Excel file into a Word document: [ATTACH THE .XLSX]. Use [WHICH DATA]. Put each table in as an editable Word table that fits the page width, with a header row that repeats on every page, numbers right-aligned and the same number format as in Excel. Add [CHARTS]. Start with a short summary of the main numbers in plain language, then the tables with a heading and one sentence each. Use [TEMPLATE OR STYLE] and send the .docx.
What to change
- [ATTACH THE .XLSX]: Attach an .xlsx, .xls or .csv file.
- [WHICH DATA]: E.g. "the Summary and Regions sheets", "range A1:F30 on Q3" or "every sheet".
- [CHARTS]: E.g. "a bar chart of sales by region", "the charts already in the workbook" or "no charts".
- [TEMPLATE OR STYLE]: E.g. "the attached company template", "a clean report style with our logo" or "Calibri 11, A4".
Example result
- Excel to Word: Q3_Sales.xlsx → Q3 Sales Report
- 7 pages · A4 · 4 editable tables · 2 charts · company template applied
- Page 1: Summary (written from the data)
- Q3 revenue was 1.42 million, up 8% on Q2. The North region grew fastest at 15%, while the South was flat. Three products made up 61% of revenue. Returns fell from 4.1% to 3.2% of orders.
- Tables
- • Revenue by region (Regions sheet): 6 rows × 5 columns, fits portrait width
- • Top 20 products (Products sheet): header repeats on page 4, numbers right-aligned with thousands separators
- • Monthly trend (Summary sheet): July, August, September with totals in bold
- • Returns by reason (Returns sheet): percentages kept as percentages
- Charts
- • Bar chart: revenue by region, Q2 vs Q3
- • Line chart: monthly revenue
- • Charts are sharp images sized to the text width, each with a caption and source sheet named
- Formatting choices
- • Currency and percentage formats copied from Excel, so 0.153 shows as 15.3%
- • A 12-column sheet was too wide for portrait. It went on a landscape page instead of shrinking the text
- • Table style from your template: shaded header, light row lines, no vertical borders
- Accuracy check
- Every number in the document was compared with the workbook. Totals in the tables match the Excel totals.
- Notes
- The tables are editable Word tables, not pasted images, so you can change a value. They are not linked to Excel; if the data changes, send the new file and ask for the report again.
How to do it with todo.is
- Copy the prompt and choose which data, charts and style to use.
- Attach the workbook (and your Word template if you have one) in todo.is or on Slack to your agent.
- Your agent writes the summary, builds the tables and adds the charts.
- Download the .docx. Ask for edits like "shorter summary" or a PDF copy for sending.
Tips for a better result
- Attach your company Word template. Fonts, colors and heading styles then match your other documents.
- Wide sheets work better on a landscape page than squeezed into portrait. Say if you prefer one.
- Ask for one sentence under each table explaining what it shows. Readers skip tables that have no context.
- Monthly report? Make it a recurring to-do: forward the new workbook each month and get the Word report back.
Excel to Word converter: FAQ
- How do I convert an Excel sheet to a Word table? Attach the file and name the sheet or range. Your agent builds an editable Word table that fits the page and keeps your number formats.
- Will the table be linked to my Excel file? No. It is a normal Word table with the values. Send the updated workbook to regenerate the report when numbers change.
- Can I keep my Excel charts? Yes. Existing charts can be recreated from the data, or your agent can make new ones.
- Can it write the text of the report too? Yes. It can write a summary of the main numbers. Check the wording before you send it out.
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