Before beginning, confirm that you have created a copied worksheet, prepped, and merged fields and tables in the respective documents.
In order for this function to work, the software requires you to highlight and copy the original section in your report. For example, if attempting to merge data from a second Land Grid, you would need to highlight and copy the areas in your report that contain fields from the Land Grid; whatever you copy here (whether the whole section or a segment) is what will provide the framework for the second worksheet's data.
1. Select Navigate from the N1 Ribbon
Begin by clicking the Navigate function from the N1 Ribbon in Excel. The Navigate function provides an organized view of your document's header sections, thus making it easy to select an entire section as necessary to use the Paste Text and Map Fields and Tables tool.
2. Find the Desired Header Section, right-click, and select Select Heading and Content
In the Navigate list, search for the header section that contains the content area of the worksheet you are trying to merge.
For example, if you are trying to copy a second Land Grid worksheet, you would look for the Sales Comparison Approach - Land Valuation header.
Once you've located the corresponding header, right-click on it and select Select Heading and Content.
3. Hold CTRL + C on Your Keyboard
If done correctly, the previous step should have resulted in the targeted section's text becoming highlighted. Go ahead and hold CTRL + C on your keyboard to copy the whole section to your clipboard.
|
Remember: |
Whatever you copy is what will exist after you merge your second worksheet. Whether you copy a whole section or a fragment of a section will determine what is present once you paste your second worksheet in. |
Now, simply find an area of your document where you wish to place your new section, and left-click to place your cursor.
4. Click Paste Text and Map Fields and Tables, Select Your Worksheet
Finally, click Paste Text and Map Fields and Tables from the N1 Ribbon. You may be prompted to select an Excel file to merge with: simply select the one storing the second worksheet.
Once the Paste Text and Map Fields and Tables window opens, select the second worksheet from the immediate drop-down, and click Paste.
|
Note: |
This process can be repeated for reports that require more than two grids. However, ensure that you are copying fields from the original (the first) section of your report in every instance. |