Yes, with some limitations. Apsona does not support embedding dynamic Apsona Charts or Dashboard components directly into Word Merge templates. However, Excel Merge can be used to create chart-based reports by leveraging charts that are pre-built within the Excel template.
In an Excel Merge:
- Top-level record information can be included using single-value merge fields.
- Related-record (sublist-style) data can be included using replicated sections.
- Both top-level and related-record data can exist within the same worksheet.
- Charts created in the Excel template can reference the merged data ranges.
- When the merge is generated, the charts automatically update based on the merged data.
Recommended Approach:
For reports that require charts along with both parent record information and related-record details, use Excel Merge. This approach supports:
- Dynamic chart updates
- Top-level record fields
- Related-record (sublist) data
- Consolidated reporting within a single Excel output