Create a Multi-Quote Summary Table in Word

Users are able to consolidate variables across multiple quote files by:

• Summing a variable (if Variable Type = Numeric) or
• Taking the first instance of a variable (if Variable Type = Text)

Users can also push quote file-specific variables to a table in the primary quote file that can in turn be pushed to a Word output. Users can also push quote file-specific variables to a table in an Excel output.

Use this feature to create a table that summarizes the site name and total sell price for each site.

Quote file-specific variables can be pushed to the primary quote file by defining variables as a MultiRow variable type in the Multi Quote Variables table.

This enables a single SourceVariable and TargetRange for a multi-row table, and that table will automatically fill in all subsequent (unprotected) rows in the table for a multi-quote output, with one row for each quote file.

This functionality makes it easy to create tables that summarize data across multiple quote files for multi-quote outputs. After setting up the first row of a table with the required target named ranges, simply insert enough rows (with unprotected cells in the columns where the target named ranges are located) to accommodate the maximum number of quote files that users might consolidate into a multi-quote output.

To consolidate the site name and total sell price for each site into a table in the primary quote file, the AM might:

• Create variables for the site description and total sell price on the Base Info tab called &MultiSiteDescription& and &MultiSiteSell&.
• Add the variables to the “Multi Quote Variables” table, along with a Target Range for each variable

Create a table of cells on any SDA tab (perhaps a Multi-Site Summary tab that users bring into the primary quote file) with:

• First row containing the “titles” of the column, for instance Site Description and Total Sell.
• A second row (of unprotected cells) containing the named ranges listed in the Target Range column from the Multi Quote Variables table.
  • Highlight the first cell of the second row and type MSDescription in Excel’s Name Box
  • Click Enter
  • Highlight the second cell of the second row and type MSSell in Excel’s Name Box
  • Click Enter
• Insert enough unprotected rows below the second row to accommodate the maximum number of quote files that the users might need to consolidate. Make sure to unprotect the cells so that SDA is able to insert the data.
• Highlight the cells in the table and define the name of the range (in Excel’s Name Box).  In this example, let’s name the range as MultiSiteSummary.
• Create a reference in the tab’s DocSections range to the MultiSiteSummary named-range table (so that the table can be configured to be generated as part of a Word output) as follows:

• Create a reference (Object Type = “External”) to the MultiSiteSummary doc section in Section Manager of the document library so that SDA know where to place the table in the output Word document.

For a 3-site proposal, only the first three data rows will be pushed to the Word output because the rest of the data rows have blank values in the first column.

Return to Multi-Quote Variable Section