By default, when you export an Excel table to Word, all rows are included. With the table filter feature you can limit the export to only the rows that match a specific value, so each Word document gets exactly the data it needs.
macOS note: Table export is a Windows-only feature and is not supported on macOS.
Syntax #
In your export table, instead of just entering the table name, add a filter
rule using the pipe character |:
TableName|ColumnToFilter|ValueToMatch
| Part | Description | Example |
|---|---|---|
| TableName | The exact name of your Excel table | tblOrders |
| ColumnToFilter | The column header to filter on | Region |
| ValueToMatch | Only rows with this value are exported | North or {{Region}} |
The column name must match the header in your Excel table exactly, including capitalisation and spaces.
Fixed vs. Dynamic filter value #
Fixed value: always filters for the same thing:
tblOrders|Region|North
Dynamic value: uses another placeholder from the same export row. Wrap the placeholder name in double curly braces:
tblOrders|Region|{{Region}}
With the dynamic version, each row in your export table automatically applies its own filter. One syntax line handles every case. No need to write a separate entry per value.
What happens if no rows match? #
If the filter finds no matching rows, the table bookmark in the Word document is skipped: nothing is inserted and no error is shown. The rest of the document exports normally.
Quick reference #
| Cell value | Result |
|---|---|
tblOrders |
Exports all rows. No filter applied |
tblOrders|Region|North |
Exports only rows where Region = North |
tblOrders|Region|{{Region}} |
Exports only rows matching the Region value from the same export row |
