About Board Word Add-in

This section is about the Board Word Add-in, its options and settings, and how to use the Board Word Add-in.

After installing and establishing a connection to Board, you can now successfully use the Board Word Add-in.

Under the "Board" tab in an Work document, you will find the following available sections and options in the menu:

  • Board Connection
    • Connect/Disconnect. Connect to or disconnect from Board. To set the connection, follow the instructions in the Board Add-ins installation section
  • Selection
    • Select. Add a Selection to your Word document to apply to all Objects within it
  • Board Toolbox
    • Dataview. Add a Data View Object and configure its Layout

    • Chart. Add a Chart Object and configure its Layout, the same as a Chart in PowerPoint Add-in

    • Cockpit. Add a Cockpit by configuring its Layout, the same as a Cockpit in PowerPoint Add-in

    • BubbleChart. Add a Bubble Chart Object by configuring its Layout, the same as a BubbleChart in PowerPoint Add-in

    • Heatmap. Add a Heatmap Object by configuring its Layout, the same as a Heatmap in PowerPoint Add-in

    • Treemap. Add a Treemap Object by configuring its Layout, the same as a Treemap in PowerPoint Add-in

    • Field. Add a single data point Field by configuring its Layout

  • Edit Object
    • Edit. Edit the already configured Object after it is selected in the Word document
  • Refresh
    • Refresh. Refresh the page, which will update data based on its configuration and connection to a Data model from within Board
  • Options
    • Add-in Settings. Access the Board Office Add-in settings. Read about the Add-in settings, which are the same within any of the available Office Add-in applications