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TRIXIE24408344
Inspiring
January 27, 2023
Answered

Looking for course Indesign / Excel automation

  • January 27, 2023
  • 4 replies
  • 764 views

Hi!

 

I'm used to working with InDesign, but have never tried to import from Excel etc. Now, I'm looking to find a decent (preferably recent) course to learn how to automate InDesign/Excel, in order to make catalogues, price lists, etc... (With still a good looking design according to a specific brand style!)

 

Anyone any tips? Thanks a bunch!

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Correct answer TRIXIE24408344

Hey Steve,

 

Thanks for that, however I don't think using anything in pdf will help... It would be to make a catalogue of products, for example, with all the technical info coming from an excel file. So I'd want to make a good looking layout, where I don't have to type out all the technical specs of all the products in order to delete the 'human error' part... Also meaning, I guess, that if afterwards they make changes to that Excel file, it might be updated automatically in indesign too? Not sure if that's possible? But that's why I thought maybe a whole course would help: that way I'd know I haven't missed out on anything. YouTube is always a good way to go, but only when you know what to look for and/or what's possible.

4 replies

Eric Dumas
Community Expert
Eric DumasCommunity Expert
Community Expert
January 28, 2023

Hi,

You have 2 Approches here:

  1. Import Excel file : that means you end up with a table that runs on 1 or multiple pages, you can set the format using Table style that contains cell styles that contain Character and Pragraph style to 'automate' your formatting.
  2. For a more 'stylish' approach you can use a Data Merge (Window menu > Utilities > Data Merge) which operates like a Mail Merge in Word. You export the data as CSV, connect the CSV to the Data Merge window to display the column headers names <<Name>>. Then, design and format text frames to create the layout of each entry (row in Excel), drag-drop each <<Name>> in the correct place, then Preview/Create the Merge. More at Merge data to create form letters, envelopes, or mailing labels in Adobe InDesign
Steve Werner
Community Expert
Steve WernerCommunity Expert
Community Expert
January 28, 2023

I agree with Eric. He explained and gave links on the Data Merge approach.

 

More commonly, you would use the File > Place command to import the Excel spreadsheet data. I know of no courses on the method, but if you do a Google search on "indesign import excel spreadsheet," you'll see several tutorials and links.

 

However, that will not import Excel charts. If you needed to do that, here's a suggestion from David Blatner, who has written many books about InDesign:

  • Try getting a PDF out of the program. Typically, you can do this via the Print dialog box. If you have Acrobat Pro, you can print to the “Acrobat PDF” printer.
  • If the PDF doesn’t work for some reason, then try opening that PDF file in Illustrator, tweaking it as necessary, and then saving as AI or PDF again.
  • If that isn’t working for some reason, then open the PDF in Photoshop. However, this will definitely rasterize the artwork (turn it into pixels), which may or may not be okay, depending on the image/text.
T
TRIXIE24408344AuthorCorrect answer
Inspiring
January 31, 2023

Hey Steve,

 

Thanks for that, however I don't think using anything in pdf will help... It would be to make a catalogue of products, for example, with all the technical info coming from an excel file. So I'd want to make a good looking layout, where I don't have to type out all the technical specs of all the products in order to delete the 'human error' part... Also meaning, I guess, that if afterwards they make changes to that Excel file, it might be updated automatically in indesign too? Not sure if that's possible? But that's why I thought maybe a whole course would help: that way I'd know I haven't missed out on anything. YouTube is always a good way to go, but only when you know what to look for and/or what's possible.

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