Examples

Use Case 1: Calculate total revenue

Sum opportunity amounts and display the result in a summary cell.

Example data:

{
    Accounts: [
        {
            Name: "Account 1",
            Opportunities: [
                { Amount: 5000 },
                { Amount: 7000 }
            ]
        },
        {
            Name: "Account 2",
            Opportunities: [
                { Amount: 2000 },
                { Amount: 1000 }
            ]
        }
    ]
}

Template Document:

Output:

Use Case 2: Summarize product familes

Create an array of product family summaries for an account.

Example data:

{
    "Account": {
      "Name": "Globex Corporation",
        "Subscriptions": [
            {
                "ProductFamily": "Analytics",
                "ProductName": "InsightPro",
                "ARR": 120000,
                "RenewalDate": "2026-03-31"
            },
            {
                "ProductFamily": "Collaboration",
                "ProductName": "TeamHub",
                "ARR": 45000,
                "RenewalDate": "2026-03-31"
            },
            {
                "ProductFamily": "Analytics",
                "ProductName": "InsightPro AI",
                "ARR": 60000,
                "RenewalDate": "2026-03-31"
            }
        ],
        "Cases": [
            {
              "CaseNumber": "00051024",
                "Severity": "High",
                "ProductFamily": "Analytics"
            },
            {
              "CaseNumber": "00051055",
                "Severity": "Medium",
                "ProductFamily": "Collaboration"
            },
            {
              "CaseNumber": "00051078",
                "Severity": "Low",
                "ProductFamily": "Analytics"
            }
        ]
    }
}

EXEC Tag Value:

{#!
// Assume Account is in scope
const familyMap = {};

// Step 1: Initialize summaries from subscriptions
for (const sub of Account.Subscriptions) {
  if (!familyMap[sub.ProductFamily]) {
    familyMap[sub.ProductFamily] = {
      ProductFamily: sub.ProductFamily,
      TotalARR: 0,
      MostRecentRenewalDate: null,
      LowCaseCount: 0,
      MediumCaseCount: 0,
      HighCaseCount: 0
    };
  }

  const summary = familyMap[sub.ProductFamily];

  // Add ARR
  summary.TotalARR += sub.ARR;

  // Update most recent renewal date
  const renewal = new Date(sub.RenewalDate);
  if (
    !summary.MostRecentRenewalDate ||
    renewal > new Date(summary.MostRecentRenewalDate)
  ) {
    summary.MostRecentRenewalDate = sub.RenewalDate;
  }
}

// Step 2: Tally case severities
for (const c of Account.Cases) {
  const summary = familyMap[c.ProductFamily];
  if (!summary) continue; // skip if no subscription for this family

  if (c.Severity === "Low") summary.LowCaseCount++;
  if (c.Severity === "Medium") summary.MediumCaseCount++;
  if (c.Severity === "High") summary.HighCaseCount++;
}

// Step 3: Convert map to array
const productFamilySummaries = Object.values(familyMap);
#}

Template Document:

Output:

Notes

• If an EXEC tag is the only thing in a cell, then that cell's whole row will be deleted.
• Any variable defined in an EXEC tag can be used as a merge field in an INS tag later in the workbook.
• Variables defined in one sheet can be used in other sheets.

Next Steps

• About EXEC

• EXEC in Word

• EXEC in PowerPoint

• EXEC in PDF