Singlepane for Office — User Guide

Word & PowerPoint add-in

Singlepane for Office puts live hotel data into your documents and decks. You type placeholder tags like <<Total Revenue>> into your slides or pages, connect each tag to a Singlepane data query, and refresh every number in one click — no more copy-pasting from reports.

Works the same way in Word and PowerPoint. The few differences are called out along the way.

1. Open the add-in

1. Install Singlepane for Office from Microsoft AppSource (in Word or PowerPoint: Home → Add-ins, search for "Singlepane"), or follow the install link from your Singlepane account representative.

2. Open your document or presentation.

3. On the Home ribbon, click the Singlepane button. The task pane opens on the right.

2. Sign in

1. Enter your Singlepane email and password and click Sign In.

2. If your account uses MFA, choose Authenticator App or SMS, then enter the code.

3. You stay signed in between sessions on the same computer.

3. Quick start — your first live number

1. Type a tag where you want a number to appear. On a slide or in your document, type a variable name inside double angle brackets, e.g.:

   Total revenue for the month was <<Total Revenue>>.

2. Scan. In the task pane, click Scan Slides (PowerPoint) or Scan Document (Word). The add-in finds your tags and lists any that aren't defined yet under Variables.

3. Define the variable. Click the undefined variable, then fill in what data it should pull (see Variable types below). For example, a Financials query: hotel code(s), USALI account, month, year, and version (Actual, Budget, ...). Click Save.

4. Refresh. Click Refresh at the top of the pane. Your tag is replaced with the live value. Flip the Tags / Values toggle any time to switch between seeing the tag names and the actual numbers.

That's the whole loop: type tags → scan → define → refresh.

4. Global variables

Globals are shared inputs — like Month, Year, or a Hotel Code — that your data queries can reference. Define them once, and next month you change one value instead of editing every variable.

1. In the Global Variables section, click Add Global.

2. Give it a name (e.g. Month), a value type (month, year, number, text, or date), and a value (e.g. Jun).

3. Reference it inside any query field with single curly braces: {Month}, {Year}, {Hotel Code}.

Monthly workflow: change Month from Jun to Jul, click Refresh, and every number in the deck updates.

Globals can also be used directly on slides/pages as tags — <<Month>> <<Year>> renders as "June 2026".

5. Variable types

Click Add Variable (or click an undefined variable after a scan). Every variable has a Name — that's what you type inside <<...>> — and a Kind:

Query — pulls data from Singlepane

Choose a query type:

Query type	What it returns	Key fields
Financials	P&L values (actuals, budgets, forecasts)	Hotel code(s), USALI account, Month, Year, Version
STR	STR / comp-set data (Occ, ADR, RevPAR, indexes)	Hotel code, Date, Aggregate type (day, month, YTD, ...), Metric, Subject/Compset, Segment
OTB	On-the-books / pace data	Hotel code, Stay date, This year vs. last year, Metric, Segment, As-of date
Interest rate	Benchmark rates	SOFR / SONIA / T10YR, Date

Tips:

• Every field accepts either a literal value (2026, Jun, ABC) or a global in curly braces ({Year}, {Month}, {Hotel Code}).

• Financials Hotel code(s) takes a comma-separated list — and the special value ALL means your entire portfolio, aggregated.

• For STR, match the date to the aggregate type: a month-end date for month/YTD/ running totals, a Saturday for week-based types.

Computed — math on other variables

Enter an expression that references other variables by name:

(Actual Rev - Budget Rev) / Budget Rev

Supports + - * / ( ). Great for variances and percentages.

Global

Same as adding one from the Global Variables section.

6. Formatting your numbers

Add formatters to any tag with a pipe (|). Chain more than one; they apply left to right.

Formatter	Example output
number:2	1,234,567.89
currency:USD,0	$1,234,568
percent:1	12.3% (input is a ratio, e.g. 0.123)
abbrev:1,$	$1.2M
abbrev:0,$	$44K
words	one million two hundred thousand
words:approx	one point two million
date:MMMM YYYY	July 2026
monthlong / monthshort	Jun ↔ June
upper / lower / capitalize	text casing
sign	+1,234 (prefixes positives)
paren	(1,234) for negatives
abs	absolute value
updown	"up" / "down" / "flat" by sign
updown:higher,lower	custom direction words

Examples:

<<Total Revenue | abbrev:1,$>>          →  $1.2M
<<Occupancy | percent:1>>               →  72.4%
RevPAR was <<RevPAR Var | updown>> <<RevPAR Var | abs | abbrev:1,$>> vs last year.
                                        →  RevPAR was down $1.2M vs last year.

The full list is always available in the pane under Formatting reference.

7. The top bar: Tags/Values, Auto, Refresh

• Tags / Values toggle — switch the whole document between showing tag names (<<Total Revenue | abbrev:1,$>>) and live values ($1.2M). Use Tags view while building, Values view for presenting.

• Auto — when on, the document refreshes automatically whenever you change a variable or global.

• Refresh — re-runs every query and updates every tagged location in place.

8. Usages

The Usages section lists every text box, paragraph, and table cell that contains tags (found by the last scan). Each stays linked to its variables, so Refresh and the Tags/Values toggle update it in place. If you add new tags to the document, run Scan Slides / Scan Document again to pick them up.

9. Reusing variables in another document

Built a deck with 30 variables and want the same setup in next month's report or a Word memo?

1. In the source document: Advanced → Export Variables and copy the JSON.

2. In the new document: Advanced → Import Variables and paste. Variables whose names already exist are skipped.

3. Type your tags (or reuse a copy of the document), scan, and refresh.

Exports work across hosts — variables exported from PowerPoint import into Word and vice versa.

10. Finalizing — sending a static copy

Advanced → Finalize (Remove Bindings) renders all current values as plain text and strips every Singlepane variable and binding from the file. Use it when you want to send a recipient a clean, static copy.

⚠️ Finalize is not reversible — save a copy of the live version first. The add-in reminds you before it proceeds.

11. Word vs. PowerPoint notes

	PowerPoint	Word
Scan button	Scan Slides	Scan Document
Tags work in	Text boxes and table cells	Paragraphs and table cells
Usages listed by	Slide number	Document location

PowerPoint only: table placeholders require a recent version of PowerPoint. If yours is older, the pane shows a notice — text placeholders still work fully.

12. Tips & troubleshooting

• A tag shows as undefined after scanning — the tag name must match the variable name exactly (spacing and spelling; case doesn't need to match).

• A value looks wrong — open the variable and check Month/Year/Version, and that any {Global} it references has the value you expect. Then Refresh.

• New tags aren't updating — run Scan again; Refresh only updates locations found by the last scan.

• Signed in but no data — your account may not have add-in access yet; contact your Singlepane account representative.

• Log out — Advanced → Logout.

Questions? Contact your Singlepane account representative or visit www.singlepaneapp.com.