#1
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Trying to make several lists in Word, from data in Excel.
I have a staff of about 20 people at a time. We work on rotating contracts, so there can be several new people each week, and several people leaving. There are a few checklists, phone lists, signups, etc, that all have to be made new each week to reflect the current 20 people on staff. I have been doing this manually, but I figure that there's got to be a better way.
I've made up the list in Excel, separated into columns that cover all the various data that are required on the individual pages. I'd like to make up some "template" type Word documents, that auto-populate with the relevant information when I open them, based on what's currently in the Excel document. Specifically, the phone list would pull their First Name, Last Name, Title, and, Extension Number. The weekly safety review sheet would pull their First Name, Last Name, Job Code, Employee ID number, etc. Is there a way to get Word to make it so that each line of the table is considered a different "mailing label" or something like that? Thanks! ~Joe |
#2
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Just to clarify, I've tried to put the <name> field separately in each line, but I just get a sheet with a list of 20 of the same name, etc.
I want each line of the Word table to show a different person, but have the whole list on one printable page. Thanks! |
#3
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I'm not sure this is a job for mailmerge. If the data are always at the same locations in Excel, you may be able to get the desired results by copying those cells and pasting them into Word using Paste Special with the 'paste link' option and the format of your choice. That way, whenever the Excel data are updated, the Word data too will update. This could used in templates and/or static documents. The only caveat is that you'll need to break the links if you create documents where it's important that the data remain static, so as to reflect the state of the data at a particular time.
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
#4
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Hi Paul,
Thanks for the response. I figured mailmerge would work because it's the only similar thing I've ever done between the two programs, but if pasting the cell as a link might work, then I'll give your suggestion a try. Thanks! |
#5
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Just to update on the topic, I ended up just recreating the documents in separate tabs of a single Excel file. I then just referenced a single "master list" file of names, etc, from those separate documents and achieved pretty much the effect I was going for.
Thanks for the input! Cheers! Joe |
Tags |
list, mailmerge |
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