Hi Folks,

I've been a member of the excelforum for many years and am quite comfortable with excel Macros. However, I'm trying to learn Word Macros as I think this will take me to another level.

THE CHALLENGE

I'm trying to create a standardised report that will use data from 1 or several excel sources. The source data location will be the same from each workbook.

Ideally, I'd open a template and, through a navigation window, select the data sources, and it would generate the report ready for the user to edit as required.

At the end of the process the user will only be able to 'Save As' with a suggested filename e.g. "Project Name - SnapShot Review.doc"

I've attempted to mock up the output that I'd like to achieve (with various comments re source files etc.)

Where I have mentioned "Standard Paragraphs" these can be included in the template. It's only the variables that are sourced from the excel workbooks.

If some of the requirements (e.g. sorting the table) cannot be achieved, that's fine.

If someone's able to do this for me, I'd be extremely grateful if they could also comment the code so I can understand what's happening within each element. (Hopefully, that'll save me having to keep coming back and, if I get good enough, help others).

Many thanks for your time and please don't hesitate to get in touch if you need clarification.

Kindest Regards,

Terry (MagicMan)

Attached Files

Snapshot view mock up.docx (84.6 KB, 13 views)

Since it appears it's only the link paths that vary, you could adapt the macro attached to https://www.msofficeforums.com/word/...nal-files.html. I suspect the adaptation required would be little more than inserting the macro into the template your documents are created from (rather than into the documents themselves) and changing its name, so it doesn't run automatically when those documents are opened.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]