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Old 03-09-2022, 12:21 PM
kilroyscarnival kilroyscarnival is offline Windows 10 Office 2019
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Quote:
Originally Posted by parisfranco View Post
I have standarized report document besed on user data, DOB, name, last name etc.
Based of the users day of birth I create the report for him which is 80 pages long.

I have basically 9 different documents for each day of birth 1-9

So each birth day has different text but it takes me like 30 minutes to put everything together instead of few minutes dong it programatically by inserting required text based on user DOB name and Last name.

So how to make this dynamic document. There is no real tutorial on the web that I could find. I would like to speed up my work

Thank you
I'm trying to picture what your document looks like. Do you mean you just need to personalize a standard document by inserting the person's name, date of birth, and so forth in specific places, or do you mean you would or wouldn't have whole sections based on a variable?

I'm not sure what you mean by each day of birth 1 through 9. One through 7 I would understand, meaning days of the week. One through 31, day within a month.

If you're only inserting a few variables into an otherwise standard report, then I suggest you consider using a mail merge. You would put your variables (the stuff that will be customized with each document) into a table in an Excel spreadsheet. Then you'd use Word's mail merge setup to insert fields into your existing document where those details will be inserted. There are some good Word mail merge tutorials on YouTube; most will be showing you how to merge for the purpose of multiple short items like form letters or invoices, but you can use the same technique for one.

Other methods could include using document fields within Word to help you insert the same information over and over (for example, if you wanted to repeat the subject's first name over and over again) but get a little clunky to insert a handful of different variables, then change them for the next use.

I mentioned some of this in this other answer on this forum, including some links to some videos and reference docs : https://www.msofficeforums.com/165252-post2.html

If you are really talking about inserting or not inserting whole sections into your document based on date of birth criteria, then you might want to look into keeping each section in a separate Word file and merge them. You could then write macros/VBA that would insert segments 1, 4, 7, 11. This shows a simple way of doing the combining: https://www.youtube.com/watch?v=zLNlRlvaU2w

I'm not sure whether you are talking about having one of nine different basic document types, or whether each document gets highly customized and personalized.

Best,

Ann
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