How to create a letter in word from Excel

[Julia1989]

Hi,
I created a calculation tool in Excel where you only have to enter a personal ID number and it loads all employee information in the excel file and calculates specific parameters. Now, I have Word letter templates in which I would like to automatically fill the information from the Excel file. I don't think a serial letter would be appropriate because this will be always just for one employee. So I calculate something for an employee at the end of the month and afterwards I would like to have the letter. How do I get the information from the Excel file into the letter in word? I will attach an excel file to demonstrate what I would like to achieve.
From this Excel I would like to transfer some of the numbers to a word template. What would you recommend to do here?
Thanks a lot for your help


Regards

[macropod]

Even though it's designed for mass-production, you could use mailmerge for this. Simply do the normal mailmerge setup then, each time you want to produce a letter, open the mailmerge main document and 'finish' the merge. You would need to change the format of the worksheet used for the mailmerge, though, so that it has each 'ouput' field in different columns on the same row.

The alternative is to use linking. However, unless you unlink the linked data each time you create a new letter, any saved document of that letter will retain the links - which will reset to the current worksheet values anytime you open the document.

[Julia1989]

ok, thanks! I started with linking now but I didn't think about the fact that the links stay. Can't I tell the word document with a macro or so to copy/paste only the content without the link after the document is finished?

[macropod]

Yes, you could use a macro to unlink the fields, but then you need to remember to: a) run the macro; then b) save the new document with a different filename. With a mailmerge, a new document is created automatically so you have little risk of overwriting the mailmerge main document.

[Julia1989]

Thank you! I will try it