#1
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Need guidance on creating special use table
Hello to everyone. I am fairly new here.
I need to create a table which is actually more of a database, and I want to create it in Word. The purpose of the database is to summarize information about different clients where the data will eventually be cut and pasted from the table at a later time into another application that uses the data. This cannot be done via a mail merge and I will have to cut and paste. Database linking of any kind will also not be a viable option. Ideally, each record should contain a row for each client. One of the columns should be the full address which includes street, suite number, city, state and zipcode and this address should appear as it would look in a letter or a mailing envelope. I cannot have a typical setup where the city, state, etc are each in separate cells. I will need other columns to show similar information. Any assistance with this little project will be greatly appreciated. Thank you. |
#2
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Hi bookbean,
You really haven't told us enough about your data or what you want to do with them for anyone to give specific advice. What particular issues are you having? Also, despite your concerns about having separate cells for the city, state, etc, that is exactly how I would recommend setting up your data - preferably in Excel (though a Word table could be used). With the data at such a granular level, you can then easily use Word's mailmerge tools (or Excel's own functions) to reformat the data for different kinds of output (including tables with "the full address which includes street, suite number, city, state and zipcode ... as it would look in a letter or a mailing envelope"). As for "I will have to cut and paste", that largely depends on how the data are presently organised. Depending on what you now have, some or all of the compilation might be possible with a macro.
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
#3
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Thank you for replying. You're correct that I need to provide a bit more information. Hopefully the screen shot that I took using the Sniping Tool will help. It is attached as "SmartPractice.jpg"
The program that I am using is a Thomson Reuter's product called PPC's SMART Practice Aids. It is a TR proprietary SQL program that cannot be modified. It is used to perform financial audits. The program works in conjunction with other TR programs and is intended to "walk through" the audit process and simplfy the completion of other templated Word and Excel forms. There is no way to link into these fields and the only way to get data into them (other than cut and paste) is simply to type in the requested information. So if you look at the screen shot, you will see in the center of the screen below item "1. General Information", a box labeled CIRA'S address: That is where I would want to enter in the complete mailing address. I am not showing every possible type of form, but the number of them is significant and it is not uncommon to have a box where you will want more than just a single piece of data from a record, such as a zipcode. I am very familiar with Excel, but I thought that Word might be the better way to go with this form. As I need to go through this process for multiple clients, I thought that it would be easier if all of the information was in one database. The SMART program will actually fill in the Word templates (which are also proprietary by TR). I am simply trying to gather all of my various clients responses into one database so that I can fill out these forms in one sitting as it takes time to open and close these applications. I hope that I have done this justice in explaining it. Thanks once again. BTW, just in case you want to know what "CIRA" means, it stands for Common Interest Realty Associations. These include condominiums, homeowners associations, master associations, timeshares, etc. Fun stuff |
#4
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Hi bookbean,
In that case, what I understand is that you want to be able to take, say, a complete address from Word or Excel and paste it into the CIRA panel. That's fine and can easily be accomodated with the process I outlined. Indeed, if you use Excel, the same workbook can generate multiple output layouts (on the same or different worksheets) for whatever screen inputs you might require.
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
Tags |
database, table |
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