All of those issues can be addressed without much difficulty. Before proceeding, though, we'd need to see what your desired document should look like and what the data are.



Without actually seeing the document & data, it would be difficult for anyone to devise a solution. Can you attach the document & data to a post with some representative data (delete anything sensitive)? You do this via the paperclip symbol on the 'Go Advanced' tab at the bottom of this screen.

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

Of course. I've attached a Word template and an Excel source workbook, which I tried to make self-explanatory. The structure is a bit different than I described in my original post, but not much. (Note that the occurrences of "[ADD OR REMOVE AS NEEDED]" or "[INSERT CUSTOM TEXT]" in some of the cells in the workbook are not meant as placeholders for me, but rather are to literally feed that way into the output portion of the template, to later be edited by the user.)

Thanks again so much for your help!

Attached Files

	BH BP Test Template.dotm (152.7 KB, 38 views)
	BH BP TestData Source.xltx (18.3 KB, 33 views)