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  #1  
Old 09-03-2018, 03:55 AM
Flyckten Flyckten is offline Word form with the intent of Excel export Windows 10 Word form with the intent of Excel export Office 2016
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Question Word form with the intent of Excel export

Hi,

This question is broad and there is definitely multiple solutions. However, here goes:

I am working with requirements specification for both hardware and software. The way we structure these is a bit depending on the project but in general we like to have the following things in each requirement:
  • Number - Now using word header at level 4


  • Type - Represents different levels of the requirement. Eg. Must/want/Present. Today we specify this in the header like this: (Want)
  • Requirement - A text containing the actual requirement. Sometimes contains subrequirements in a list.
  • Comment - A subheader (level 5) with text giving some backgrounds or information to the requirement to help understand why this requirement is stated.
  • Present - Also a subheader (level 5) with text of what we want presented. Sometimes it is necessary to specify what we want the bidders to present, even if its a Must/Want-requirement.

All this is inserted in a word document along with a simplified excel-sheet where the bidders are supposed to out answer. It is made in excel due to the answers result in points and is later used for evaluation purposes. Since the word document sometimes contains a few hundred requirements the work to create excel sheets are somewhat time consuming even if the process is half automated and there is alot of proofreading and corrections to be done. There is also the risk of misses in the editing when having the information in two places.

Now to my actual question. Is there anyone with a good idea (or a template) on how this could be structured or made in a better way to ease the process? I have been thinking of making forms of the requirements and adding editable fields, locking everything else and then doing some VBA to generate an "evaluation report". Not knowing all the capabilites of exporting word-forms and the controllability of it, I'd like some pointers if that would be a good idea before starting up a building it. Basically, any pointers from GURUs in this community is extremely appriciated.
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  #2  
Old 09-03-2018, 04:11 AM
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gmayor gmayor is offline Word form with the intent of Excel export Windows 10 Word form with the intent of Excel export Office 2016
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The data from Word forms may be exported to Excel - see
http://www.gmayor.com/ExtractDataFromForms.htm


I would recommend the use of content controls to collect the data to which end you might find https://www.gmayor.com/insert_content_control_addin.htm useful.


I will leave it to you to determine what information is required to be input into the form.
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  #3  
Old 09-03-2018, 04:21 AM
Flyckten Flyckten is offline Word form with the intent of Excel export Windows 10 Word form with the intent of Excel export Office 2016
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Seems like it would be a good idea to use the form/content control-export method.

How could I handle the numbering in a good way?

Since headers level 1,2,3 is for structure it is nice to have the numbering synchronized with that. Any ideas?
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Old 09-03-2018, 04:44 AM
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macropod macropod is offline Word form with the intent of Excel export Windows 7 64bit Word form with the intent of Excel export Office 2010 32bit
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Quote:
Originally Posted by Flyckten View Post
All this is inserted in a word document along with a simplified excel-sheet where the bidders are supposed to out answer. It is made in excel due to the answers result in points and is later used for evaluation purposes.
Quite unnecessary, since Word can also do quite complex calculations using formfields & field coding, for example.
To see how to do a wide range of calculations in Word, check out my Microsoft Word Field Maths Tutorial: https://www.msofficeforums.com/word/...-tutorial.html
For a demo of what can be done in the realm of point calculations, see: https://www.msofficeforums.com/word/...html#post74823
And, for date calculations, should you need them, check out my Microsoft Word Date Calculation Tutorial: https://www.msofficeforums.com/word/...-tutorial.html
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Old 09-03-2018, 05:11 AM
Flyckten Flyckten is offline Word form with the intent of Excel export Windows 10 Word form with the intent of Excel export Office 2016
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Quote:
Originally Posted by macropod View Post
Quite unnecessary, since Word can also do quite complex calculations using formfields & field coding, for example.
To see how to do a wide range of calculations in Word, check out my Microsoft Word Field Maths Tutorial: https://www.msofficeforums.com/word/...-tutorial.html
For a demo of what can be done in the realm of point calculations, see: https://www.msofficeforums.com/word/...html#post74823
And, for date calculations, should you need them, check out my Microsoft Word Date Calculation Tutorial: https://www.msofficeforums.com/word/...-tutorial.html
Seems like a good way when you only have some fields that needs to be added. When working with 3-400 requirements that needs to be summarized it seems to be easier to use excel, instead of using a field code similar to: {={DropDownReq1}+{DropDownReq2}+{DropDownReq3}+... +{DropDownReq400}}

Or is there any great summary formulas that I missed?
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Old 09-03-2018, 05:34 AM
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macropod macropod is offline Word form with the intent of Excel export Windows 7 64bit Word form with the intent of Excel export Office 2010 32bit
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Whether you actually need to use such complexity really depends on how your document is structured. If these formfields are in single column in a table (or even across multiple tables in which the column varies from table to table), for example, all you need is a relatively simple formula field to sum the relevant table/column values.
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