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Old 12-08-2008, 05:37 PM
hotlilshan hotlilshan is offline
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Populate cells in Word from a database
 
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Exclamation Populate cells in Word from a database


I'm using MS Word 2007 to create a simple "billing statement". What I would like to do is to be able to select an "organization" name from a pull down menu, and depending on that choice, other cells in the WORD document would populate according to a database of my clients information. I'm guessing this database would come from Excel (which I could make if so). For now, I have a few "drop down lists" for certain fields, but I would prefer to have predefined cells populate according to a database. A graphical example is at http://www.shan-dysigns.com/billing.jpg

I would like the drop down menu "organization" to populate the fields with circles.
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Old 12-09-2008, 02:11 AM
caholmes caholmes is offline Populate cells in Word from a database Windows Vista Populate cells in Word from a database Office 2007
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Hi hotlilshan, can I ask why are you using word 2007 for you invoicing? MS Word is certainly not the application for this. Either use MS Excel for a simple invoice and populate the information using vlookups or use the correct tool for the job.....Access.
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Old 12-09-2008, 10:15 AM
hotlilshan hotlilshan is offline
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Populate cells in Word from a database
 
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I'm sure MS Word isn't even close to the proper app to use for invoicing, but in the beginning, I didn't need anything extravagant. At the time, I just wanted to have something on paper to show who I billed and what I billed them. My business has grown quite a bit since then, and I've constantly battled with which way I should go in order to create a real business invoicing environment (without having to spend too much time dealing with it) - that's why I chose Word in the beginning because I don't want to take too much time outside of my actual work just to set up a billing environment. I had originally created a bill in Excel and ended up pasting it into Word, and have always stuck with Word from then on. I will try Excel again... thanks
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Old 12-09-2008, 01:51 PM
caholmes caholmes is offline Populate cells in Word from a database Windows Vista Populate cells in Word from a database Office 2007
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Default Excel is still not the best solution

Excel will get you half way there. You should be aiming to access for the future. It's designed to work with historical data with excellent reporting and security features in a multiuser environment.
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