#1
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MS Word and Excel Data Link
In my job I prepare bid packets which contain multiple documents (12-18 different word documents) which must be filled in with the same data. I was tired of opening each document, filling in each blank with the correct information and ensuring I have the correct information in each document. I created a master folder which contained all these documents and a single excel spreadsheet I titled "Bid Information". I then copied links from the excel into each word document where information is changed so i update the excel sheet and the link fills in the blanks on all sheets. My thought was I would copy the master document folder into a new project folder and change the information on the new excel sheet. Here is my problem; my word document still references back to the original (master) excel sheet and not the copied excel file in the new project folder. Is their a way to make these documents tie to the new copy rather than the original? Thanks for your help! |
#2
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You can do that by right-clicking on the linked object, then choosing Linked Worksheet Object>Links>Change source.
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
#3
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Why are you using links like this rather than mail merge?
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#4
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Quote:
Although a mailmerge could be used to output a single record, you'd still have to change the data source for each workbook and, compared to links, the resulting Word documents are static. Consequently, you'd have to work with the mailmerge preview until the editing's finished; otherwise you'd be unable to auto-update the document to reflect ongoing changes in the Excel data.
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
#5
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I would have each bid be a separate record (row) in a single Excel sheet. I guess different strokes.
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#6
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Explanation to my problem.
Every year I deal with 15-20 separate bid packets from several departments. I have set up my files so I can simply copy a "Master Folder" into a new project folder and have all the documentation and legal mumbo-jumbo needed for each bid packet included. This eliminates the chance I will miss something when starting up a new project.
I am looking for a simple way to update similar data in all the documents within my project folder (i.e. bid opening date, project name, contact information, etc.). By linking these fields to a "project information sheet" I will reduce the hours of sifting through each document to update the information and eliminating any input errors. I know my file structure sounds weird, but I have several funding sources along with different bid I think this will work well for my situation. If I can only make it read the project information sheet in the project folder and not the original stored in my master folder. Thanks for your help and input, I always welcome new fresh ideas to my mayhem. |
#7
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Quote:
each time I copy the master to a new folder, I need the word worksheets to look at the new excel worksheet which was copied at the same time within the original master folder. Does this make sense? |
#8
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To see how to implement relative paths for LINK fields in Word, check out the macro solution I've posted at:
http://windowssecrets.com/forums/sho...External-Files
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
Tags |
excel 2010, linked data, word 2010 |
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