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Old 04-30-2015, 04:08 AM
OfficeTemp99 OfficeTemp99 is offline Linking/merging with excel? Windows XP Linking/merging with excel? Office 2010 32bit
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Default Linking/merging with excel?

Hello, sorry if this should be in one of the other forums but I'm not exactly too sure what I'm doing!



I am currently doing work experience in an office, and one of the tasks I have been given is to try and solve this. I will try to be as clear as possible.

We have a word document which is called an "Information Sheet" which is given to people starting work experience. This document contains a table with a number of empty fields (for example: Department, Name of supervisor, Hours of work) so I guess you could call it a Template.

The organisation is very large, and has several sites across the region. I have an Excel document with the details (like the ones needed in the Information Sheet) of all the departments which have work experience openings.

My supervisor would like a way to select a certain opening and have Word fill in the table with the relevant data from the Excel document.

I have been racking my brains for an hour now and playing around, and I'm starting to think that this is either not possible, or that it would require some kind of programming/macroing.

Would greatly appreciate a nod in the right direction (or even confirmation that this can't be done) from anyone who has the time. If I haven't explained it well enough please ask for clarification on anything.
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Old 04-30-2015, 06:38 AM
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gmayor gmayor is offline Linking/merging with excel? Windows 7 64bit Linking/merging with excel? Office 2010 32bit
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It sounds like a mail merge of a single selected record - see
Mailmerge with Word 2007/2013 .


You may also do it using VBA to look up the record, and for single records that is probably the most elegant way forward, though without more information about the worksheet, it is difficult to be specific?


Take a look at http://www.gmayor.com/Userform.htm and http://www.gmayor.com/Userform_ComboBox.html
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Old 05-01-2015, 06:46 AM
OfficeTemp99 OfficeTemp99 is offline Linking/merging with excel? Windows XP Linking/merging with excel? Office 2010 32bit
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Thanks for taking the time to reply and for the links. I'm afraid the VBA stuff is way over my head so unless it's the only way I don't want to start trying to learn that stuff now, I'm only working here for 2 weeks and I feel it might take me that long just to get to grips with it.

The mail merge looks promising, and maybe its the exact answer I need but I can't quite connect the dots and apply it to my own problem.

I have replicated a simplified version of the worksheet and taken a screenshot (example1.jpg) and also screenshotted the relevant part of the word document (example2.jpg).

Need a way to get the desired fields to transfer from example1 into example2. Honestly its not a lot of information to be transferred so maybe its just easier to fill it in manually each time its needed. Anyway I will stop typing now as I feel like I'm confusing matters more with each paragraph.
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File Type: jpg example2.JPG (35.1 KB, 13 views)
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Old 05-01-2015, 07:47 AM
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If you are going to try mail merge. Then open the document. From the Mailings tab - Select Recipients and select your worksheet. Insert fields in the document as appropriate, that reflect information that you wish to display from the worksheet.

Save the document. Edit Recipient List. Uncheck everything except the record you want to merge. Finish & Merge > Edit Individual Documents and you will get a new document with the data merged.
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