#1
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Creating Template - Macro/Mail Merge/VBA?
Hello All,
I am trying to create a Word template for our PM. Right now he is manually typing data into 7 different sheets in an Excel document and then copying and pasting them into a Word doc. I believe there must to be a more effective way to do this. The data comes in 3 forms: 1. Simple text data (names, addresses, etc.) 2. Data in a table (will include a screenshot) 3. Simple bar graphs created from data placed in the excel doc.(will include a screenshot) Please let me know what other information is needed to answer this question. Any help would be GREATLY appreciated. |
#2
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It's a bit hard to give any advice when we don't know what goes in each of the seven worksheets, what the relationships are between them and where the data in Word might go or how it is to be formatted there.
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
#3
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What goes in each of the seven worksheets...
Sheet 1: Text, typed in manually Sheet 2: The table of deliverables. The table and the check marks are entered manually Sheet 3: Text table, lines added manually Sheet 4: Text table, lines added manually Sheet 5: 3 Circle graphs, data entered manually and then the corresponding graph is created Sheet 6: Bar graph, data entered manually Sheet 7: Bar graph, data entered manually What the relationships are between the sheets... None, each sheet is it's own and not related to another. Each represents a small section of the final 3 page word document report. Where the data in Word might go or how it is to be formatted there. The data makes up one 3-page report. As of now, there is no real formatting. Each graph or table is copied from Excel and pasted into Word and therefore becomes nothing more but a picture. My goal... I would like to created a template in Word with a corresponding Excel page in which the PM can enter the data and then run a macro or VBA script that moves the data from Excel to Word. Attached is an example of the document. I hope I worded that correctly. I am obviously not exceptionally skilled or experienced at this type of work. Thanks again! |
#4
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Although I prefer using Word for reports, I think in this case I would probably try to do it in Excel. I should add that this would not be a simple thing and I would need to do some learning myself. I am currently working a Udemy course on this by Alvin Jarvis to learn how to do this. It is Excel Essentials - Level 3 - vba.
You might want to post in the Excel programming forum instead of the Word forum and see if you get any help there. If you do, please provide a link back to this thread in your post there and post a link to the new thread here. |
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