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#1
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Extract and insert text data from excel table(s) in a (embed) Word document
I have an employment certificate template designed in the Word, as shown in the Sheet 2 of the attached workbook LISTE ANGAJATI.xls. This certificate is issued individually for every employee of the tables (Sheet 1) and the list content is changed periodically. My question is how could I make a drop-down list / other method, tool etc. to be linked directly with the table(s) from the Sheet 1, so that I may select the employee’s name and insert it in the dedicated space (text box, free space etc.) from certificate. I mention also that the Word document may be either in a sheet of the Excel workbook (as in the linked file), or an independent external file. Thank you! P.S. Due to the large amount of names and their permanent change, a drop-down list manually updated is impracticable. |
#2
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My preferred approach would be to employ a separate Word document as a mailmerge main document, then merge the Excel records from there.
Using a mailmerge allows you to generate multiple certificates at the same time. If you want to produce only one or a few certificates, you can use the mailmerge filters for that. And, if you want the output to go to separate files, see Send Mailmerge Output to Individual Files in the Mailmerge Tips and Tricks 'Sticky' thread at the top of the mailmerge forum: https://www.msofficeforums.com/mail-...ps-tricks.html For the mailmerge basics, see: Mail merge using an Excel spreadsheet - Office Support
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
#3
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Extract and insert text data from excel table(s) in a (embed) Word document
Thank you for your response! I may not have been clear in my previous message, regarding the respective document. The main problem is that it's issued mainly for the workers from the production areas of the company. They don't use the mail in their activity, but execute only manual tasks. Thus the e-mail method is useless, because the certificate is delivered by hand. On the other hand, every certificate must specify the explicit name of its beneficiary, to be inserted in the specific area of the sheet. That's why I need a direct tool (drop-down list, macro etc.), linked directly to the the Excel sheet in order to extract the proper name from table(s) in the dedicated space from the file. As I mentioned, the certificate may be an external document or an embed one within a sheet of the excel workbook. I will be grateful if you could help me in this sense.
All my best, Vladimir A. |
#4
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I said nothing about emailing anything in my previous reply. emails and mailmerges are entirely different things, though mailmerges can be used to produce email messages.
Mailmerges can do exactly as you specified.
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
#5
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To clarify, Mail Merge in Word is a tool to take information from a data source and insert that information into a Word document. If the data source has multiple records, Mail Merge can create multiple documents, each with information to reflect the particular record. It can also just pick the information from one or selected records to insert.
The only thing it has to do with mail or email is the name of the tool. (It was designed to handle bulk mailings but that is far from its only use.) Paul is an expert in its use. There is a separate (branch) forum for the nuances of using Mail Merge. |
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