Linking Word to fill data from Excel
Discussion
Here's an interesting question someone here might be able to answer.
Can I set up a couple of tabs in Excel with columns along the lines of Name, Address, Tel, etc (there's a good reason to keep the two lists separately), then in set up a Word template where filling one box or selecting from a list will result in various fields in the document being filled ? Note this is not for a mail merge, and here a mail merge will not work.
Additionally, if the above is possible, can I also set it up so if key people are selected additional text is added to the document ?
Can I set up a couple of tabs in Excel with columns along the lines of Name, Address, Tel, etc (there's a good reason to keep the two lists separately), then in set up a Word template where filling one box or selecting from a list will result in various fields in the document being filled ? Note this is not for a mail merge, and here a mail merge will not work.
Additionally, if the above is possible, can I also set it up so if key people are selected additional text is added to the document ?
I think I know the sort of thing you are trying to achieve. I'd describe it as a merge restricted to a single record/row in Excel where the criteria for selecting the record/row is set by an option chosen in the document which is also based on data in Excel?
I did something similar several years ago and from distant memory it was very macro heavy. I've found it easier to create the "document" in Excel for a lot of other things.
I did something similar several years ago and from distant memory it was very macro heavy. I've found it easier to create the "document" in Excel for a lot of other things.
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