I have a huge Excel spreadsheet with various worksheets and data, I want to merge some of that data into a report using word template. How can I pull simple data like the company infomation into that word report from Excel? Do I need to know VBA to accomplish this?
View 1 RepliesThe following code is used to export values form Excel into a word document:
The report obtained then looks like this:
Excelforum.jpg
How can I make the values fit within the margins of the word document?
When I create a document from Excel to word from a sheet in Excel the Sheet needs to be unhidden. How can I Create this report if I want to "hide" this sheet.
View 7 Replies View Related I have created a excel document. Would like to create report using the data.
create reports using excel data
The way that I was thinking about doing this would be by creating a template in word and using bookmarks. Then I would use VBA to populate those bookmarks based on the person (publisher in this case) i was invoicing.
I'm having a couple of issues logistically though. I'm not sure how to attach the sample invoice, so i'll do my best to write them out and if i figure out how to attach a doc by the end of this i will include a sample so you see what I'm talking about.
Issue 1: Each Invoice form has the publishers Name and Address listed at the top of the form. The problem is, the information i'm pulling the number of sales (and money we owe them) is from a different spreadsheet every month and wouldn't contain this address information on it as it is an aggregate spreadsheet of ALL publishers numbers. Would it be possible to create an initial template for each publisher and then have the rest of the information be populated with the data from the CSV that has their sale information. I could create a seperate database in excel with each publishers address and name but then it might get difficult to match these up. how to automate that, as we have 100's of publishers and invoices are done every month.
Issue 2: Bookmarks seem like a nice way to use VBA to replace their values with excel data (in theory, i've only read about it and never attemped)... However, in this particular invoice form, I have to create a seperate listing in the description field for each product a publisher sold (including how many they sold and how much money they are owed). Some publishers may have sold 5-10 different products, while some may have only sold 1 or 2. How do i get word to insert a new bookmark (or something) based on the number of products a person has sold.
I'm working on a national survey with valuable data from students. The plan is to turn around, 100 different reports to the departments with their respective students.
The issue that I have is creating multiple tables from multiple sheets in excel into a word table, any way of automating it.
What the tables look like in excel:
What I want them to look like in word, with a chart if possible:
I realize that I can just copy and paste easy table into word from excel and with a few clicks of a button, get what I want. But i'm looking for something to automate and simplify this process. There are about 300-400 variables that I need to crosstab with certain demographics.
If it matters any, I bought a software package (Q Market Research) but it doesn't make the tables look exactly how I want them to look. The data is from SPSS, those tables are flat out.
I have two worksheets in my report cards:
1) Data - the students are listed in Column A, math scores in Column B, reading scores in Column C and science scores in Column D. The grades of 300 students are entered in this sheet.
Student
Math
Reading
Science
Jimmy
75
84
100
[code].....
2) Report Card template - This is the report card that needs to be generated for each student. It's pulling the student name and grades from the Data worksheet.
Student Name
=Data!$A2
Math
=Data!$B2
Reading
=Data!$C2
Science
=Data!$D2
How do I create worksheets (report cards) for additional students? I have 300 students in the school. I need the next worksheet to reference Data!$A3. I know how to cut and paste the report card template and then edit =Data!A2 to be =Data!A3 to create a report card for Sally. How do I create the 300 report cards I need?
I've been teaching for 13 years. I can create a report card for each student in my class and edit each worksheet individually for each student. Now I've been asked to do this for the whole school and I don't know how to create the other 299 sheets I need.
I have a bunch of data about companies in an Excel workbook. I need to be able to create a "summary document" about a selected company in word. One of the items that needs to be in this summary is a pie chart.
This code works fine for generating the basic text of the document:
Code:
Sub export_to_word()
Dim wrdApp As Word.Application
Dim wrdDoc As Word.Document
Dim companyName As String
Dim address As String
Dim revenue As String
[code]....
Creating the chart has been more problematic. I adapted the following code from an example found on MSDN:
Code:
Dim valueChart As Chart
Dim chartWorkSheet As Excel.Worksheet
Set valueChart = wrdDoc.Shapes.AddChart.Chart
valueChart.ChartType = xl3DPie
Set chartWorkSheet = valueChart.ChartData.Workbook.Worksheets(1)
chartWorkSheet.ListObjects("Table1").Resize chartWorkSheet.Range("A1:B12")
[code]....
What I've found though is that this code is based on a macro inside the word document, not excel. So it runs fine from within word, but within excel it throws an error at this line
Code:
Set chartWorkSheet = valueChart.ChartData.Workbook.Worksheets(1)
because ChartData is not in the object model in Excel. how to proceed at this point.
I've created an excel document to count calories. Here's an example of what I've made...
Item
Quantity
Servings
Cal
Fat
Carbs
Protein
Milk
8 oz
1
150
8
11
8
[Code] .....
MACROS
31.4
41.1
27.4
So basically I'm wondering if there's a way I could simply type in "milk" and have the rest of the information appear (cal, fat, carbs, etc). What would be even better is if I could somehow enter the item and create a formula to multiply by the serving size. I feel a word bank with a list of common food items I eat throughout the day and there respected numbers would be the most simplistic way.
I am trying to generate a good looking, dynamic report tab that runs off another tab that contains ugly raw data for website traffic. This should then drive a couple of charts based on the parameters I specify.
The Raw Data
This is daily data for keywords that we advertise on through Google. Associated with each keyword are various fields:Clicks
Cost
CPC (Cost divided by clicks)
Quotes
Sales
CPQ (cost divided by quotes)
CPS (cost divided by sales)
CTQ (quotes divided by clicks)
QTS (sales divided by quotes
CTS (sales divided by clicks)
Avg Pos
There are maybe 30 keywords - each with daily information for the above fields.
The layout of the raw data is:
Column A: Date
Column B: Keywords
Column C: Clicks
and so on.......
The Report
This is the nice looking report where we can pull in the required bits and bobs in a nice format. Because some of the above fields are calculations I've not been able to achieve what I need using a normal pivot report.
What I would like to be able to do:
Populate a summary report using the above raw data but be able to specify certain things such as:The date range I want to see data for
The specific keyword(s) I want to see data for
For example v- we are feeding the daily information into the raw report each morning. One day I might want to see summary stats for a particular data rang on maybe 3 of the keywords so I'd somehow like to select appropriate date ranges and keywords from drop down lists and then I see the summary stats for the appropriate date range broken down by each keyword.
I'd also like a total underneath this report to add up or calculate the totals and averages for the data based on the parameters I specify.
Finally, given all of the above, I would like to run a dynamic chart based on the raw data but taking into account the filters I specify on the slick report sheet.
So....if I set the date range as From: 01/03/09 to 12/03/09 I can see daily clicks, costs etc for the particular keywords I specify in the drop-down menu or what-have-you
I'm trying to create an Accounts Receivable "aging report", using Excel
2003. I've got a field (a date field), that provides the date of invoice.
I'd like then to add 30, 60, or 90 days from that date, and call that the
"Due Date" for payment in another column.
I need taking thousands of line items of raw data and creating a model that can present the totals in an easy to read format. I've attached a sample of what my data dump looks like....though the actual dump is thousands of line items.
Data.xlsx
I have the following worksheet (see attached). What I would like to do with it to create a report is as follows:
1. Create separate reports for each estimator (KM, JW, WH)
2. Carry over the information in Columns I, A, B & H
3. Each report will filter column I to leave out COMPLETED and just report the number of days remaining is ascending order.
4. Flag data if the days remaining is <=5
5. Generate an email to send out notification of 5 days remaining
6. New report can be generated on any given day
This is a sample of what I am trying to accomplish (file attached). I have information in one worksheet (called MasterList) and a second worksheet called (RecordList). I want to take information from MasterList and RecordList and combine them to produce a report (Results). Assume the user does not have access to MasterList or Results.
The user would enter the UID in RecordList, which then populates information from MasterList. There can be multiple entries for each UID and there is no set number of entries (could be 1, could be 500)
The user enters the UID into RecordList, which populates information from MasterList. The user then adds in the additional information into the fields.
What I want is all the information from the Master List must be reported whether anything exists in RecordList or not. If there is information in the RecordList, display it and on a seperate line for each entry. Each UID then needs to be totalled (which can be done through pivot table later).
I am creating a report and I am using the following Formula with condition.
(IN Q2 in the file attached)
=IF(P2="","Enter New to IMP check Date",DATEDIF(P2,C2,"d"))
Where in P2 is the START Date and C2End date.
P2 = 01 Jan 13
C2 = 10 Mar 14
When I apply the DATEIF formula its ignoring the year differ ace and give a result of 8 days not sure whats wrong here as the "Y" & "M" function works correctly and give proper result.
Sample attached : Book1.xlsx
What I need it for is an automated report that should be used for several different projects. Each projekt have events on different dates, and I only want the report to show a specific date if there is some text (i.e. event) on that date. As it is now, it's a looong report with several blanks with only a date showing. So it should insert a row (the tricky part) + the date + the text if condition is met, and do nothing if they are not. The script should add and remove rows and text depending on what project the information is taken from.
The data it should grab is in this form (many more data inputs though..):
Date Date Date
TEXT
And the report:
Date:
Date: TEXT
Date:
and should be like:
Date: TEXT
How do you create a macro to copy the information from my weekly reports to a monthly report and be able to update automatically. If you had 4 worksheets (for each week of the month) and 1 mastersheet for the whole month in a workbook. All titles are the same and If you needed to copy all the data that is in the columns, say, A through I, starting with row 4 to however many rows are in a given week. The reports can be made up of numicerial values, text and dates. Let me know if more information is needed or an example worksheet.
View 4 Replies View RelatedI was wondering if it is possible to create a custom pivot table report filter? I would like to take an existing pivot table report filter and manually add values into it. I would like to do this because I have multiple pivot tables, some with the same values and some with different values and I have a VBA code from Contextures that applies a mass filter to all fields with the same name. So if i could manually add values into one report filter, I could filter from one location and have all my pivot tables update at the same time if they contain the value that i would like to filter by.
View 1 Replies View RelatedI want to set up daily charts to monitor various things but Im not sure how best to set up the data in order to do this so it calculates automatically as data is refreshed.
I want to run daily activity data that tells me how many people attend each room per day. the aggregated data would include:
Number of attendances, by room (there are 11 rooms), by day
Each attendance grouped by category of patient (up to 25 categories)
Each attendance by type of attendance (various groups)
How should I set up the data to show these things in a way that it can be linked to a text file and refreshed daily on opening? the data at the moment is in rows per attendance rather than grouped in any way.
I would like the data to have dates and months etc automatically genetared by the attendance date in order to graph the above indicators, as well as a % atttendance in relation to capacity per room etc
simple excel template that I could try to manipulate my data into so I can get started. The data is generates using a transact SQL query and saved as a text file which I wabt to use for the daily stats.
I want to create a report using power pivot while creating the relationship between the linked tables, power pivot is throwing error "The relationship cannot be created because each cilumn contains duplicate values. Select at least one column that contains only values"
View 1 Replies View RelatedI have a very indepth spreadsheet at work. We also have a form that was typed up in word that uses some of the information from the spreadsheet. I was wondering if there is a way to have the information from the spreadsheet autofill the form that is in word?
View 14 Replies View RelatedI would like to extract some text from a word file and transfert it into an excel spreadsheet.
My text is always presented in the same way. First there is a line with some data (see exemple bellow). I have no problem to extract them using the macro bellow even it's not perfect.
My problem is on the main text. I weed to keep the format or at least the different paragraphes as when you copy text in word and past it in the formula bar (or press F2).
Here is an exemple of my word file
Code : XXX1- Abrege : DGS45 - Type : D - ADICAP : PHXT5847
TITRE
Text Paragraph 1
Text Paragraph 2
[Code].....
how to automate data from excel into word. This vba code takes every sheet from excel and puts it into a word document:
Code:
Sub CopyWorksheetsToWord()
' requires a reference to the Word Object library:
' in the VBE select Tools, References and check the Microsoft Word X.X object library
[Code]....
My problem is that it doesn't style the data into a table, is there any way to do this with the code I have posted? perhaps with a .Style code or something of that sort?
I have 10 pages of data in a word document.
Can i write a macro,
to copy Word Page1 in excel sheet1 cell(J2),
to copy Word Page2 in excel sheet1 cell(J3)
to copy Word Page3 in excel sheet1 cell(J4)
.
.
to copy Word Page10 in excel sheet1 cell(J11)
I am wondering if anyone as created a what to do word art, using a input variable.I.e in may example I have a person, Suzie Smith who is an Chief Manager, when I box requires her signature, I would like for it eo be imprinted going diagonal across the box. Is this possible?
View 7 Replies View RelatedI am working on a project where I am creating analysis using a subroutine in excel/vba and I would like to have the subroutine generate a report that is a word document. I have never used excel/vba to create and modify a word document and don't know how to approach it. I imagine that I will have a template.doc that I can access and save as another file. Does anyone have an example of creating and modify a word document in this manner.
View 2 Replies View RelatedOur company has word template with userform that has 10 or so inputs. The data will have already been input into an excel file. Rather than manually retyping the data again, I'd like the option to import the data. Due to the data be specific to a given project I need the import function to ask user to select which excel file to import from. Additional there will be system parameters for multiple systems that will be on subsequent tabs of the same excel file. These system parameters aren't currently part of a userform. I'd like the option to import this data but rather than selecting a file only the user would also need to pick a specific sheet.
View 7 Replies View RelatedI have data in a single Excel worksheet, single tab, columns A:C.
I want to move that data into Word.
The format in Word:
Contents of A1
Contents of B1
Contents of C1
Blank Line
Contents of A2
Contents of B2
Contents of C2
Blank Line
etc, etc, etc, etc....for all rows in Excel.
Item Name, Description, Price
It's written somewhere in my spreadsheet with these headings. Sometimes they're an item of one or two. So regardless of the count, the whole bunch should be transferred to Word. my word file has some headings then in the middle should be where the data be placed then the bottom part is additional comments again.
EXCEL FILE
partNumber
Description
Unit Cost
Qty
Std cost
JGC123XLT
Paper Towel Holder for use in the factory. This item is sometimes used also at home. We always give customer total satisfaction with this item. Please contact our sales rep for inquiries
$ 12.00
1
$ 12.00
Paper Towel Holder for use in the factory. This item is sometimes used also at home. We always give customer total satisfaction with this item. Please contact our sales rep for inquiries
$ 12.00
1
$ 12.00
by the way my word doc still has headings and some notes and comments at the last part. I need to put the table in the middle after the opening information. is this something we can do in excel?
Or maybe, is it possible that the table is already fix in the Word doc and the data will just be dumped in. So the table formatting can be retained.
I've set myself a project to try and automate some repetitive filling in of word documents and would like a point in the right direction. I've done some research on the MSDN and some sites on the web. The way I was thinking of doing it would be,
make a template with either Fields or Bookmarks (which would be best?) for each piece of data on the paper work.Put the repeated data into an excel sheet (with a button for the macro to be assigned to).
write some VB script that will, define and "label" the data in the XL sheetopen the word templateenter the data into each Field/BookmarkSave as a new file in a "New" folder (name of file and folder taken from the Data)open the next template and repeat.
would this be the best way of approaching this problem?Whats the best way of defining points in a word template, Fields, Bookmarks?what objects would I need to use to rename the folder?