Filling Word Template With Data From Excel?
Mar 31, 2014
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?
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Jul 7, 2014
I have a .dot word template that has the little 'grey' boxes that is awaiting information to be filled in, this information is already stored on a master excel sheet and the doc is simply for 'archiving' and users benefit, from my point of view its pointless.
So what I want to know is...
If I always have a .dot file which has :
Username : DATAHERE
Password: DATAHERE
Email: DATAHERE
and I have an excel file which is A1 : Username B1 : Password C1 : Email how easy / hard is it to create a button macro to automatically go to the .dot file location, open it and then put the create data in.
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Jul 9, 2013
I am trying (and failing) to set up a mail merge with a Word document. I would like for the doc to take information entered in specific columns and display it in the right field. I've set up the field and the excel doc and went through the mail merge wizard's steps for setting it up but it doesn't seem to be doing what I want.I am attaching the doc and spreadsheet below.
MichaelFields TEST.Contract Entries.xlsxFields Test.Contract to Provide Legal Services.docx
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Jun 4, 2014
I want to pull data from my excel file (using VBA) into Ms Word. I created a template in Word and wrote a macro to do this, it worked, however, anytime a new row is inserted or deleted in my excel spreadsheet my macro produces wrong results in my Ms Word template because the cell position has shifted, thereby producing the wrong result. How do i make it that my result remain the same when new row is added to my spreadsheet.
Example:
Excel row1: vicky 528
row2: sam 532
row3: john 092
row4: Own 211 word template: 092
This is what happen next:
Excel (New row added) Macro: ThisDocument.ScreenedPatients.Caption = wb.Sheets("CSAs").Cells(16, 1)
row1: pat 542
row2: vicky 528
row3: sam 532
row4: john 092
row5: Own 211 resulting Word template(running macro): word template: 532
But I want John to automatically go on the Word template without going into macro to change it all the time when a new row is added.
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Feb 24, 2014
Month Pay Tax Socia sec.tax
Jan 10000 2000 2999
Feb 15000 3499 3333
March 3455 222 333
I have an excel document with sheets representing employees and within the sheets it shows wages taxes nd social security tax for each month.
I want to create word documents for each month which inserts all the values for that particular month, aswell as the name of the employee into th word document. How to do this?
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Jan 23, 2014
All I want is to generate a word document with built in word header and footer (header and footer style name is "alphabet") based on the values which i mention in excel(path,word file name and header content.
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Jan 5, 2009
I Have a number(30+) of excel files based off of one template. I have since updated the template, thus making the the old ones obsolete. Is there a way to update the older files to use the new template without having to copy and paste the addition's row by row column by column?
None of the additions to the template will change the placement of existing data, nor will it change the data itself. It will however add Values to cells that were previously empty.
Hints, Tricks, or Ideas?
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Apr 28, 2014
I have a template document, created in MS Word. I want to generate, from Excel, a new document as would happen when you open the template from windows explorer or whatever ie. Template1.doc as opposed to Template.xlt.
The best I've managed to achieve is the opening of the template.
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Jan 21, 2014
I have been working on the following VBA code, which should copy specific charts from excel into specific places in a word-template.
I Am quite new with VBA, so I googled the code, changed a few things, and it works exactly as it should - except from one thing. When the Word-document is loaded from the template, I would like the document to be "saved as..."
Instead of just opening the template. I have tried
Code:
.ActiveDocument.SaveAs Filename:=fname & ".doc"
The code is as follows:
Option Explicit
Sub EksporterTilWord()
Dim appWrd As Object
Dim objDoc As Object
Dim FilePath As String
Dim FileName As String
[Code] ...........
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Aug 16, 2003
Included in the macro, I would like for the macro to open up Word, grab a label template, that I have stored (have to navigate there), and then merge the data from the excel file into the Word template.
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Mar 20, 2014
I have a combo-box in a Multipage control. Now I want to get the combo-box populated with list in 2 columns from 2 different consecutive columns from the same worksheet (Product List). Now, Once the list gets populated, user will be selecting his choice from the list, which is then needs to get copied to another worksheet (Order Placed). Both worksheets exist in the same or one spreadsheet.
I am trying to make it work with the following code. I am able to see 2 columns but with no data getting populated. I am working in MS Excel 2007.
[Code] .....
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Oct 5, 2011
I have a workbook that has a sheet called CustInvData, this sheet contains 4,421 rows of invoice transaction data for 178 customers starting on row 2 (headers on row 1). I need to split the transaction data for each customer out into a workbook template based on the customer name in column A. I need each workbook named by the customer name along with a month and year (example: Bellsouth-0911.xls), this should create 178 unique workbooks. And since we sometimes have to go back and rerun invoices for previous months, I'll need to control the month and year manually in the code.
The parsed data needs to be copied to a pre-formatted invoice template. This template has 2 sheets, Sheet1 is called 'Product Summary', this is a table that uses VLOOKUP functions to read the data in Sheet2 called 'Product Details', this is the sheet the parsed data needs to be copied to for each customer invoice. The 'Product Details' sheet has formatted rows 1 thru 11, row 11 being the header row for the data from CustInvData to be copied. So the parsed data needs to start at row 12.
Last, once the data has been copied into the 'Product Details' sheet, I need the data to be SubTotaled at each change in column J (Product) and use the 'Sum' function to add a Subtotal in column L (Retail Price) for each unique product category.
Example data below, I've simplified it (the actual data array spans from columns A to Y)
Customer NameProduct Retail Price
ABC CompanyAVMPCR10
ABC CompanyAVMPCA15
[Code]....
I'm a bit of a novice with macros, but I know Excel pretty well.
Using Excel 2007 running on Windows Vista
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Oct 22, 2007
I have some experience with excel, but until now have not ventured into VBA and macros.
I have a workbook which will have the following sheets:
1.Absence Summary sheet - Summarises data from each employee's individual sheet.
2. Template Sheet - A sheet formatted as an absence record sheet, but without data.
3. Individual employee Absence record sheets - Based on the Template sheet.
I have read with interest the various posts and help files on User Forms & Macros, but have got a bit stuck.
My Aim: ....
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May 6, 2014
I've attached 2 test files, one is the database master file containing the projects (each row represents a project, unique reference number in column A) and the other is the blank template file i'm hoping to export data into and then save down with the naming convention "column A_column B.xlsx"
Kept the test files simple but would need to modify any code to apply to much larger database consisting of many more fields etc.
Master.xlsx
Template.xlsx
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Jun 2, 2008
I 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?
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Apr 16, 2014
I 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].....
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Sep 23, 2011
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?
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Jan 15, 2013
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)
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Dec 11, 2013
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?
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Apr 7, 2010
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.
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Mar 12, 2012
Our 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.
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Apr 24, 2012
I 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.
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Apr 15, 2013
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.
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Feb 16, 2012
I need to count how many times the word Test is in the range B4:H9 with
Range N2 = Test the formula below works if Test is only in the cell once.
=COUNTIF($B$4:$H$9,"*" & N2 & "*")
But I have data in cells like below, this is all in one cell, so how would I have it count all the times test is in the range when some cells have test 2 or more times in a single cell?
5
Test
8am-2pm
Test
5pm-10pm
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Dec 18, 2012
I have a template file for ordering trafolyte and steel plates. I have added macros to this template file. The existing macros do the following (shortly described):
Macro 1: clears order
Macro 2: update order date + send a read only file to the supplier of plates + save a read only copy of the file into one of three folders acc to info in one of the cells.
It's the Macro 2 I want to edit.
I want to add a "function" which copy a selection of data.column A to N from row 12 to 548 but only the rows where there is a value in column A.
Row 1 to 11 includes standard order info and Macro buttons.
Row 11 includes the heading for order data.
For everytime someone click on the Macro 2 button in the template file, I want the selection to be paste into the first "available" row in a "Total list" file.
The "Total list" file may have to be open (or a function to open, paste selection and then close the "Total list" file may be added)
File and Folder info:
To simplify suggestions, the following file and path info can be used (I can change to the correct later):
Template file name: template_order.xlsm
Template file location: \servershared emplate
Total list file name: total_list.xlsx
Total list file location: \servershared otal
Selection info:
The template file exists of a "general order info area" A1:N10
The column heading for order data is located at A11:N11
The selection to be copied is A12:N550 - But only rows where column A includes data (not empty).
(If the spesific order consists of 14 plates than there will be item no 1-14 in column A and I then I want to copy A12:N25 (row 25 will be item 14).
When I try to use record macro it looks like it only records what's happening in the template file - It doesn't record the pasting in the total list.
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Apr 8, 2009
If possible could someone please tell me why the below code is not calling the normal.doc macro "testy" and any solutions.
The code opens a new document, pastes the text from the clipboard and then fails to run the wanted macro.
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Sep 17, 2011
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.
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Oct 14, 2011
I am currently using MS Office Excel 2007 and my limited VBA knowledge has put me at a stop of a project that I have been working on. I am trying to create an excel template that will open every word document in a specific folder and pull data located in the title of the document.
For example, I want the spreadsheet to open every document and pull info from the title that would look similar to this:
"line of business";"policy #";"dollar amount";"name";"line of business" and etc.
The semicolons in the title would partition the data across a few cells.
Below is the coding that I currently have, This is my timestamp. Column A adds a timestamp whenever data is entered into the corresponding cell in Column B. Because of this, I need data to be pulled from Word documents and inserted into Column B.
Private Sub Worksheet_Change(ByVal Target As Range)
Dim Rng As Range
For Each Rng In Target
If Not Rng.Value = vbNullString Then
Select Case Rng.Column
[code]....
Below is some coding, but not very specified to my specific needs.
Sub SplitValue(Rng As Range)
Dim avarSplit As Variant
avarSplit = Split(Rng.Value, ";")
Range(Rng, Rng.Offset(, 4)).Value = avarSplit
If Left(Rng.Value, 2) = "RE" Or Left(Rng.Value, 2) = "FW" Then
[code]....
Also not sure if the word document is to be pulling information from the title, if I would need to negate ".doc" from data being imported.
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Feb 20, 2012
i have Office 2010 and an Excel sheet that I need to use as the source in a Word Email merge.
I am trying to avoid the user having to open Word & run the Merge manually by providing some code in Excel to perform the task & create the emails.
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Feb 26, 2012
When you click on a command button what would the vba code be to copy the data from the active excel workbook active sheet so that it ends up in the active word document?
I want the values from:
Cell A1 value in Excel to bookmark name "Text1"
Cell A2 value in Excel to bookmark name "Text2"
Cell A3 value in Excel to bookmark name "Text3"
to be copied into the active word document.
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