Automate Data From Excel Into Word?

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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Is there a way i can dictate to Word from an Excel macro that i want it to open, Start a mail merge, use a pre-made file as a template, use the excel file the macro is in as the source, get it through the whole setup of the Mail merge all the way to the print function?

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Apr 18, 2010

I have the office 2007 Suite.I have a small business, where i sell online mostly. I'm creating a simple spreadsheet using Excel 2007, a workbook that has simple financial statements.

I'm creating a list of customers along with what they order, what they paid, how they paid, (paypal, cheque) etc, The first column is the invoice number, and each is unique to each customer. I add as i get orders. so my list of invoices has the following fields as column headers

Quote:

Invoice Number Customer Name, Paid by Paypal, Paid by Cheque, Amount, Cusotmer email, Customer address, There are more and i won't list them all. Now each time i send an order, i have to fill in the excel worksheet. I then create the invoice separately in Word 2007 which i print to send to the customer with the order in the mail. The third step is sending an email to the customer upon despatch, using Outlook 2007.

I don't want to use accounting software as that is too complicated for my simple little business. What i do want to do however is combine all three tasks instead of having to open different programs and copying and pasting between them. I'd like to be able to add the data to Excel either using a form (ideally) or direct, then i'd like to be able to click on the "customer email" field to send a confirmation email to the customer, and also to be able to have an automated invoice, either in excel or Word, which draws the information automatically for each invoice, so that i only have to print it.

At the moment i'm doing all 3 tasks separately, when i know they can be automated.

1. I have about 20 columns of data for each invoice, ideally i'd like to be able to enter them from a form as it gets cumbersome going through them all in Excel. The form could be either in Word or Excel, which would be easier?

2. Using the invoice number as the unique field, how can i create an invoice that would draw out the required fields from the Excel data automatically, just by clicking a button? I dont' mind using either Excel or Word, whichever is easier, and i do have Access too, but i don't know if i should use that, or not. I don't need to draw any other data. I only want to print invoices and send confirmation emails.

3. After printing the invoice and posting the order to the customer i sent them an email confirming. Again i have to manually enter or copy and paste data in the email, which i know could be automated, if i create a template, and have some fields that are automaitcally populated using the fields in the date already entered.

These fields ususally include the total paid, currency paid, address, name and how many ordered. All of this could be automated, but i'm not sure how to do it.

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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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Can i write a macro,

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to copy Word Page3 in excel sheet1 cell(J4)
.
.
to copy Word Page10 in excel sheet1 cell(J11)

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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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Contents of C1
Blank Line
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Contents of C2
Blank Line
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EXCEL FILE
partNumber
Description
Unit Cost
Qty
Std cost

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1
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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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If I always have a .dot file which has :

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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
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What I want them to look like in word, with a chart if possible:

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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
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[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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2. I intend to repeat 1. above 1,000s of times (same w/b, same w/s).

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3. open a form where I can enter location of a word file.

4. Macro should open the word file specified in (3).

5. Macro will pick up first Japanese word from excel file (Sheet 1 - A1)

6. Search for that word in Word file

7. Replace the Japanese words in Word file with their English equivalent from excel (B1)

8. Then it should search for second word (A2) and replace with its equivalent (B2) and so on till it reaches last filled cell in excel file column A.

After a lot of search I could find a code from net (Below), made a few changes, but it is not working.

========================================================
Private Sub OK_Click()
' Requires a reference to Microsoft Word xx.x Object Library
Dim sFile As String

[Code]....

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This is what happen next:

Excel (New row added) Macro: ThisDocument.ScreenedPatients.Caption = wb.Sheets("CSAs").Cells(16, 1)

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