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#1
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Generating Word docs from Excel
In excel how do I send data from fields to fill in spaces in a word document
template? I would also like to create a button in excel so that this can be done easily. I want to make buttons that can be clicked in excel that will enter a large amount of specified text into the word document. I cannot figure out how to do any of this. Could someone give me examples of how to do these things? It would be much appreciated. Many thanks. |
#2
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Generating Word docs from Excel
One example. You have to set a reference to Word as the following code uses
early binding (instead of late binding). In VBA, click Tools/References - check the Microsoft Word Library. In the word template, I usually set up placeholders, such as %NAME%, then use a search/replace operation to replace these placeholders with data from Excel. Below, instead of hardcoding the replacement text as I have done, you could refer to a particular value in one of your Excel worksheets, such as Worksheets("Sheet1").Range("A1").Value Sub Test() Dim wdApp As Word.Application Dim wdDoc As Word.Document Set wdApp = New Word.Application Set wdDoc = wdApp.Documents.Open("I:\Excel\Test.doc") With wdDoc With .Content.Find .Text = "%NAME%" .Replacement.Text = "JEFF" .Forward = True .Wrap = wdFindContinue .Format = False .MatchCase = False .MatchWholeWord = False .MatchWildcards = False .MatchSoundsLike = False .MatchAllWordForms = False .Execute Replace:=wdReplaceAll End With .Close savechanges:=True End With Set wdDoc = Nothing Set wdApp = Nothing End Sub "Jadedshade" wrote: In excel how do I send data from fields to fill in spaces in a word document template? I would also like to create a button in excel so that this can be done easily. I want to make buttons that can be clicked in excel that will enter a large amount of specified text into the word document. I cannot figure out how to do any of this. Could someone give me examples of how to do these things? It would be much appreciated. Many thanks. |
#3
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Generating Word docs from Excel
You say you are working with a Word document template. I assume that this
means you have a standard Word document that needs to be updated with data from your Excel spreadsheet to create a new, unique Word document? Why not approach it from a different direction - that of having Word get information from Excel? Excel can be used as the data source for a Word Mail Merge. You could create the new Word document from a template. If you are going to do this often, you could modify your template to contain the Mail Merge field indicators for repeated use. If this all sounds confusing, I think this Excel 'tutorial' workbook will explain. It shows how to do this starting with a blank document - but during the process you are offered the choice to start with blank document or template, you'd just choose the template at that point. You'd need to set up a separate sheet in the workbook to grab the data to be placed into the Word document in the row layout that is needed in a Mail Merge. I think you'll understand when you look at this: http://www.jlathamsite.com/Teach/Wor...DataSource.xls "Jadedshade" wrote: In excel how do I send data from fields to fill in spaces in a word document template? I would also like to create a button in excel so that this can be done easily. I want to make buttons that can be clicked in excel that will enter a large amount of specified text into the word document. I cannot figure out how to do any of this. Could someone give me examples of how to do these things? It would be much appreciated. Many thanks. |
#4
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Generating Word docs from Excel
would work much better to change
..Close savechanges:=True to ..SaveAs "YourNewFileName" ..Close If you have a lot of data that goes into different places in Word template, you should probably check into JLatham's mail merge example. "JMB" wrote: One example. You have to set a reference to Word as the following code uses early binding (instead of late binding). In VBA, click Tools/References - check the Microsoft Word Library. In the word template, I usually set up placeholders, such as %NAME%, then use a search/replace operation to replace these placeholders with data from Excel. Below, instead of hardcoding the replacement text as I have done, you could refer to a particular value in one of your Excel worksheets, such as Worksheets("Sheet1").Range("A1").Value Sub Test() Dim wdApp As Word.Application Dim wdDoc As Word.Document Set wdApp = New Word.Application Set wdDoc = wdApp.Documents.Open("I:\Excel\Test.doc") With wdDoc With .Content.Find .Text = "%NAME%" .Replacement.Text = "JEFF" .Forward = True .Wrap = wdFindContinue .Format = False .MatchCase = False .MatchWholeWord = False .MatchWildcards = False .MatchSoundsLike = False .MatchAllWordForms = False .Execute Replace:=wdReplaceAll End With .Close savechanges:=True End With Set wdDoc = Nothing Set wdApp = Nothing End Sub "Jadedshade" wrote: In excel how do I send data from fields to fill in spaces in a word document template? I would also like to create a button in excel so that this can be done easily. I want to make buttons that can be clicked in excel that will enter a large amount of specified text into the word document. I cannot figure out how to do any of this. Could someone give me examples of how to do these things? It would be much appreciated. Many thanks. |
#5
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Generating Word docs from Excel
JLatham
Your document was helpful, but I'm running into a different problem. I'm actually trying to create labels from an Excel document. I get to the point of merging to a new document, and it only prints one of the records. I can't get it to print multiple different labels. It wants to repeat the same record. Do you know how to do this? Please help... "JLatham" wrote: You say you are working with a Word document template. I assume that this means you have a standard Word document that needs to be updated with data from your Excel spreadsheet to create a new, unique Word document? Why not approach it from a different direction - that of having Word get information from Excel? Excel can be used as the data source for a Word Mail Merge. You could create the new Word document from a template. If you are going to do this often, you could modify your template to contain the Mail Merge field indicators for repeated use. If this all sounds confusing, I think this Excel 'tutorial' workbook will explain. It shows how to do this starting with a blank document - but during the process you are offered the choice to start with blank document or template, you'd just choose the template at that point. You'd need to set up a separate sheet in the workbook to grab the data to be placed into the Word document in the row layout that is needed in a Mail Merge. I think you'll understand when you look at this: http://www.jlathamsite.com/Teach/Wor...DataSource.xls "Jadedshade" wrote: In excel how do I send data from fields to fill in spaces in a word document template? I would also like to create a button in excel so that this can be done easily. I want to make buttons that can be clicked in excel that will enter a large amount of specified text into the word document. I cannot figure out how to do any of this. Could someone give me examples of how to do these things? It would be much appreciated. Many thanks. |
#6
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Generating Word docs from Excel
I don't do mail merges often, I'll have to check out some of the possible
causes of this. Maybe another who does it often who knows right off the top of their head why it would only print one. It may be the process your are using also, that is, you might be missing a step in your process to print more than one label. "blasds78" wrote: JLatham Your document was helpful, but I'm running into a different problem. I'm actually trying to create labels from an Excel document. I get to the point of merging to a new document, and it only prints one of the records. I can't get it to print multiple different labels. It wants to repeat the same record. Do you know how to do this? Please help... "JLatham" wrote: You say you are working with a Word document template. I assume that this means you have a standard Word document that needs to be updated with data from your Excel spreadsheet to create a new, unique Word document? Why not approach it from a different direction - that of having Word get information from Excel? Excel can be used as the data source for a Word Mail Merge. You could create the new Word document from a template. If you are going to do this often, you could modify your template to contain the Mail Merge field indicators for repeated use. If this all sounds confusing, I think this Excel 'tutorial' workbook will explain. It shows how to do this starting with a blank document - but during the process you are offered the choice to start with blank document or template, you'd just choose the template at that point. You'd need to set up a separate sheet in the workbook to grab the data to be placed into the Word document in the row layout that is needed in a Mail Merge. I think you'll understand when you look at this: http://www.jlathamsite.com/Teach/Wor...DataSource.xls "Jadedshade" wrote: In excel how do I send data from fields to fill in spaces in a word document template? I would also like to create a button in excel so that this can be done easily. I want to make buttons that can be clicked in excel that will enter a large amount of specified text into the word document. I cannot figure out how to do any of this. Could someone give me examples of how to do these things? It would be much appreciated. Many thanks. |
#7
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Generating Word docs from Excel
My company just switched from Office NT to Office 2003. So, the other users
don't know how to do this, either. I've looked through Office Online as much as I could, but haven't found an answer yet. Thanks for looking into this! Doug "JLatham" wrote: I don't do mail merges often, I'll have to check out some of the possible causes of this. Maybe another who does it often who knows right off the top of their head why it would only print one. It may be the process your are using also, that is, you might be missing a step in your process to print more than one label. "blasds78" wrote: JLatham Your document was helpful, but I'm running into a different problem. I'm actually trying to create labels from an Excel document. I get to the point of merging to a new document, and it only prints one of the records. I can't get it to print multiple different labels. It wants to repeat the same record. Do you know how to do this? Please help... "JLatham" wrote: You say you are working with a Word document template. I assume that this means you have a standard Word document that needs to be updated with data from your Excel spreadsheet to create a new, unique Word document? Why not approach it from a different direction - that of having Word get information from Excel? Excel can be used as the data source for a Word Mail Merge. You could create the new Word document from a template. If you are going to do this often, you could modify your template to contain the Mail Merge field indicators for repeated use. If this all sounds confusing, I think this Excel 'tutorial' workbook will explain. It shows how to do this starting with a blank document - but during the process you are offered the choice to start with blank document or template, you'd just choose the template at that point. You'd need to set up a separate sheet in the workbook to grab the data to be placed into the Word document in the row layout that is needed in a Mail Merge. I think you'll understand when you look at this: http://www.jlathamsite.com/Teach/Wor...DataSource.xls "Jadedshade" wrote: In excel how do I send data from fields to fill in spaces in a word document template? I would also like to create a button in excel so that this can be done easily. I want to make buttons that can be clicked in excel that will enter a large amount of specified text into the word document. I cannot figure out how to do any of this. Could someone give me examples of how to do these things? It would be much appreciated. Many thanks. |
#8
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Generating Word docs from Excel
I'm usually a question asker but .. since it doesnt seem anyone has suggested this .. It seems you have not completed your merge .. step 4: Arrange your labels .. Replicate labels, create your first label & click update labels.. All the labels after the first one should include: «Next Record» -- pjm ------------------------------------------------------------------------ pjm's Profile: http://www.excelforum.com/member.php...o&userid=36132 View this thread: http://www.excelforum.com/showthread...hreadid=557820 |
#9
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Generating Word docs from Excel
I'm inclined to agree with you - goes with what I said before about
"something in the process' not being right. Also your comment about using <<Next Record is something that was going thru my head when I wrote that previous post - I just needed to go back and check when that needs to be used (which I haven't done yet). Basically I think you've probably solved the problem and I'm going to treat this as a kind of dead issue unles blasds78 replies and tells us that your suggestions haven't cured his/her problem. "pjm" wrote: I'm usually a question asker but .. since it doesnt seem anyone has suggested this .. It seems you have not completed your merge .. step 4: Arrange your labels .. Replicate labels, create your first label & click update labels.. All the labels after the first one should include: «Next Record» -- pjm ------------------------------------------------------------------------ pjm's Profile: http://www.excelforum.com/member.php...o&userid=36132 View this thread: http://www.excelforum.com/showthread...hreadid=557820 |
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