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I have built a spreadsheet to record data for development of complex
accounting consulting project. There is a data entry spreadsheet, a few sheets that fill out internal forms, and multiple sheets for complex caluations. I have a 3 page text heavy engagement letter that I want to have filled out automatically from the data entry and calculations. I tried to build it in a worsheet but it tells me the formula is to large when I include blocks of text and the references to data fields. So I tried embeding a word object, but I can't figure out how to input the fields into the letter. I have searched help but have not found anything yet. Any Suggestions? Please help! |
#2
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Hi Aaron. Have you tried creating your engagement letter in Word and using
mail merge to insert your data and calculations? That may work. HTH -- Sincerely, Michael Colvin "Aaron" wrote: I have built a spreadsheet to record data for development of complex accounting consulting project. There is a data entry spreadsheet, a few using sheets that fill out internal forms, and multiple sheets for complex caluations. I have a 3 page text heavy engagement letter that I want to have filled out automatically from the data entry and calculations. I tried to build it in a worsheet but it tells me the formula is to large when I include blocks of text and the references to data fields. So I tried embeding a word object, but I can't figure out how to input the fields into the letter. I have searched help but have not found anything yet. Any Suggestions? Please help! |
#3
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Thank you for the suggestion. I may have to try that. I would prefer it was
automatic and idiot proof as I will not be the only user and if I have to train others on it it just won't get used. (resistance to change unless it is a clear and significant improvement. Ideally I would put the whole thing into an Access database however the calculations are very complex and beyond my level of access capability. "Michael" wrote: Hi Aaron. Have you tried creating your engagement letter in Word and using mail merge to insert your data and calculations? That may work. HTH -- Sincerely, Michael Colvin "Aaron" wrote: I have built a spreadsheet to record data for development of complex accounting consulting project. There is a data entry spreadsheet, a few using sheets that fill out internal forms, and multiple sheets for complex caluations. I have a 3 page text heavy engagement letter that I want to have filled out automatically from the data entry and calculations. I tried to build it in a worsheet but it tells me the formula is to large when I include blocks of text and the references to data fields. So I tried embeding a word object, but I can't figure out how to input the fields into the letter. I have searched help but have not found anything yet. Any Suggestions? Please help! |
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