Home |
Search |
Today's Posts |
#1
Posted to microsoft.public.excel.programming
|
|||
|
|||
Excel / Word Interaction
Dear All,
I am looking at using an Excel spreadsheet to trigger a letter, based on a template. The spreadsheet will have a vertical list of clients, with certain set stages in the annual cycle being posted in columns. As I move along a row for a particular client, I shall log progress through stages; it would be great if I could call the Word application and 'tell it' to pull a Word template, which includes 'intelligent fields,' which in turn pull information from that client's row in the spreadsheet. e.g. a standard letter acknowledging receipt of payment, of a certain amount, on a certain date, etc. Perhaps a Command Button or a 'tick box' on each row, in the relevant column? Or a menu button which 'senses' which row (therefore client) is currently active? Is this more of a Word query than an Excel query? I am not sure. I am personally far happier in Excel, if it's a matter of choice. I know that other apps. can be called through the 'Shell' command, as I have read a little bit about it but my nose began to bleed once the book started talking about early -v- late binding... Does anyone know of an idiot's guide to how to make this work, or even worked examples, which I could have a look at? I'd be grateful for any pointers, or if anyone has any better ideas. Many thanks, Lambs |
#2
Posted to microsoft.public.excel.programming
|
|||
|
|||
Excel / Word Interaction
Lambs,
Word has a MailMerge function that may do what you want. NickHK "Lambs" wrote in message ... Dear All, I am looking at using an Excel spreadsheet to trigger a letter, based on a template. The spreadsheet will have a vertical list of clients, with certain set stages in the annual cycle being posted in columns. As I move along a row for a particular client, I shall log progress through stages; it would be great if I could call the Word application and 'tell it' to pull a Word template, which includes 'intelligent fields,' which in turn pull information from that client's row in the spreadsheet. e.g. a standard letter acknowledging receipt of payment, of a certain amount, on a certain date, etc. Perhaps a Command Button or a 'tick box' on each row, in the relevant column? Or a menu button which 'senses' which row (therefore client) is currently active? Is this more of a Word query than an Excel query? I am not sure. I am personally far happier in Excel, if it's a matter of choice. I know that other apps. can be called through the 'Shell' command, as I have read a little bit about it but my nose began to bleed once the book started talking about early -v- late binding... Does anyone know of an idiot's guide to how to make this work, or even worked examples, which I could have a look at? I'd be grateful for any pointers, or if anyone has any better ideas. Many thanks, Lambs |
#3
Posted to microsoft.public.excel.programming
|
|||
|
|||
Excel / Word Interaction
Thanks N,
I have used the mail merge facility in Word before. However, I want to do it for one client at a time, rather than a bulk mailshot. How, from within Excel, would I fire up Word, fire up the mail-merge and select the correct client? I could do it manually in Word, but it isn't just for me, it's for a number of colleagues so it needs to be a click of a button and that's about it. Regards, Lambs "NickHK" wrote: Lambs, Word has a MailMerge function that may do what you want. NickHK "Lambs" wrote in message ... Dear All, I am looking at using an Excel spreadsheet to trigger a letter, based on a template. The spreadsheet will have a vertical list of clients, with certain set stages in the annual cycle being posted in columns. As I move along a row for a particular client, I shall log progress through stages; it would be great if I could call the Word application and 'tell it' to pull a Word template, which includes 'intelligent fields,' which in turn pull information from that client's row in the spreadsheet. e.g. a standard letter acknowledging receipt of payment, of a certain amount, on a certain date, etc. Perhaps a Command Button or a 'tick box' on each row, in the relevant column? Or a menu button which 'senses' which row (therefore client) is currently active? Is this more of a Word query than an Excel query? I am not sure. I am personally far happier in Excel, if it's a matter of choice. I know that other apps. can be called through the 'Shell' command, as I have read a little bit about it but my nose began to bleed once the book started talking about early -v- late binding... Does anyone know of an idiot's guide to how to make this work, or even worked examples, which I could have a look at? I'd be grateful for any pointers, or if anyone has any better ideas. Many thanks, Lambs |
#4
Posted to microsoft.public.excel.programming
|
|||
|
|||
Excel / Word Interaction
Lambs,
I'm don't use Word much, but record a Word macro and see if it leads in a useful direction. Otherwise you could set Word bookmarks (or is it fields ??) to Excel values. NickHK "Lambs" wrote in message ... Thanks N, I have used the mail merge facility in Word before. However, I want to do it for one client at a time, rather than a bulk mailshot. How, from within Excel, would I fire up Word, fire up the mail-merge and select the correct client? I could do it manually in Word, but it isn't just for me, it's for a number of colleagues so it needs to be a click of a button and that's about it. Regards, Lambs "NickHK" wrote: Lambs, Word has a MailMerge function that may do what you want. NickHK "Lambs" wrote in message ... Dear All, I am looking at using an Excel spreadsheet to trigger a letter, based on a template. The spreadsheet will have a vertical list of clients, with certain set stages in the annual cycle being posted in columns. As I move along a row for a particular client, I shall log progress through stages; it would be great if I could call the Word application and 'tell it' to pull a Word template, which includes 'intelligent fields,' which in turn pull information from that client's row in the spreadsheet. e.g. a standard letter acknowledging receipt of payment, of a certain amount, on a certain date, etc. Perhaps a Command Button or a 'tick box' on each row, in the relevant column? Or a menu button which 'senses' which row (therefore client) is currently active? Is this more of a Word query than an Excel query? I am not sure. I am personally far happier in Excel, if it's a matter of choice. I know that other apps. can be called through the 'Shell' command, as I have read a little bit about it but my nose began to bleed once the book started talking about early -v- late binding... Does anyone know of an idiot's guide to how to make this work, or even worked examples, which I could have a look at? I'd be grateful for any pointers, or if anyone has any better ideas. Many thanks, Lambs |
Reply |
Thread Tools | Search this Thread |
Display Modes | |
|
|
Similar Threads | ||||
Thread | Forum | |||
ASP Excel interaction | Excel Discussion (Misc queries) | |||
Excel and web interaction | Excel Discussion (Misc queries) | |||
... interaction with Word ... | Excel Discussion (Misc queries) | |||
Interaction Excel and Word | Excel Programming | |||
excel/asp interaction - HELP! | Excel Programming |