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exporting data from excel into word

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  1. #1
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    exporting data from excel into word

    Hello everybody. 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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    Forum Moderator Leith Ross's Avatar
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    Hello pboost1,

    Yes you can transfer information between the two programs. You would need to post both the worksheet and the Word document before anyone can answer any specific questions for you.

    Sincerely,
    Leith Ross

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    Since the form and spreadsheet is for work, I have to make some changes (security reasons) cause it was dealing with customer information. What I would like to do is when I enter the form number in the word document, to have the name of the people, and the mailing address autofill from the excel spreadsheet.

    For example: All the information that is equated to data form 1 to fill in on the word document when 1 is entered into the form number section of the Data form.

    Any help would be greatly appreciative. And Thanks in advance.
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    Forum Moderator Leith Ross's Avatar
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    Hello pboost1,

    I have a few questions for you about the workbook and document. First, I noticed you are using Drop Downs on the the document. Do you intend to have the user select the form number from the Form drop down? Will the other drop downs be used as drop downs. The data on the worksheet doesn't appear to match your document. Can you list which cells go where in the document?

    Sincerely,
    Leith Ross

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    Sorry for the confusion. I would like something similiar to =vlookup in the word document.

    For example, on the word document, when I enter a number 1 in the form number box, I would like Mickey mouse to fill in Name of customer (a), Minnie Mouse in Name of customer (b), the renewel date of 6-3-08 to fill in the date of form, and mickey's address to fill in the primary address.


    to translate it to cells, in the word document, when I enter 1 in the form number box, i would like 'Complete Info'B2 to fill in name of customer(a), 'Other People'B2 to fill in box (b), 'People'H3 to fill in date of form box, and a concatenate of 'People'D2 & 'Complete Info'c2 to fill in the primary mailing address.


    I would also like the same thing to happen when I enter 2, 3, or any other number from the data form column.


    I would like this to fill in the drop down form box from excel to word. i hope this makes it clearer.

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    Forum Moderator Leith Ross's Avatar
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    Hello pboost1,

    The attached zip file contains both the Excel file and the Word Document. The Word document has macro code added to copy the Excel data into the Drop Down fields. You have to click on each field in order to fill it. This is just the nature of the Word FormField DropDown. You may want to use another control. The Word document checks that the Excel workbook is running. If not the macro will inform of this. If you change tha name of the workbook, you must also change it in the Word document macro code. Test this out and let me know what you think about it.

    Sincerely,
    Leith Ross
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