Excel / Word Interaction

[Lambs]

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

[NickHK]

Lambs,
Word has a MailMerge function that may do what you want.

NickHK

"Lambs" <Lambs@discussions.microsoft.com> wrote in message
news:04D83636-51E4-4D61-9131-5EAF59AEEBAD@microsoft.com...
> 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

[Lambs]

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" <Lambs@discussions.microsoft.com> wrote in message
> news:04D83636-51E4-4D61-9131-5EAF59AEEBAD@microsoft.com...
> > 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
>
>
>

[NickHK]

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" <Lambs@discussions.microsoft.com> wrote in message
news:4A46E948-D0C8-4527-9371-2242D092785D@microsoft.com...
> 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" <Lambs@discussions.microsoft.com> wrote in message
> > news:04D83636-51E4-4D61-9131-5EAF59AEEBAD@microsoft.com...
> > > 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
> >
> >
> >