Linking Word to fill data from Excel

Linking Word to fill data from Excel

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dapprman

Original Poster:

2,440 posts

273 months

Saturday 3rd September 2022
quotequote all
Here's an interesting question someone here might be able to answer.
Can I set up a couple of tabs in Excel with columns along the lines of Name, Address, Tel, etc (there's a good reason to keep the two lists separately), then in set up a Word template where filling one box or selecting from a list will result in various fields in the document being filled ? Note this is not for a mail merge, and here a mail merge will not work.
Additionally, if the above is possible, can I also set it up so if key people are selected additional text is added to the document ?

21TonyK

11,810 posts

215 months

Sunday 4th September 2022
quotequote all
I think I know the sort of thing you are trying to achieve. I'd describe it as a merge restricted to a single record/row in Excel where the criteria for selecting the record/row is set by an option chosen in the document which is also based on data in Excel?

I did something similar several years ago and from distant memory it was very macro heavy. I've found it easier to create the "document" in Excel for a lot of other things.

biggiles

1,823 posts

231 months

Sunday 4th September 2022
quotequote all
I agree with 21TonyK, it sounds like a "mail merge of 1". Filter for the row(s) you want, then mail-merge.

dapprman

Original Poster:

2,440 posts

273 months

Monday 5th September 2022
quotequote all
Yup, which could be a lot of work for little gain alas.