Copying Data and Graphs from Excel (V 14.07) and Pasting Into WOrd

**ralphr1959** · 11-29-2014, 07:04 AM

It seems the copy/paste cell/data/graphs link between Excel and Word (which I do have working) is dependent on the file names.

My process requires that I have a master excel file and a master word doc. I have this, and the Excel to Word links I created work fine (data from excel cells, excel graphs, into Word).

- To begin a new case, I open the master Excel file and tweak some labels, static text, and edit some formulas and graphs), then I save the Excel file as a new name (so I don't write over the original excel master which is my base starting point each time).

- Then I do the same to the Word doc (open the master, say yes to the 'bring in links from excel?' question, and 'save as' a new name (same name as the new excel file).

But I need the data that comes into the newly named Word doc from Excel to be the new data from the new Excel file. Not the data from the original master Excel file. I of course do not want to re-do all the links....I need this to be an automated process. Can I do this? I am kind of hoping I used the wrong 'Paste special' when I originally created the link between Excel and Word. Please help...;o)

**newdoverman** · 11-29-2014, 11:43 AM

This is not an ideal situation because it can be very easily messed up by not following procedures exactly as they should be.
Open both Excel and do your editing in Excel. DON'T SAVE YET. Open the Word file that matches the title of the Excel file that you have just edited. Refresh the links. The Word file should update with the latest data. Go back to the Excel file and save it under the new name. Go to the Word file and save it under the same name. Close both files.

If you edit the Excel file and save it under a new name before opening Word, Word will not be able to refresh the link because it is under a new name and the link will have to be re-established.

Open Excel, edit. Open Word, refresh links. Save Excel file under new name. Save Word file with the same name as Excel file.

**ralphr1959** · 12-10-2014, 05:50 AM

did not work...did you try this?

**newdoverman** · 12-10-2014, 10:38 AM

I recorded the instructions as I performed the task and tested it several times to be sure that it worked. If this did not work for you, I don't know what is going on at your end.