SOLVED: Create a custom report
I would like to create a custom report that takes data from Excel and merges it into a Word document. It's a bit different from a Mail Merge. Here is an example of what I mean:
Let's say that my reports have a possibility of the following six sentences:
1: Here is the forecast for today.
2: Here is the forecast for yesterday
3: Today the weather is cloudy
4: You may want to take a raincoat today
5: You won't need a raincoat today
6: Please remember to support your local weatherman
I would envision a column in which I would indicate which sentences I want included in the report. So let's say I indicate that I want sentence 1, 3, 5, and 6. It would generate the following:
Here is the forecast for today. Today the weather is cloudy. You won't need a raincoat today. Please remember to support your local weatherman.
A mail merge document would require that I put all the data in columns, so that I would have six columns. This will get unwieldy, in that these reports will have several hundred possible statements.
EDIT: Tried out the solution. Worked exactly as I hoped.
Last edited by jcm4ccc; 02-04-2015 at 09:34 AM.
Re: Create a custom report
I would have a single cell that merges together the multiple statements you want to include, so it looks like the sample paragraph you showed. Then Copy that cell, and Paste it as a Link to the target Word document. Then every time you update the Excel file, refresh the Word document and the change will be shown.
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