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Embed a Word doc in a spreadsheet with "fields" linked to cell values?

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    Embed a Word doc in a spreadsheet with "fields" linked to cell values?

    Hey folks, I'm really still trying to formulate this, but the idea simply is to have sheet one with records. Sheet two would have an embedded Word document, or pdf if that would be easier. Areas in sheet two would be filled in with values based on what record was selected on sheet one. I know i did something possibly identical to this about 15 years ago, but i can't recall how nor can i find one of the workbooks, though i think i used an embedded pdf and somehow linked fields on the pdf to fields, but i can't recall if the fields were first created in the pdf or if i somehow mapped the fields once the document was displayed in Excel. Heck, i might of even used it as a background and linked text boxes to the cells for all i can recall...

    If this is hairy I will need to "just" recreate the Word document in Excel for sheet two, but it will be a bit of a pain, and I'd rather learn something new like this than take the old sledgehammer approach if possible. If I can link the areas in the embedded Word document, whether they be bookmarks or fields or something else, to a series of specific cells, then when a record is selected it copies the cell values to that specific cell series, would seem to be the easiest first step, and I can easy enough embed the Word or pdf document, but what to use as the "placeholders" in the target document I have little if any clue, and then how to link those to the cells would be the next trick.

    I likely am going about this convoluted for it's my first pass and i could use some sleep, so ALL options o direction are open!

    Thoughts?

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    Re: Embed a Word doc in a spreadsheet with "fields" linked to cell values?

    What you're describing is like trying to push a string end-wise up a hill with a pointy stick.

    While it is possible to link a Word document to cells in an Excel workbook via LINK fields in the document, doing that with a document embedded in the Workbook you're trying to link to is asking for trouble. Simply renaming the Excel workbook or moving it to a different folder will break the links. On top of that, you're trying to complicate things by trying to use variable ranges on Sheet1, which the LINK fields won't recognise - the ranges they link to are hard coded in the LINK fields.

    If you keep the Word document as a separate file from the Excel workbook, you can use LINK fields to reference particular cells on, say Sheet2 that would be updated by whatever changes you make on Sheet1. If you rename or move the Word document, the links will still work, but they'd break if you move or rename the workbook. The alternative is to embed Excel worksheets into the Word document and use normal Excel external workbook referencing formulae in those to reference your source workbook. The disadvantage of this approach is that the links won't update unless you open the embedded worksheets for editing.
    Cheers,
    Paul Edstein
    [Fmr MS MVP - Word]

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    Re: Embed a Word doc in a spreadsheet with "fields" linked to cell values?

    Much appreciate the warnings, as I would hate to go to all the trouble to finally get it together then down the road wonder what happened by some simple move or rename!

    Time to hammer out the document onto a spreadsheet I suppose...

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    Re: Embed a Word doc in a spreadsheet with "fields" linked to cell values?

    Would a mail merge work? A word document with fields an Excel spread sheet with data? I'm not an expert but it might be a simple solution? Good Luck

    Snickers1

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    Re: Embed a Word doc in a spreadsheet with "fields" linked to cell values?

    Much appreciated!

    I have already gone to the trouble of re-creating a dang extensive form from Word into Excel (well, I am about 3/4 finished...), but I will toy with the idea!

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