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Export Excel Data to Seperate word documents

  1. #1
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    Export Excel Data to Seperate word documents

    Hi All,

    I have an excel spreadsheet full of information, that I have been asked to switch over to a word template I have been supplied

    Each Row in the Spreadsheet B6:N6 contains information to be put into one template, which I can decide where to go in the template using content control and a word table, there are about 40 rows so would need the code to repeat until it hits a blank

    I have transferred information from word to excel using tables and content control

    But have never done it the other way around, and not with a set template

    Any advise on how to get this code started would be great

    Regards
    Last edited by Simon.xlsx; 07-28-2015 at 06:04 AM.

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    Re: Export Excel Data to Seperate word documents

    It sounds like mail merge might be one possibility but impossible to know without some sort of template (both spreadsheet and word doc) ourselves :D
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    Re: Export Excel Data to Seperate word documents

    I have never worked with Mail Merge before

    Please see attached example spreadsheet and word template

    Certain parts of the word template will always remain the same for each row of data, so maybe these can be built into the template to keep things more straight forward

    I have put the corresponding excel cell references into the word document

    hope this makes sense

    Thanks for the quick reply
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    Re: Export Excel Data to Seperate word documents

    Here is the problem I am having with the mail merge:

    Mail merge is much more efficient when the column headings are in row 1 of a spreadsheet and each individual person for example is in rows. Alternatively similar to above but in a named range elsewhere in the spreadsheet.

    Ideally if you could slightly change your spreadsheet to something like this then It would work just fine.

    If not then I don't think I am experienced enough with it so that I can help you.. apologies!
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    Re: Export Excel Data to Seperate word documents

    Thanks for the reply,

    I can easily change around the spreadsheet, see attached spreadsheet I have modified

    I don't know anything about mail merge, if you could advise where to go from here that would be great

    Much appreciated, this will save me a lot of time as i have lots of these documents
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    Re: Export Excel Data to Seperate word documents

    That spreadsheet is perfect for mail merging!

    Please find attached your slightly modified template word document..All I have done is added some "merge fields" which will automatically be filled for each record. However because of how mail merge works, some bits will have to be done manually. The good news however is that it only has to be done on the first one!

    Instruction for Mail Merge:

    1. Ideally save both word document and spreadsheet in the same place.
    2. Open the word document.
    3. Under the mailings tab in the ribbon click: Select recipients -> Use exisiting list -> Locate spreadsheet
    4. You can check it is correct under edit recipients.
    5. Click preview results and edit the manual bits.
    6. You can scroll between all records by using the arrows.
    7. Finish the merge.

    Hopefully this is a good enough description to help you!
    Attached Files Attached Files

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    Re: Export Excel Data to Seperate word documents

    That worked perfectly, thanks for your help, it was very clear and easy to understand

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