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Macro to populate a word template and feed an excel master sheet

  1. #1
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    Macro to populate a word template and feed an excel master sheet

    Hi

    I love an excel sheet but I'm pretty clueless about the world of VBA and macros other than have seen the benefits they can bring!
    I have 2 problems which I guess a macro or 2 of some sort could solve but not sure if I'm being too optimistic (i'm definately thinking beyond my ability).

    I have a excel template set up that I want to use when creating quotes for work (Quote-Invoice Template.xls) my idea is that every job quoted would have one of these sheets (all using the same template so having consistent structure). From the sheet I am wondering if it is possible to create a macro...

    Firstly - to use the data from the quote sheet so with the hit of a button a word template is populated with some of the information from the quote sheet (So customer name, address etc would fill into one section and then a section of the pricing information would pull to other sections) word example of what i mean attached (the red bits being what i would envisage coming from the excel sheet).

    Secondly - with the hit of another button the information from these job sheets would be populated into a master job log file - so here there would be a central file in which the topline information was kept - Job info (job ID, invoice number etc etc) and total costs, total price, each time a new job was costed a new sheet would be created which contains the macro which when used opens the master file adding the relevant data to the next available row.

    Appreciate these are probably 2 fairly complicated questions but any advice on how to approach this or where to look would be much appreciated (i've spent the last few days reading various threads and watching tutorials and have definately learned a thing or two but this one is beyond me)

    Thanks
    Rich
    Attached Files Attached Files

  2. #2
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    Re: Macro to populate a word template and feed an excel master sheet

    hi hieldy, first issue option, please check attachment. Place both files in the same folder or location, press "Create word document" button.
    Attached Files Attached Files
    Last edited by watersev; 03-02-2013 at 07:05 PM.

  3. #3
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    Re: Macro to populate a word template and feed an excel master sheet

    Thanks so much - this is great!
    I think I need to find a way to learn how to do this stuff myself - any tips on where to start?

  4. #4
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    Re: Macro to populate a word template and feed an excel master sheet

    there are a lot of VB learning materials online, as for the current forum this thread should be of some interest for you: http://www.excelforum.com/excel-prog...materials.html

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