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Linking Excel to Word

  1. #1
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    Linking Excel to Word

    Hi folks

    I'm having trouble with linking data from Excel to Word. I'm using MS office 2007.

    I'm working on a clients database of customers. I've created pivot tables and formulas to manipulate the data into a summary of the customer spreadsheet.

    I want to display these tables in word as a report which will be sent to the client on a monthly basis. I have pasted the tables using paste special/paste link/ as formatted text.
    The trouble i have is that when i add new customer data and refresh the source tables in excel the data is not pulled through in word (despite saying yes to update fields when opening the word doc).

    I have changed the data range (alt+9) to pick up the whole pivot table but when i do that it includes the filter which i do not want to show as well as empty columns and rows. It also messes up the formatting of the table.

    Do I get word to expand the table with new data?

    I need word to act like a report for excel. I'm creating this for someone else to use so the process of updating the clients monthly report needs to be as simple as possible.

    I am not VB literate so i need clear instructions to do this.

    If anyone has any suggestions i would very much welcome them.

    thank you

  2. #2
    Forum Expert macropod's Avatar
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    Re: Linking Excel to Word

    Hi hstanbury,

    In Excel, name the range you want the link applied to. In Word, change the LINK field's range reference to the named range. For the latter:
    • select the LINK field in Word and press Shift-F9 to expose the field code. You should see something like:
    { LINK Excel.Sheet.12 "C:\\Users\\hstanbury\\Documents\\Filename.xlsx" "Sheet1!R1C1:R10C10" \a \f 4 \r }
    • change the field code to:
    { LINK Excel.Sheet.12 "C:\\Users\\hstanbury\\Documents\\Filename.xlsx" "MyRange" \a \f 4 \r }
    where 'MyRange' is the Excel range name.

    From now on, whenever the named range in Excel changes, so too will the linked data in Word.
    Cheers,
    Paul Edstein
    [Fmr MS MVP - Word]

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