Merging data from excel to word

  • Thread starter Thread starter tom
  • Start date Start date
T

tom

We use office xp and currently have spreadsheets that
calculate rates of return on client portfolios. We print
these to adobe. We add a letter from word to pdf. What I
would like to do is merge data from the spreadsheet to the
Word document. The excel spreadsheet is for one client
only and we would like to bring over specific data that
was calculated in the spreadsheet. FYI- we have numerous
speadsheets for all our clients.
 
Hi Tom

Copy the Excel cells that you require, Then open your
word document.

Click to the position that you require the data, then
select Edit - Paste Special.
Now select the Paste as Microsoft Excel WorkSheet Object
and choose either "Paste or Paste Link"

I have a simular setup where I use a word
document "linked" to an Excel WorkSheet, any Information
that is updated in Excel is updated to the word document.
Remember that the Word Document is "live" and that only a
pdf print will reflect the "snap shot" at any one time.
 
I am familiar with the copy and paste function. I was
looking to automate the process. The entire issue here is
we have one standard word document that is used for many
client portfolio spreadsheets. I did not want to have a
Word document for each.
 
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