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.
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.