Need help with MS Excel....?

Question

I have quite a large worksheet/database of clients. I also have a short form that needs to be filled out for each one of these clients and printed out. Each of the items within the form that needs to be filled in is available in it's own column in the workbook. Is there a way to have excel automatically fill in this form and print it out or at least output one for each record in my worksheet?

Answer 1

Mailmerge with Word and Excel. I merge letters and labels this way all the time.



Your form/main document should be in Word. In the document, put a temporary mark (like ???) where data should be. We will go back and enter the merge fields later.



Your Excel datafile should have column headings.



These are my notes for a letter. Your form is comparable to a letter.



***************************

First, compose your letter. Where you want name, address, etc., type some sort of marker like an X.



· click Tools

· cl Mailmerge

· You should get the Mailmerge Helper window



· cl Create

· cl form letter

· active window



· cl Get Data

· cl Open Data Source

· browse to your Excel datafile, indicate in file type that it is an Excel Datafile, click Open

· cl o.k. to select the whole datafile



· You will be told there are no merge fields in your main document

· click Edit Main Document (you are returned to your letter)

· select the first line with the x to highlight, click Insert Merge Field

· select the field(s) name ( example: firstname space lastname “enter”)

· select the second line with the x

· cl Insert Merge Field, cl the address

· select the third line, cl Insert Merge Field

· cl the city, state, zip



· File, Save As - give your letter a name

· click the Merge button

· cl New Document (to merge to a file instead of the printer)



· Now merge. Your letter/form will go to a file which you can save if you wish.



You can save the main document and reuse it ad infinitum or until your computer crashes.

Answer 2

Look into creating a form letter in Word. You design the form and insert variables where you want data from the spreadsheet to appear. The variables are actually the column headers in Excel.

Answer 3

What you've described would be better suited to a regular database program that would allow you to create reports formatted however you want them to appear. If you have Microsoft Access, you can create a database that links to your spreadsheet and then define a report to print the data. If Access is not an option, it would be possible to produce a report using routines written in Visual Basic for Applications (VBA), which is available in the various programs that comprise Microsoft Office.

Answer 4

A undertaking that has many events and many information that make it imposible to manage with an ordinary excel sheet, definely needs using the Microsoft undertaking (or the Open undertaking) application. i'm only ending the implementation of a large undertaking and that i used both: Microsoft undertaking for the timeline and the comparisons between the baseline and the truthfully dates, as well as an excel spreadsheet with all the different small archives and events, so i did not free administration of any of them. wish this help

Answer 5

HI,

Yes go to your Excel worksheet and select tools the Macro an then record a Macro to add the cells values you want into your form, save it (it should do this auto) then add a button to the WS to run the Macro when it's pressed, if you need help please I.M me