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  1. #1
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    Inserting Data from Excel into Word

    Hi,

    At my work, we have to prepare several documents for auto loan transaction.

    Those documents share most of the data like Engine Number, Chassis Number, etc.

    Let's say that we have 100 auto loan transactions.

    The details of those transactions is stored in Excel.

    Now, I would like to ask what is the most convenient way to insert those data from Excel into several word documents for the 100 auto loan transactions.

    Kind Regards,

  2. #2
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    You could use mailmerge. Simple and effective. See: http://www.gcflearnfree.org/word2013/31
    Cheers,

    Paul Edstein
    [MS MVP - Word]

  3. The Following User Says Thank You to macropod For This Useful Post:

    MoonLaf (2015-11-02)

  4. #3
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    Dear macropod,

    I can't thank you enough for the great tip.

    I did a lot of testing and the results are promising.

    I have some questions regarding variables in the auto loans.

    For example, if there is a down payment paid by the client, I want an additional line to be added with the below format:

    Less Dow Payment "Down Payment Field".

    I tried to achieve this using Rules in Mail Merge, If ... then ... else ...

    But I didn't get the desired results, any suggestions?

  5. #4
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    The are at least two ways of doing this. For example, you could use the MERGEFIELD \b and/or \f switches:
    {MERGEFIELD Down_Payment \b "Text before the mergefield" \f "Text following the mergefield"}
    Alternatively, you can use an IF test:
    {IF{MERGEFIELD Down_Payment}<> "" "Text {MERGEFIELD Down_Payment} Text" "Text if empty"}

    Note: The field brace pairs (i.e. '{ }') for the above example are all created in the document itself, via Ctrl-F9 (Cmd-F9 on a Mac); you can't simply type them or copy & paste them from this message. Nor is it practicable to add them via any of the standard Word dialogues. The spaces represented in the field construction are all required.

    For more mail merge field coding advice, see the Sticky Word Mailmerge Tips & Tricks thread: http://windowssecrets.com/forums/sho...ips-amp-Tricks
    Cheers,

    Paul Edstein
    [MS MVP - Word]

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    MoonLaf (2015-11-23)

  7. #5
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    You could also use copy/paste special and click the first item in the box that opens. You can also set a link in case you want to update the Excel information in box places.

  8. #6
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    Not exactly a practical option for the OP's needs:
    Quote Originally Posted by MoonLaf View Post
    the most convenient way to insert those data from Excel into several word documents for the 100 auto loan transactions.
    Last edited by macropod; 2016-02-18 at 11:47.
    Cheers,

    Paul Edstein
    [MS MVP - Word]

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