Results 1 to 4 of 4
  1. #1
    3 Star Lounger
    Join Date
    Nov 2001
    Posts
    342
    Thanks
    0
    Thanked 0 Times in 0 Posts

    Drive Word template from Excel (2003)

    I complete an insurance rating model for each client and save the file. At the end when a client accepts the terms I want to create a schedule, so I want to be able to click on a

  2. #2
    Plutonium Lounger
    Join Date
    Mar 2002
    Posts
    84,353
    Thanks
    0
    Thanked 29 Times in 29 Posts

    Re: Drive Word template from Excel (2003)

    You can use Automation to control Word from within Excel using VBA code. There are several ways to populate the amount in the Word document. For example:
    - Put a placeholder in the document, e.g. @@@@@@1, and use Find/Replace to replace it with the cell value.
    - Put a bookmark in the document, and set the text of the bookmark range to the cell value.

    See The Office XP Automation Help file is available for download for general info on Automation (it workd the same in Office 2003 as in Office XP).

    BTW were the replies to <post:=626,938>post 626,938</post:> useful?

  3. #3
    2 Star Lounger
    Join Date
    Sep 2002
    Location
    Birmingham, England
    Posts
    123
    Thanks
    0
    Thanked 0 Times in 0 Posts

    Re: Drive Word template from Excel (2003)

    A quick and dirty way I use is to get Excel itself to write the letter.
    Once you get over the non-WYSIWYG 'feature', it's a functional word processor.
    Construct your sentences using formulas like
    ="Date of loan: "&TEXT(VLOOKUP($BR$3,[do_it_all.xls]data!$A$1:$V$500,21,FALSE),"d mmm yyyy")
    This one inserts the date from column 21 in the row in the range data!$A$1:$V$500 which corresponds (in my case) to a member number typed or pasted into my cell BR3 on the active sheet.
    That line of the letter might then read
    Date of loan: 23 Jan 2005
    I leave you to decide what the printed version of this line of the letter might look like
    ="Subject to legal limits, you could apply for a loan of up to about

  4. #4
    3 Star Lounger
    Join Date
    Nov 2001
    Posts
    342
    Thanks
    0
    Thanked 0 Times in 0 Posts

    Re: Drive Word template from Excel (2003)

    Thanks for your comments, guys. I think the bookmarks method is probably the most suitable for my requirements.
    Thanks again!

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •