Export Excel Data to Existing Word Form

noveske

Board Regular
Joined
Apr 15, 2022
Messages
120
Office Version
  1. 365
Platform
  1. Windows
  2. Mobile
  3. Web
I've been searching for this solution but was unable to find what I needed. I've come across pulling full tables or just something not close to what I need it to do. Linking would just update the boxes. I just assume saving the document would just copy the same link. So then it would just keep updating. Saving as PDF would be a solution for that. But I wasn't able to find one that would fill in an existing form. It would create a new one with generic format.

The Excel Macro-Enabled Template and Word Template will be in the same folder.

I am trying to enter data in Excel then have it fill in the boxes in Word. The Word document form is an existing one that needs to be filled in. Could be done actively or run once completed. Once completed it would just need to be saved as a Word document or PDF.

Would using RTF Controls be the best solution? I was hoping to find something similar to modify, but had no luck.


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Hmm. So that would be an Excel form, data to Access, then to Word?

Something so simple to be so complex.
No, EVERYTHING in Access. Access Forms are so much more robust and easier to work with than Excel. The fields are automatically linked to the underlying tables (no need for VBA code to assign them).

And all things being equal, building Queries, Forms, and Reports is much easier in Access (when you know how). Mostly drag-and-drop.
Of course, you would need to learn Access first, if you didn't already know it. But if you know it, it is much better for these types of things, IMO.
 
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