How to automatically create word files conditionally based on excel sheet content?

[zooster]

Hello, I'd need to automate the creation of a word file from the content of excel rows, choosing a different template depending on the content of a specific cell.

I mean:
if K is 185 and D is lower than 31 (gender male) then open template 1a, populate certain fields of the template with A, B, C, H, etc..., then save to destination...
if K is 185 and D is higher than 41 (gender female) then open template 1b, populate certain fields of the template with A, B, C, H, etc..., then save to destination...
if K is 64 and D is lower than 31 (gender male) then open template 2a, populate certain fields of the template with A, B, C, H, etc..., then save to destination...
if K is 64 and D is higher than 41 (gender female) then open template 2b, populate certain fields of the template with A, B, C, H, etc..., then save to destination...

and so on for every row.

A macro would be preferred but I'm open to other solutions.

A

B

C

D

E

F

G

H

I

J

K

L

M

N

O

P

Q

R

S

T

U

V

W

X

Y

internal identifier nr

name surname

birth date

personal identifier nr.

file nr.

city

supervisor name

date of meeting

01/01/1900 00:00

19

185

location of meeting

0

0

location of agreement

01/01/1900 00:00

P

representative name

filing date

notification date

other party representative

internal identifier nr

name surname

birth date

personal identifier nr.

file nr.

city

supervisor name

date of meeting

01/01/1900 00:00

19

64

location of meeting

0

0

location of agreement

01/01/1900 00:00

P

representative name

filing date

notification date

other party representative

 

[Joe4]

Welcome to the Board!

Typically, the best way to transfer from Excel to Word is via Mail Merge.
I would probably use filters, filter the data you need, and then complete the mail merge for each filter (to the appropriate Word merge template).
There are many videos you can find on-line that discuss this (do a Google search on "excel filter data and word mail merge").

I also came across a YouTube video on Automating Mail Merges:

Hope that helps!

 

[zooster]

Still too complicated. I'd like an easier and more automated solution. Any code already available?

 

[Joe4]

Creating automation often is a complicated process, but usually the end result is the process created is simple for your users to use.
Whether or not there is already something out there that does something like this, I do not know. You would have to do some Google Searches.
Even if you do find something out there that does, you will probably need to modify it to suit your exact situation.

As far as getting the filters for each set of data for your 4 options in VBA code, you may be able to get a lot of that code by using the Macro Recorder and record yourself performing those steps manually. That is a great way to get snippets of code which you can use in your larger VBA project.