Hi There,
I am fairly new to this but I am trying to make a report in Word, I have a template that I am working from but I can't seem to find what I need online.
Basically I want to be able to type details in excel such as company name, address, products, specific products used. I have started this and for the cells that I have entered these into I have named the cells, there are a few cells with drop down menu's (I don't know if this would affect anything adversely)
What I would like to do is.... have it so that in word there are specific placeholders for these details that match the cell names in Excel. I want the entries in Excel to then go into those placeholders in Word which will populate a report template with the details needed.
I have seen this done before but I am not sure how to go about it. Ideally I would like to edit the details needed in the sheet based on the client and then once this is entered into the excel sheet generate a word document(or would I need to specify a document for it to populate?).
I am also wanting to have a few selectable paragraphs to import (can this be done? via tickbox to select which is to be imported?)
I know there are a lot of questions but any help is appreciated.
I am fairly new to this but I am trying to make a report in Word, I have a template that I am working from but I can't seem to find what I need online.
Basically I want to be able to type details in excel such as company name, address, products, specific products used. I have started this and for the cells that I have entered these into I have named the cells, there are a few cells with drop down menu's (I don't know if this would affect anything adversely)
What I would like to do is.... have it so that in word there are specific placeholders for these details that match the cell names in Excel. I want the entries in Excel to then go into those placeholders in Word which will populate a report template with the details needed.
I have seen this done before but I am not sure how to go about it. Ideally I would like to edit the details needed in the sheet based on the client and then once this is entered into the excel sheet generate a word document(or would I need to specify a document for it to populate?).
I am also wanting to have a few selectable paragraphs to import (can this be done? via tickbox to select which is to be imported?)
I know there are a lot of questions but any help is appreciated.
