Linking Word to Excel

[MoniqueB79]

We have Financial Statements in Excel that need to be in provided to the auditors in Word format. My boss was able to link the Word document to the Excel support but when he refreshes the data he loses all of his formatting. Is there a way to link it and preserve the formatting? I am not sure what process he is using but what I envision is something Mail Merge-esque.

Thanks for your help!

 

[Macropod]

Formatted data that are linked between applications always revert to the formatting applicable to the link format when the link is refreshed; that is unavoidable. That said, if you insert an Excel worksheet object into Word, then activate that object and use Excel's standard inter-workbook formulae for referencing external workbooks, the worksheet embedded in Word can have a format that is entirely independent of the formatting of the source workbook. The main potential drawback is that you'll need to activate the embedded sheet to update its data links.

 

[MoniqueB79]

Thank you, Paul!

I tested by inserting a table and copy/pasting the field from Excel into the proper Word table cell and it seemed to work well. Except for the problem that the linked data is in the center of the table cell so it looks like the table cell is three rows deep, when I only need one. Are you aware of a workaround for formatting this?

Thanks again!

 

[Macropod]

When linking that way, you should probably be using the unformatted text paste option. That will allow Word to control the paragraph formatting.

 

[MoniqueB79]

Awesome!!

Thank you sooo much!!