Hello everyone,
I am trying to find a way to simplify generating multiple "individual profiles" in excel. I have been made aware that we are doing this manually at the moment and I would like to automate the process a bit. The individual profile has 3 excel tables and currently the profile is in a word document, they grab the table paste into word and save the profile.
I am thinking I can create a template in excel. Then would it be best to have a macro cycle through the different people update the tables and save the worksheet as a pdf or xls file? These files are currently in word but i do not see the need to keep them there if the printout looks the same for them.
If i need to clarify anything else let me know. I am just looking for a few options.
Thanks in advance!
I am trying to find a way to simplify generating multiple "individual profiles" in excel. I have been made aware that we are doing this manually at the moment and I would like to automate the process a bit. The individual profile has 3 excel tables and currently the profile is in a word document, they grab the table paste into word and save the profile.
I am thinking I can create a template in excel. Then would it be best to have a macro cycle through the different people update the tables and save the worksheet as a pdf or xls file? These files are currently in word but i do not see the need to keep them there if the printout looks the same for them.
If i need to clarify anything else let me know. I am just looking for a few options.
Thanks in advance!