Quotation form in word, pulls quote number from excel based on next cell

[JimS1]

Hello all,
As I continue to try and learn more and more excel I am decided to try something that is way outside what I currently know withing excel or word. I am trying to build a quotation form template in word that will assign the quote number based on an excel spreadsheet "quotation log".
A little background, I have moderate excel skills and NO VB skills.

I am wanting to use the following quotation number format.

"17-033101-JS"
Yr-Month/Day/Serial-Quoted By Initials

I want to type out my quote in word and then; within word, have the document open and reference the next available cell within an Excel Spreadsheet, assign the quote number based on the above format, Save the document and repeat if necessary. Am I asking too much? Is this even possible?

here is the log portion copied from Excel

Quote Number Date Quoted By Buyer Name Company Name Dollar Amount
[TABLE="width: 1081"]
<tbody>[TR]
[TD]17-033104-JS[/TD]
[TD]31-Mar[/TD]
[TD]JS[/TD]
[TD]HECTOR[/TD]
[TD]COMPANY 123[/TD]
[TD]$5,524.00[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]17-033105-JS[/TD]
[TD]31-Mar[/TD]
[TD]JS[/TD]
[TD]BILL[/TD]
[TD]COMPANY 345[/TD]
[TD]$578.00[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]17-033106-JS[/TD]
[TD]31-Mar[/TD]
[TD]JS[/TD]
[TD]WILLIAM[/TD]
[TD]COMPANY356[/TD]
[TD]$2,235.00[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]17-033106-JS[/TD]
[TD]31-Mar[/TD]
[TD]JS[/TD]
[TD]BILL[/TD]
[TD]COMPANY 34456[/TD]
[TD]$1,579.00[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]17-040101-JS[/TD]
[TD]1-Apr[/TD]
[TD]JS[/TD]
[TD]JAMES[/TD]
[TD]COMPANY BLAH BLAH[/TD]
[TD]$10,025.00[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]17-040102-JS[/TD]
[TD]1-Apr[/TD]
[TD]JS[/TD]
[TD]CHERYL[/TD]
[TD]COMPANY STILL BLAH[/TD]
[TD]$26,046.00[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]17-040103-JS[/TD]
[TD]1-Apr[/TD]
[TD]JS[/TD]
[TD]STACY[/TD]
[TD]COMPANY IM BORED[/TD]
[TD]$154,358.00[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]17-040104-JS[/TD]
[TD]1-Apr[/TD]
[TD]JS[/TD]
[TD]RON[/TD]
[TD]COMPANY I NEED HELP[/TD]
[TD]$568,568.00[/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]


Any help would be appreciated!

Thanks
Jim

 

[oldbrewer]

Is it possible to use only excel and dispense with word ? You can make tables in excel and place hundreds of words in a single cell, after all....

 

[Macropod]

You could do this quite easily from Word using mailmerge. Simply configure the mailmerge main document for a normal letter merge, then add a SKIPIF field to it, coded as:
{SKIPIF«Quote_Number » <> {FILLIN "Issue Quote #" \o}}
or:
{SKIPIF{=(«Quote_Number » < {FILLIN "First Quote #" \o})+(«Quote_Number » > {FILLIN "Last Quote #" \o})}= 1}
The first rendition allows you to input a single Quote #; the second allows you to input a start & finish Quote # so that a range can be generated in one go.

Executing a mailmerge with such a SKIPIF field will generate a new document with all the data from the Excel workbook filled in. No macros required.

Note: The field brace pairs (i.e. '{ }') for the above examples are all created in the document itself, via Ctrl-F9 (Cmd-F9 on a Mac); you can't simply type them or copy & paste them from this message. Nor is it practical to add them via any of the standard Word dialogues. Likewise, you can't type or copy & paste the chevrons (i.e. '« »') - they're part of the actual mergefields, which you can insert from the 'Insert Merge Field' dropdown. The spaces represented in the field construction are all required.