Use embedded Word document as template ... Excel macro to populate the document

[bisel]

Hello All,

I don't know if this is something that is practical ... hoping perhaps someone can help.

I have a large workbook that is a financial analysis application. Lots of macros. I have users that have asked if there is way to create a routine that would populate a Word document with data from the workbook.

My thought is that perhaps an embedded Word document might work. This embedded document would be a template with boilerplate text already created along with positional fields for specific data from the Excel workbook. I have worked with linked fields in the past and perhaps that might be a way to work this ... the only problem is updating the link source. Perhaps a template with various links to the Excel workbook and then a macro that would update the link source could be a solution.

I think I can identify various named fields in Excel and copy and paste the data into a Word document at various points in the document. Have to see what obstacles I might encounter as I try to do that.

But, for the present ... is this practical? Has anyone done something like this before? Looking for some guidance.

Thanks,

Steve

 

[mole999]

have you reversed the problem, look at word mail merge

 

[bisel]

I have been thinking of a way to do this.

What I want to do is have a relatively easy way for the end user (not me) to click on a command button which would activate an embedded Word document. Once the Word template document was open, then query the user to identify the linked source ... full path and filename ... of the Excel workbook. The workbook is not likely to be the same name as I created as the user first step is to rename the file. So any links already in the Word document will no longer function .. .hence, the need to have the user to update the link source.

Steve