My goal is something similar to what mail merge does only by using a VBA Code to automate it a little more.
Right now I have an Excel Spread Sheet that is generated each month and a Microsoft Word Template. Each time this Excel Spreadsheet is generated and saved into a file, I have a power query set up to extract specific data into a table.
I am attempting to figure out a VBA Code that will pull the first row of data, fill it into the Microsoft Word Document where each piece goes (example, date top left, Dear (name), etc. Then, I need the word document to Save As PDF and have it pull from that same excel spreadsheet the name to be saved as, Once complete, I want it to close the word template, without saving it, reopen the template and run again with the next row of data.
Codes I’ve found online similar to this have not been working for me and I cannot figure out why. I’m extremely new to this.
Any assistance is SO appreciated.
Thank you.
Right now I have an Excel Spread Sheet that is generated each month and a Microsoft Word Template. Each time this Excel Spreadsheet is generated and saved into a file, I have a power query set up to extract specific data into a table.
I am attempting to figure out a VBA Code that will pull the first row of data, fill it into the Microsoft Word Document where each piece goes (example, date top left, Dear (name), etc. Then, I need the word document to Save As PDF and have it pull from that same excel spreadsheet the name to be saved as, Once complete, I want it to close the word template, without saving it, reopen the template and run again with the next row of data.
Codes I’ve found online similar to this have not been working for me and I cannot figure out why. I’m extremely new to this.
Any assistance is SO appreciated.
Thank you.