Word and Excel integration

AllisterB

Board Regular
Joined
Feb 22, 2019
Messages
120
Office Version
  1. 365
Platform
  1. Windows
I have 20 branches with 30 pieces of financial data each. This information is in a table and grouped in a pivot table. I need to produce a word doc for each branch with several paragraphs of narrative. In between each of these tables I want to put data from the workbook for that branch.
What is the best approach?
I have thoughts of mail merge but appears problematic. Importing the tables somehow or is there a better way?
Thanks
 

Excel Facts

Do you hate GETPIVOTDATA?
Prevent GETPIVOTDATA. Select inside a PivotTable. In the Analyze tab of the ribbon, open the dropown next to Options and turn it off
One problem is how do you, for each branch document, get word to retrieve fields from the pivot table for the branch. Eg for Branch 100 get sales $ for product A.
 
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Well, you are going to have to get the data in to Word one way or the other. You may need to rearrange your data into a format that Word can work with. As far as creating similar documents that have only a few fields that differ in value, mail merge seems to be the way to go. I am not familiar with power query, but that would probably be my first stop. Have you checked into that?
 
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