Best way to automatically refresh formulas

[cottage6]

Greetings,
I understand that formulas in a Word document don't automatically refresh,
so I'm searching for a user-friendly way to make this happen. I saw a post
regarding an auto-open macro which works swell, but I know beyond a shadow of
a doubt that after keying numbers some of the users will not close and
re-open the file to update the calculations. Since these are employee
performance appraisals, all hell is going to break loose if they're wrong. I
can assign a macro to an autoshape in Excel, but it doesn't look like I can
in Word? Any advice on how to best proceed with this would be great! Any
ideas? Thanks and have a good day.

 

[macropod]

Hi cottage6,

Presumably, you're using a document constructed as some sort of form. If that's the case, you should consider providing formfields
for the user input and setting the formfields' properties to 'calculate on exit'. That way, if you protect the document for forms,
your:
1. users will only be able to edit/update the parts of the form that you want them to; and
2. formulae will automatically update with out the need for a macro.

Cheers

 

[cottage6]

Macropod,
Thanks for getting back to me; congrats on your MVP status! Anyway, the
documents I'm revamping have been around for awhile and were probably
converted from Word Pro and who knows what before that. All 5 documents are
set up using tables, so I'd need to do a lot more revising to change them all
to forms and recreate the fields. I've added an AutoOpen macro that will set
the Options to update the fields when printing. Since this is not my normal
job and I was just assigned to help, I think I need to move on. I'm a Lotus
Notes database developer and don't work in Word a lot, but am starting to see
a real value in creating forms. If warranted, that's the way I'll start with
a new document in the future. Thanks again for your help!

Hi cottage6,

Presumably, you're using a document constructed as some sort of form. If that's the case, you should consider providing formfields
for the user input and setting the formfields' properties to 'calculate on exit'. That way, if you protect the document for forms,
your:
1. users will only be able to edit/update the parts of the form that you want them to; and
2. formulae will automatically update with out the need for a macro.

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Greetings,
I understand that formulas in a Word document don't automatically refresh,
so I'm searching for a user-friendly way to make this happen. I saw a post
regarding an auto-open macro which works swell, but I know beyond a shadow of
a doubt that after keying numbers some of the users will not close and
re-open the file to update the calculations. Since these are employee
performance appraisals, all hell is going to break loose if they're wrong. I
can assign a macro to an autoshape in Excel, but it doesn't look like I can
in Word? Any advice on how to best proceed with this would be great! Any
ideas? Thanks and have a good day.

 

[macropod]

Hi cottage6,

Setting up your existing documents as forms probably wouldn't be all that difficult. For some guidance, see:
http://gregmaxey.mvps.org/Repeating_Data.htm

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Macropod,
Thanks for getting back to me; congrats on your MVP status! Anyway, the
documents I'm revamping have been around for awhile and were probably
converted from Word Pro and who knows what before that. All 5 documents are
set up using tables, so I'd need to do a lot more revising to change them all
to forms and recreate the fields. I've added an AutoOpen macro that will set
the Options to update the fields when printing. Since this is not my normal
job and I was just assigned to help, I think I need to move on. I'm a Lotus
Notes database developer and don't work in Word a lot, but am starting to see
a real value in creating forms. If warranted, that's the way I'll start with
a new document in the future. Thanks again for your help!

Hi cottage6,

Presumably, you're using a document constructed as some sort of form. If that's the case, you should consider providing
formfields
for the user input and setting the formfields' properties to 'calculate on exit'. That way, if you protect the document for
forms,
your:
1. users will only be able to edit/update the parts of the form that you want them to; and
2. formulae will automatically update with out the need for a macro.

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Greetings,
I understand that formulas in a Word document don't automatically refresh,
so I'm searching for a user-friendly way to make this happen. I saw a post
regarding an auto-open macro which works swell, but I know beyond a shadow of
a doubt that after keying numbers some of the users will not close and
re-open the file to update the calculations. Since these are employee
performance appraisals, all hell is going to break loose if they're wrong. I
can assign a macro to an autoshape in Excel, but it doesn't look like I can
in Word? Any advice on how to best proceed with this would be great! Any
ideas? Thanks and have a good day.

 

[cottage6]

Awesome info on that website; I didn't know I could do half that stuff.
Thanks!

Hi cottage6,

Setting up your existing documents as forms probably wouldn't be all that difficult. For some guidance, see:
http://gregmaxey.mvps.org/Repeating_Data.htm

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Macropod,
Thanks for getting back to me; congrats on your MVP status! Anyway, the
documents I'm revamping have been around for awhile and were probably
converted from Word Pro and who knows what before that. All 5 documents are
set up using tables, so I'd need to do a lot more revising to change them all
to forms and recreate the fields. I've added an AutoOpen macro that will set
the Options to update the fields when printing. Since this is not my normal
job and I was just assigned to help, I think I need to move on. I'm a Lotus
Notes database developer and don't work in Word a lot, but am starting to see
a real value in creating forms. If warranted, that's the way I'll start with
a new document in the future. Thanks again for your help!

Hi cottage6,

Presumably, you're using a document constructed as some sort of form. If that's the case, you should consider providing
formfields
for the user input and setting the formfields' properties to 'calculate on exit'. That way, if you protect the document for
forms,
your:
1. users will only be able to edit/update the parts of the form that you want them to; and
2. formulae will automatically update with out the need for a macro.

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Greetings,
I understand that formulas in a Word document don't automatically refresh,
so I'm searching for a user-friendly way to make this happen. I saw a post
regarding an auto-open macro which works swell, but I know beyond a shadow of
a doubt that after keying numbers some of the users will not close and
re-open the file to update the calculations. Since these are employee
performance appraisals, all hell is going to break loose if they're wrong. I
can assign a macro to an autoshape in Excel, but it doesn't look like I can
in Word? Any advice on how to best proceed with this would be great! Any
ideas? Thanks and have a good day.