A
Alison
How can I set up a basic report template where I could change basic
information (like the name of a client) with one input and include several
differently sorted charts from the same data from an Excel spreadsheet? The
amount of Excel data would change (# of entries and actual information), but
the basic formatting and categories would not. I visualize typing in all the
data, including the client's name, city, etc. and research data into one
Excel spreadsheet sheet, then completing a data merge with the document all
at once. I would love it if Word could ask me about the basic information
(like a form) and then just extract and format the necessary research data
from Excel. I've played with Mail Merge and VBA, but I have not had any luck.
Any ideas?
information (like the name of a client) with one input and include several
differently sorted charts from the same data from an Excel spreadsheet? The
amount of Excel data would change (# of entries and actual information), but
the basic formatting and categories would not. I visualize typing in all the
data, including the client's name, city, etc. and research data into one
Excel spreadsheet sheet, then completing a data merge with the document all
at once. I would love it if Word could ask me about the basic information
(like a form) and then just extract and format the necessary research data
from Excel. I've played with Mail Merge and VBA, but I have not had any luck.
Any ideas?