Organizing literature in Excel

J

jjinqueens

Version: 2008
Operating System: Mac OS X 10.5 (Leopard)

I am not sure if this is for excel or word, but here is my problem that I know you smart folks can please help me with!
I am creating a database of literature (author, title, journal, year, etc) because I need something searchable. The end product, however, will need to be a word document with a list of the information (a references page) to submit with a proposal. Is there a way to create a database with the info (author etc) I need, that is searchable, but to later export said data into a list?
 
P

Phillip Jones

I'll give an attempt using 2004:

create your excel information save first column as headings. (bold face
them and/or use a colon beside them).

Now fill in each of the rows with information appropriate to information
name in column heading.

Save file.

Now open word and insert name of column heading

example (Check help to make sure I have formatted correctly)

<Name:>
<Address:>
<City:>, <State> <Zip:>
hit return after zip once. (what this does is put a space between start
of one set of information in one row and the information from the next row.)

Now click on tools menu and click data merge Manger.

when window open choose the desired excel file to get your information from.

now chose whether data merge All or you can choose which items to merge.

In your case choose all.

You can also open a Blank document choose desired file and from Data
merge window drag and drop your place holders. then insert spaces and
punctuation as needed.

This is based on 2004 but I believe its the same for 2008 maybe slight
differences in titles and or locations.


Version: 2008
Operating System: Mac OS X 10.5 (Leopard)

I am not sure if this is for excel or word, but here is my problem that I know you smart folks can please help me with!
I am creating a database of literature (author, title, journal, year, etc) because I need something searchable. The end product, however, will need to be a word document with a list of the information (a references page) to submit with a proposal. Is there a way to create a database with the info (author etc) I need, that is searchable, but to later export said data into a list?

--
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Phillip M. Jones, CET |LIFE MEMBER: VPEA ETA-I, NESDA, ISCET, Sterling
616 Liberty Street |Who's Who. PHONE:276-632-5045, FAX:276-632-0868
Martinsville Va 24112 |pjones@kimbanet.com, ICQ11269732, AIM pjonescet
------------------------------------------------------------------------

If it's "fixed", don't "break it"!

mailto:pjones@kimbanet.com

<http://www.kimbanet.com/~pjones/default.htm>
<http://www.kimbanet.com/~pjones/90th_Birthday/index.htm>
<http://www.kimbanet.com/~pjones/Fulcher/default.html>
<http://www.kimbanet.com/~pjones/Harris/default.htm>
<http://www.kimbanet.com/~pjones/Jones/default.htm>

<http://www.vpea.org>
 
C

CyberTaz

Conceivably you could use Word's Citations manager or create a Table in a
Word doc, but you might be better off using Phillip's suggestion of building
a list in Excel. If you use a table or Excel make sure to create a separate
column for each data item (i.e., First Name & Last Name of author as 2
columns, not just 1 Author column).

Another advantage in Excel - Once you put in your captions (field names) yo
can use the Data> Form to more easily add your records. Also, once you're
ready to add them to your doc you have a number of options ranging from
copy/paste to using Word's Mail Merge Manager - Catalog feature.

Post back to the appropriate group with any specific questions regardless of
which direction you go:)

HTH |:>)
Bob Jones
[MVP] Office:Mac
 
J

jjinqueens

I hope this was OK as an appropriate group - please someone just tell me if no.

These are great suggestions and easy to follow - I am having one difficultly with this part: "Now click on tools menu and click data merge Manger.

when window open choose the desired excel file to get your information from.

now chose whether data merge All or you can choose which items to merge.

In your case choose all."

When I choose "data merge manager", a data merge manager palette opens, but no window or way to select the file i'd like to derive the data from.

Thank you so much, again, I'm a teacher trying to get tech-savvy!
 
C

CyberTaz

You have to follow the Mail Merge Manager steps, the first of which is to
specify the type of merge document. Once you've done that you can go on to
step #2 & "Get List".

HTH |:>)
Bob Jones
[MVP] Office:Mac
 
P

Phillip Jones

also its possible each of the sub items are closed in which you click on
the disclosure triangles which opens that section.
I would open all the disclosure triangles and leave them open.
You have to follow the Mail Merge Manager steps, the first of which is to
specify the type of merge document. Once you've done that you can go on to
step #2 & "Get List".

HTH |:>)
Bob Jones
[MVP] Office:Mac

--
------------------------------------------------------------------------
Phillip M. Jones, CET |LIFE MEMBER: VPEA ETA-I, NESDA, ISCET, Sterling
616 Liberty Street |Who's Who. PHONE:276-632-5045, FAX:276-632-0868
Martinsville Va 24112 |pjones@kimbanet.com, ICQ11269732, AIM pjonescet
------------------------------------------------------------------------

If it's "fixed", don't "break it"!

mailto:pjones@kimbanet.com

<http://www.kimbanet.com/~pjones/default.htm>
<http://www.kimbanet.com/~pjones/90th_Birthday/index.htm>
<http://www.kimbanet.com/~pjones/Fulcher/default.html>
<http://www.kimbanet.com/~pjones/Harris/default.htm>
<http://www.kimbanet.com/~pjones/Jones/default.htm>

<http://www.vpea.org>
 

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