Repost from Printing group

[tom]

Hey, I still need some help here.
I've got a large excel file with two main portions. The
first is a database of clients and associated specific
information about them. The second portion calculates
various details of the service we offer specific to one
client at a time's individual information. I also have a
Word document that can pull off information from the
Excel file so when it prints, it's got the client's name,
address, etc, and it has portions of the results from the
calculation portion in a nice letter. The calculation
portion can only work on one client's information at a
time. I have made it very easy to change the current
client by numbering them and entering a specific client's
number into a predetermined cell in the Excel file. So,
want to analysis client #15's information? Just put 15 in
that cell. Now print the word document and a letter
customized for client #15 comes out. Very nice, but
here's what I need. My database is large, and ever
increasing. It would take a long time to change the
client number from 1 update merged fields and print in
Word, to 2 update merged fields and print from Word, to 3
update merged fields and print from Word, etc, etc to
200+. How do I "push a button" or do something simple to
have all 200 come out the printer. If I do that now, Word
updates the fields for Name, Address, etc, but not for
the information that came from the calculation portion of
the Excel file. I need both sections to update for each
client without doing it myself. Additionally, the need
may arise to letter that only apply to clients who's
information produces specific results from the
calculation portion of the Excel file. Is it possible to
narrow the list using various restriction criteria?

tom

 

[Kent]

That would be macro programming at least and entirely
based on your current design as to level of complexity.
You may want to consider hiring that done.

Excel Support Technician
www.canhelpyou.com

 

[tom]

Hi Kent!
Thanks for responding. Yes, I realize that this is
probably going to take a macro, but I've thought of a way
to simplify it (hopefully) but I need some additional
help from you (lurkers are also welcome to help). Here's
what I've come up with. Adding more columns in my
database spreadsheet. Each of these columns will
represent one piece of the calculated data for each
client by row. Once it's all lined up in the same row
with the client's name, address and other information
that doesn't change, it's quite simple to mail merge it
to Word and print 200 client's at a time.
Here's the question I need help with. How can I have
Excel calculate the data from client #1, and return the
results to the new columns in client #1's row, then do
the same for client #2, without messing up the results
from #1, etc to #200. If I can "hit a button" to make
that happen, it's only one more step to merge and print.
Also when I "hit the button" it's important that each
client's data results be updated based on "current
information" which I can change day to day based on what
we are able to offer with the current market, and the
time that's gone by since I last dealt with the client.
Those are really one thing, the point is, it has to rerun
the results on demand.
Thanks is advance for your (or anyone else)'s help and
ideas.
tom