use Excel data to create a word drop down list, then update fields

  • Thread starter David Pelizzari, IS Manager
  • Start date
D

David Pelizzari, IS Manager

I am trying to automate a Word document using data from an Excel spreadsheet.
I want the user to be able to pick a ship-to location (column C in Excel)
from the Word document drop down list, then automatically update the form
fields below using other columns (d,e,f,g, etc...) I do not want to have to
continuously update the drop-down list in Word (and with some 75 addresses,
makes life difficult to input all the column C data manualy). Any help would
be greatly appreciated.
 
D

Doug Robbins - Word MVP

Simpler to store the data in a Word document.

This routine loads a listbox with client details stored in a table in a
separate
document (which makes it easy to maintain with additions, deletions etc.),
that document being saved as Clients.Doc for the following code.

On the UserForm, have a list box (ListBox1) and a Command Button
(CommandButton1) and use the following code in the UserForm_Initialize() and
the CommandButton1_Click() routines

Private Sub UserForm_Initialize()
Dim sourcedoc As Document, i As Integer, j As Integer, myitem As Range,
m As Long, n As Long
' Modify the path in the following line so that it matches where you
saved Clients.doc
Application.ScreenUpdating = False
' Open the file containing the client details
Set sourcedoc = Documents.Open(FileName:="e:\worddocs\Clients.doc")
' Get the number or clients = number of rows in the table of client
details less one
i = sourcedoc.Tables(1).Rows.Count - 1
' Get the number of columns in the table of client details
j = sourcedoc.Tables(1).Columns.Count
' Set the number of columns in the Listbox to match
' the number of columns in the table of client details
ListBox1.ColumnCount = j
' Define an array to be loaded with the client data
Dim MyArray() As Variant
'Load client data into MyArray
ReDim MyArray(i, j)
For n = 0 To j - 1
For m = 0 To i - 1
Set myitem = sourcedoc.Tables(1).Cell(m + 2, n + 1).Range
myitem.End = myitem.End - 1
MyArray(m, n) = myitem.Text
Next m
Next n
' Load data into ListBox1
ListBox1.List() = MyArray
' Close the file containing the client details
sourcedoc.Close SaveChanges:=wdDoNotSaveChanges
End Sub

Private Sub CommandButton1_Click()
Dim i As Integer, Addressee As String
Addressee = ""
For i = 1 To ListBox1.ColumnCount
ListBox1.BoundColumn = i
Addressee = Addressee & ListBox1.Value & vbCr
Next i
ActiveDocument.Bookmarks("Addressee").Range.InsertAfter Addressee
UserForm2.Hide
End Sub

The Initialize statement will populate the listbox with the data from the
table and then when a client is selected in from the list and the command
button is clicked, the information for that client will be inserted into a
bookmark in the document. You may want to vary the manner in which it is
inserted to suit our exact requirements, but hopefully this will get you
started.

To make it easy for you, the code has been written so that it will deal with
any number of clients and any number of details about each client. It
assumes that the first row of the table containing the client details is a
header row.


--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

"David Pelizzari, IS Manager"
 
G

Greg Maxey

David,

After some hair pulling frustration with Excel, I would have to agree
with Doug. First, you can't have a dropdown field in Word with over 25
entries. You will have to use a UserForm ListBox control.

I am neither a master of Word VBA or Excel, but I did scrabble together
some code that appears to work as you intend. I may post it is an
Excel group in hopes of learning if I have made gross errors ;-).

For this example, I created auser form (named UF) contain one listbox
and one command button.

I call the userform with:

Sub CallUF()
Dim myFrm As UF
Set myFrm = New UF
myFrm.Show
Unload myFrm
Set myFrm = Nothing
End Sub

I created a test Excel file named: C:\myWorkbook1
The spreadsheet had 3 columns "Name" "Age" "Address"
I named the excel range containing the data "mydatabase"

Next I populated the listbox from the spreadsheet column 1 (or listed
all of the names) using the Userform Initialize event.

'First, you need to set a reference in your project to the
"Microsoft DAO 3.51
'(or 3.6) Object Library".

Private Sub UserForm_Initialize()
Dim db As DAO.Database
Dim rs As DAO.Recordset
Set db = OpenDatabase("C:\MyBook1.xls", False, False, "Excel 8.0")
Set rs = db.OpenRecordset("SELECT * FROM `mydatabase`")
While Not rs.EOF
Me.ListBox1.AddItem rs.Fields(0).Value
rs.MoveNext
Wend
rs.Close
db.Close
Set rs = Nothing
Set db = Nothing
End Sub

In the document, I created bookmarks "Name" "Age" "Address" where I
wanted the data to appear. I used the Command Button click event to
process the UserForm Listbox selection and populate the data in the
document:

Private Sub CommandButton1_Click()
Dim db As DAO.Database
Dim rs As DAO.Recordset
Dim oNameRng As Word.Range
Dim oAgeRng As Word.Range
Dim oAddressRng As Word.Range
Dim oBM As Bookmarks
Dim i As Long
Set db = OpenDatabase("C:\MyBook1.xls", False, False, "Excel 8.0")
Set rs = db.OpenRecordset("SELECT * FROM `mydatabase`")
Set oBM = ActiveDocument.Bookmarks
Set oNameRng = oBM("Name").Range
Set oAgeRng = oBM("Age").Range
Set oAddressRng = oBM("Address").Range
i = Me.ListBox1.ListIndex
oNameRng.Text = Me.ListBox1.Text
oBM.Add "Name", oNameRng
rs.Move (i)
oAgeRng.Text = rs.Fields(1).Value
oBM.Add "Age", oAgeRng
oAddressRng.Text = rs.Fields(2).Value
oBM.Add "Address", oAddressRng
Me.Hide
End Sub


Like I said, I am no expert with Excel and while it appears to work in
this simplified example it may actually be a real dog's breakfast.
 

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