Create automated paragraph based on criteria.

skhiani

New Member
Joined
Apr 23, 2012
Messages
19
I do a lot of financial writing with different numbers every quarter and change language based on the date. Is there an easy way to create a form that automatically writes the paragraph summary?

For example:

Forthe three months ended March 31, 2019, "Company name" generated revenue of "$XXX", which "$X" or "XX%" "greater" than same period prior year.

The sentence continues with gross profit and ebitda with the same format. Or is there a better tool versus excel for this?
 

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Joe4

MrExcel MVP, Junior Admin
Joined
Aug 1, 2002
Messages
52,071
Office Version
365
Platform
Windows
You could do it Excel, but Excel is not the greatest for text documents (won't look too professional).
If you stored the values in certain cells, like A1, A2, and A3, you could enter formulas like this:
Code:
="For the three months ended " & TEXT(A1,"mmmm dd, yyyy") & A2 & " generated revenue of " & TEXT(A3,"$0")...
However, if you want a more professional looking document, you can store the data in Excel, and then do a Mail Merge with Microsoft Word.
You can find lots of information and tutorials on how to set that up using a Google Search.
 

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