How to create a Word report using Excel?

MB1984

New Member
Joined
Oct 26, 2020
Messages
1
Office Version
  1. 365
Platform
  1. Windows
Hi There,

I am fairly new to this but I am trying to make a report in Word, I have a template that I am working from but I can't seem to find what I need online.

Basically I want to be able to type details in excel such as company name, address, products, specific products used. I have started this and for the cells that I have entered these into I have named the cells, there are a few cells with drop down menu's (I don't know if this would affect anything adversely)

What I would like to do is.... have it so that in word there are specific placeholders for these details that match the cell names in Excel. I want the entries in Excel to then go into those placeholders in Word which will populate a report template with the details needed.

I have seen this done before but I am not sure how to go about it. Ideally I would like to edit the details needed in the sheet based on the client and then once this is entered into the excel sheet generate a word document(or would I need to specify a document for it to populate?).

I am also wanting to have a few selectable paragraphs to import (can this be done? via tickbox to select which is to be imported?)

I know there are a lot of questions but any help is appreciated.
 

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