Integrating Excel and Word

[ECB]

Hello there,

I hope this finds you all well. I'm back again, and I was hoping for some advice.

As part of my work, I produce reports in Microsoft Word. Maybe about 30 pages long, largely the same text information, with an amount of financial information pulled across from a default spreadsheet. Currently this is done by copy and paste. In essence though, I'm working with a default word document and a default excel document.

What I'd like to do is link the excel document and the word document so that once the excel spreadsheet is complete, it auto populates the word document.

I want to be able to insert specific cells, but also pivot tables into the reports.

I think from my understanding that this is theoretically possible - but is it practical? And what are the possible shortcomings of this approach rather than say copying and pasting the relevant information?

Thanks for any pointers,
B

 

[Joe4]

This sounds like a prime candidate for a Mail Merge.
If you Google "Mail Merge between Excel and Word", you will find lots of articles and tutorials that should help you through it.