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Word/Excel 2003 - Filling in data from Excel in a Word Document

Discussion in 'Other PC Software' started by CUISTech, 2008/12/22.

  1. 2008/12/22
    CUISTech

    CUISTech Inactive Thread Starter

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    I've done this only once, and my googling has turned up fruitless. I don't know the vocab term for what I'm trying to do here. I either need the term, or just a quick walkthrough, if someone's a master at Office.

    I have an Excel document, where cell data should be referenced in a word document. For example, cell C2 says "2008" for the date. On the word document, I have the reference (as appears on screen) <<date>>, which is supposed to fill in as "2008," calling the cell data from C2 in the associated document.

    The last time I saw this, the person who did it said it was some kind of "mail merge" trick - even though he did it using Word and Excel as described above.

    But I'm not e-mailing anything, so I'm thoroughly confused and my memory is swiss cheese. Google is proving less than cooperative since "mail merge" is turning up stuff I don't need.

    EDIT: It's a two-row spreadsheet. Row 1 is the type of data, and Row 2 is the actual data. This is a generic form we write and overwrite as a form letter. So, each of the entries, like <<date>> is a category from Row 1, but needs to be populated with Row 2 cell data when that data changes.
     
    Last edited: 2008/12/22
  2. 2008/12/22
    CUISTech

    CUISTech Inactive Thread Starter

    Joined:
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    Solved! (I hope)

    (1) View > Toolbars > Mail Merge
    (2) In the Mail Merge toolbar, select Open Data Source
    (3) Find and select the data source, then click "open "
    (4) Select the appropriate option from the pop-up menu
    (5) Toggle the button that says <<abc>> to see the referenced cell data

    The cell data will always populate appropriately if the referenced file stays in the same location and the referenced file is saved before toggling the "view merged data" (<<abc>>) button.
     

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