Excel - Exporting into Word

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Justin
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Re: Excel - Exporting into Word

Post by Justin »

I have a trade customer that uploads there regular orders onto a shared Excel spreadsheet in Dropbox. Either of us can then go on at any time and retrieve the details etc. This works really well but as always I'm never completely happy ;-)

The trade customer enters in names and address of his ordering customers in a single line in Excel. We then copy and paste this info. into Word to allow a printed address label. I can do a special paste to keep the font formatting the same (Only just worked that out!) but it would be great if it split the address down into the complete format, at the moment it just spills over 3 lines.

I've thought of many different ways to do this but nothing quite works. I'm thinking it would be better if my trade customer entered the name and address into separate fields, in essence a database. This may then make it easier to export and keep in the right format. E.g. Name, House No./Road, Town, County, Postcode. I've started reading about Pivot Tables and wonder if this is the key. I've also thought about using a database rather than Excel.

It's really just an exercise on saving time and if I'm honest it's a bit of an ongoing challenge.

Hopefully I'm missing something obvious, maybe I'm over-complicating something that works (kind of) OK :-)
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Re: Excel - Exporting into Word

Post by Skye »

Hi Justin,

Pivot tables are not the answer in this instance.

The easiest way to make labels from Excel data is to use the mailmerge function in Word. There's no copying data between Word & Excel. Instead Word reads the Excel file.
However Word still needs the address in its constituent parts, e.g. Name, address2, address2, etc.

Does your customer put a comma or other delimiter in the address so that you know where the line breaks are? or are you doing it by eye?
If there are delimiters it is easy enough to split the address in Excel.

If it were me, I would change the Excel sheet to have more columns for the address and get the customer to split the address for you.

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Justin
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Re: Excel - Exporting into Word

Post by Justin »

Yes they use a comma :-) Well, usually! haha. Thanks for the reply, I can see what you're saying....maybe this could be possible ;-)
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Re: Excel - Exporting into Word

Post by Angloman »

just get filemaker pro and make your own excel sheet which will create labels
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Re: Excel - Exporting into Word

Post by Justin »

Just looking at Filemaker, not cheap ;-)

Been playing around with the mail merge into Word labels as per Skyes excellent advise. This really seems to work well i think I just need to work out the comma delimiters to crack it now.

Some clever and knowledgeable folk on here...and me! haha
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Re: Excel - Exporting into Word

Post by Justin »

Got this all sussed now, many thanks to Skye :-) All looking really good, saving me a lot of time as well.
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