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Word 2007/Excel 2007 integration

Discussion in 'Business Applications' started by viessmanj, Oct 13, 2009.

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  1. viessmanj

    viessmanj Thread Starter

    Joined:
    Oct 13, 2009
    Messages:
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    I am trying to create a report/form that will have a client's address and information at the top and whoever worked the case one the bottom. We would have the client information in a spreadsheet and our various employees information in another. I'd like the users to have some way of selecting the cleint/employee information, possibly from a drop down box, then have the information inserted into the document in the appropraite fields. I am not that familiar with the advanced features of word/excel and have been having trouble figuring out a way to do this. I'd like to have the form with the data in it to save as a file. Most of what I have seen involve mail merges which doesn't seem to work in this case or references to VBA. Any help or guidance would be greatly appreciated.
     
  2. Aj_old

    Aj_old

    Joined:
    Sep 24, 2007
    Messages:
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    Welcome on board.
    Can you please give some more information, about the data structure you have, the needed result, and if possible provide some example files (with some dummy data)
     
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