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Transferring select excel data to a Word Document

Posted on 2016-10-19
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Last Modified: 2016-10-25
I have an excel spreadsheet, with multiple tabs, that I use to collect product on boarding documentation for a new application in  our company ( See New Service Onboarding v 1 6 template).   I need to take select information from that on boarding document, which will be filled out and saved as new onboarding document with the application name in it, and populate a word document template, see  product overview template, with that data from the excel document.

Here is the mapping of that data:
Excel                                           Word
General Information Tab (B5)                     Populate Product /Service: with data from General Information Tab (B5)
General Information Tab (B11)                   Populate Aliases/Key Words: with data from  General Information Tab (B11)
General Information Tab (B6)                     Populate Purpose:  with data from  General Information Tab(B6)
General Information Tab (B10)                   Populate Targeted users/LOB: from  General Information Tab(B10)
General Information Tab (B8)                     Populate Product Manager/Owner or contact: from General Information Tab(B8)
General Information Tab (B9)                     Populate Subject Matter Expert: from General Information Tab(B9)
ServiceNow Tab (B8)                                     Populate Configuration Item: from ServiceNow Tab (B8)
General Information Tab (B16)                   Populate System criticality:  from General Information Tab (B16)
Service Desk Information Tab (B5)             Populate Access Request Required?: from Service Desk Information Tab (B5)
Service Desk Information Tab (B6)             Populate Access Request Process: from Service Desk Information Tab (B6)
Service Desk Information Tab (B10)           Populate Product License Required?: from Service Desk Information Tab (B10)
Service Desk Information Tab (B11)           Populate Installation/license request process?: from  Service Desk Information Tab (B11)
Service Desk Information Tab (B14)           Populate  Workstation Installation/Web/Cloud?: from Service Desk Information Tab (B14)
Service Desk Information Tab (B16)           Populate Application URL: Service Desk Information Tab (B16)  

Hopefully that is clear and you can help me accomplish what I am looking to do.
New-Service-Onboarding-v-1-6.xlsx
Product-Overview-Template.docx
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Question by:Rrave26
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Accepted Solution

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Roy Cox earned 2000 total points
ID: 41850614
Why not set the overview page in Excel?

You can transfer to Word but it would involve creating Bookmarks in Word with Matching  Names in Excel. Then VBA code to transfer the data. If you had the Overview in Excel you could populate using formula, something like the attached.
New-Service-Onboarding-v-1-6.xlsx
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Author Comment

by:Rrave26
ID: 41851956
The reason that I didn't go down that path initially, was that we then have to import that page into ServiceNow as a Knowledge document.  Initially we don't have the ability, or I have not figured out how to yet, to import only one page, or tab, in this case.  I suppose I could use the set up you proposed, and then just copy and paste that page into a word document which could then be used as the import file into ServiceNow's KB module.  

Could we set up a script that would copy the overview page, open word, and paste that copied section?
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LVL 22

Expert Comment

by:Roy Cox
ID: 41852430
Simply right click on the Tab, choose Move or Copy, then  in the next step click Create a copy and from the To Book dropdown choose New Workbook
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Author Closing Comment

by:Rrave26
ID: 41858443
Thank you Roy, I have done that and amended my process a bit more.
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LVL 22

Expert Comment

by:Roy Cox
ID: 41858936
Pleased to help
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