Building a Macro Microsoft Word, Excel

1. where do you have project information (project name,  name, project number etc)? ,
    (Are your individual projects information in separate word files, and can you share the format of the word file?)
2. Where do you want to record these information to? (into an excel file)

1. Usually, the information of the projet is the name of the folder. But I can create an excel file if needed to get the information of the project. I am usually working between 4-5 projects in the same time. It would have been great to create a macro for each project in word and excel and automatically fill in the field when clicking on the relevant macro. Like an Add in in word, where each macro would fill a field.

2. I am using severals files like one word document for questioning, severals excel document for ordering, one excel document for project budgeting....and each time I`ve got to fill the same information. I am sure I could click on one macro in word like:  Macro - UniversityofNewYork and all the information corresponding to the University could be filled up automatically: Project Manager, Date, Project Name....  

Best Regards,

It is clear you are looking to automatically insert the project's data.
What isn't clear is:
1. Where will the macro get the required information from?
2. Where do you want the data inserted into?
3. What is the correlation between the Excel spreadsheet and the Word document.

It would be helpful to see the structure of the relevant files.

Ok, I send you some photo shortly...

Please find the 3 examples of file. But I`ve got much more of them to fill up. I can copy all the information of the project in a different space if needed. Usually, I`ve learn them by heart but they can be in an excel file like in the example.

1. Where will the macro get the required information from? I can create a master excel file with all the project informations
2. Where do you want the data inserted into? I want them inserted each time that I am working on a new blank document.
3. What is the correlation between the Excel spreadsheet and the Word document. They are 2 different type of documents We are using Word to ask information about a product for example.Excel is for budgeting, counting...

Hi,

I think we are in a similar department :) Difference being we are using ppt for reporting. My advice is, build the whole layout in excel and simply export it to where is needed. Currently i have 40 projects, and the data is changing with a drop down when needed exported. For retrieving data also can be done. Try to play with the macro recorder.

 I think the easiest would be if you have a table in word and a cell for every field simply copy paste the table in a new worksheet (which can also be done with a macro) and then a dropdown of the sheet names which will result in a different project being loaded on your master sheet.

An advice for future, when you are putting down something, upload the files and say from file one i would like that information to go to file 2....or i need a macro that goes into a folder loops the files gets some information and closes them :)


Good luck,
Lyubo

You should create a word document/template with bookmarks marking all the places you want to put data from Excel.

With that set up it should be easy to transfer data from Excel to the correct locations in Word.

@Lyubo: Interesting, I never seen reporting in ppt, so I could not see how it works. Dropdown is what I would like to achieve.

@Norie: I²ve just tried the signet as I never used it before. Still need to find out how to transfer the data from Excel into the location;