HOW DO I MERGE DATA FROM EXCEL TO AN EXCEL WORKSHEET IN WORD?

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kris - 21 Feb 2006 07:43 GMT

im trying to make a mortgage flyer for my husband. i want to make the letter
in word, using an excel worksheet. i have a database in excel that i would
like to use.
how do i merge the information from excel into the worksheet in word while
still enabling the mortgage payments to calculate after the merge?

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Ed - 21 Feb 2006 17:14 GMT

Why don't you do all the calculations in Excel, and just use a Mail Merge to
put it all into Word?
Ed

> im trying to make a mortgage flyer for my husband. i want to make the letter
> in word, using an excel worksheet. i have a database in excel that i would
> like to use.
> how do i merge the information from excel into the worksheet in word while
> still enabling the mortgage payments to calculate after the merge?

Reply to this Message

kris - 23 Feb 2006 17:40 GMT

that is what i was trying to do, but in the when i put an excel worksheet on
my word document, it will not let me put a merge field where i need the
information to merge from excel into word. it just highlights the 3x2 excel
box in word and will allow me to change numbers. i just need one of those
cells to have a changing number, i have already put the mortgage formula into
the excel worskeet in word, but getting it to merge is my issue.

> Why don't you do all the calculations in Excel, and just use a Mail Merge to
> put it all into Word?
[quoted text clipped - 6 lines]
> > how do i merge the information from excel into the worksheet in word while
> > still enabling the mortgage payments to calculate after the merge?

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Ed - 23 Feb 2006 19:35 GMT

Okay - I think you need to get a better idea of this. It sounds like what
you want to do is put the Excel mortgage calculator into your Word document.
That's called "embedding". "Merge" is where you set up data fields in Word
that link back to the data in an external source, such as an Excel file.
The actual Excel file never goes into your Word doc using Mail Merge.

For Mail Merge, I point you to the Word Help files, Tools>>Mail Merge, and
the microsoft.public.word.mailmerge.fields newsgroup.

For the other, you may want to repost your question here with a bit more
detail of exactly what you want to accomplish (what is your end result, as
opposed to what you think you need to do), and give it a Subject like "Ho to
embed interactive Excel in Word".

HTH
Ed

> that is what i was trying to do, but in the when i put an excel worksheet on
> my word document, it will not let me put a merge field where i need the
[quoted text clipped - 13 lines]
> > > how do i merge the information from excel into the worksheet in word while
> > > still enabling the mortgage payments to calculate after the merge?

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kris - 25 Feb 2006 05:38 GMT

Yes i am very confused about this whole ordeal. All i know is how id like to
do it, and i think i am having trouble trying to explain it. I thank you for
being patient with me, this is really not my cup of tea.. so to speak.. My
document is typed out in word and has an excel table with three columns, and
two rows. the top rows i named to match the data in my excel work book. (loan
amount, rate and payment) im having trouble trying to merge the information
from excel into the excel table in my word doc. i dont know if im using the
correct terminology but i have over 50,000 loans amounts, and names that have
to be put onto a flyer. i need those loans amounts in my excel program to
merge into the fields of the excel "table?" in word. Once the loan amounts
merge, a new payment will calculate. does that make sense? am i making this
too hard on myself? is there an easier way? i dont understand how to do the
embedding and reading up on it doesnt sound like it will do what im searching
for. the first time i clicked on mail merge in word program it would not give
me an option to insert a merge field into the excel table. if it is easier
for you and if you are willing to help me please email me at aklap187@aol.com
thank you.

> Okay - I think you need to get a better idea of this. It sounds like what
> you want to do is put the Excel mortgage calculator into your Word document.
[quoted text clipped - 36 lines]
> while
> > > > still enabling the mortgage payments to calculate after the merge?

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Ed - 28 Feb 2006 13:45 GMT

Kris: If you're still here, I'm wondering if you've gotten anywhere with
this. It almost sounds like you want to put an interactive Excel loan
calculator in your Word doc, and as far as I know that's not impossible, but
only useful if this is an electronic document. Then you have to deal with
your end recipient having Word, Excel, and possibly allowing macros in order
to get your functionality. If this is the case, I would be tempted just to
do the whole thing in Excel - it's a poor word processing and letter-writing
program, but a few text box and merged cells can go a long way.

If this is just a print document, then you need to set up your calculator in
Excel and cycle it once for every name on your list. Then you just pull
appropriate numbers, along with the name, address and other stuff, into Word
via Mail Merge fields.

Sorry I'm not more help, but I'm still having a difficult time envisioning
what you're trying to accomplish.
Ed

> Yes i am very confused about this whole ordeal. All i know is how id like to
> do it, and i think i am having trouble trying to explain it. I thank you for
[quoted text clipped - 54 lines]
> > while
> > > > > still enabling the mortgage payments to calculate after the merge?

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