(1/2) Automating Word Documents from Excel - No VBA

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  • Опубліковано 7 жов 2024

КОМЕНТАРІ • 159

  • @imsmilen3
    @imsmilen3 8 місяців тому +8

    4 years after posting and still helping people!! Thank you!

  • @maizuva6491
    @maizuva6491 2 роки тому +18

    Dude - I spent literally hours looking for this. People talking about legacy text boxes and whatnot, and in 4 minutes boom. sorted.

  • @codylane2504
    @codylane2504 4 роки тому +28

    Simple, straight to the point, no complicated macros. Really helped me when I had a project that had a bunch of labels and I didn't want to fill in the fields individually.

  • @HotButteredCorn
    @HotButteredCorn 2 роки тому +5

    Thank you! I have been beating myself up black and blue for HOURS trying to take very specific Excel fields and merge them into differnt places in a word doc. WOW. And then ... I stumble into your solution. Well done. Lean / clean / straightforward. Thanks.

  • @time4sanity
    @time4sanity 4 місяці тому +2

    I KNEW there was a way to do this. Thank you for the simple example. It clarified A LOT for me in designing my documents and merges!! Much appreciated.

  • @LepeOa
    @LepeOa Рік тому +3

    I tried to lookup a video for days that explained this in a simple way like this! Thank you soooo much

  • @thomaticus7507
    @thomaticus7507 4 місяці тому +1

    Thank you so much for this!!!!! I remember trying to learn this many many years ago. never could do it. Now I needed to use this skill and found your video.

  • @martincarbonell7032
    @martincarbonell7032 2 місяці тому

    Finally real automation between Excel and Word. Cell by Cell. Thank you !

  • @didiervalley6704
    @didiervalley6704 Рік тому +1

    Andrew from France Mille mercis pour ce tuto qui correspond à mon attente et que je cherche depuis un bout de temps!

  • @gagandeepchani2169
    @gagandeepchani2169 3 роки тому +4

    I have watched a couple of videos and most of them are worth watching but this one from Andrew is found best among these all... Thank you ! 😊

  • @AudreMcNutt
    @AudreMcNutt 3 місяці тому

    Thank you so much! I've been searching for this but didn't know how to name it, and this is perfect

  • @camillamason2505
    @camillamason2505 Рік тому +1

    This just changed my life. THANK YOU!!

  • @ellurgomti
    @ellurgomti 2 роки тому +1

    Thank you. You saved almost a day's work. I completed in 2 hrs. Excellent video. Easy to understand and execute.

  • @jawadahmadakhter8253
    @jawadahmadakhter8253 2 роки тому +1

    Thanks Andrew. Easiest way to automate word

  • @86smcneil
    @86smcneil 2 роки тому +2

    EXACTLY what I was looking for. I haven't tried it yet, however, with your excellent teaching ability I feel like I will be able to do just what I needed. Thank!

  • @bhthllj
    @bhthllj 5 місяців тому +1

    Great, no-bs explanation. Thanks a bunch!

  • @drknockers
    @drknockers 3 роки тому +6

    Thanks! This is going to cut hours out of my work day

  • @joelbergan6783
    @joelbergan6783 3 роки тому

    Sorry to dead head an older vid, but THANK YOU. You saved me so much work of manually copy/pasting the results of an o365 form. (As far as I can find you can't automate the form results into word with previous form submissions, the only trigger in flow/automate is for new form submissions ******** M$) THANK YOU.

  • @EricLiu-SDAT
    @EricLiu-SDAT 6 місяців тому +1

    this is the best tutorial ever... thank you

  • @carsloversintherealandgami8116

    thanks so much i don't know how can i thank you you are the best i love you

  • @brentmillercopywriting
    @brentmillercopywriting 3 роки тому +1

    This was so helpful, especially grabbing the recipients from the excell file you are using. So cool!

  • @ProfeARios
    @ProfeARios 3 роки тому +1

    Thank you so much for your help!!!!! Blessings!!!! You are a lifesaver!!!! Regards from the Republic of Panama!!!!

  • @DrMadisenHarper
    @DrMadisenHarper 3 роки тому +1

    Thanks so much for sharing your knowledge. You've saved me SO MUCH TIME with re-entering duplicate data in forms. Appreciate it!

    • @noahjagger1112
      @noahjagger1112 3 роки тому

      Sorry to be so offtopic but does anybody know of a method to get back into an instagram account..?
      I somehow forgot the password. I love any tips you can offer me

  • @maliduhettiarachchi2206
    @maliduhettiarachchi2206 11 місяців тому +1

    I was struggling for days . Thank you so much

  • @jdasbkb
    @jdasbkb Рік тому +1

    nice, simple and straight to direction

  • @username-oq1cc
    @username-oq1cc 5 місяців тому

    Thanks a bunch, it took me while to find your video among all the one that are using 3rd party tools, plugins, etc. Much appreciated!
    I like your to-the-point style of explaining.

  • @sheezy1979
    @sheezy1979 8 місяців тому +1

    Amazing! Found the solution thanks to you!

  • @RelayerBob
    @RelayerBob Рік тому +2

    Thank you, that was super clear and easy to follow. Worked perfectly.

  • @kilo03twenty
    @kilo03twenty Рік тому +1

    Straight to the point and easy to follow. Thank you.

  • @lawrencekoestler742
    @lawrencekoestler742 7 місяців тому +1

    Thanks for the video. Just what I needed.

  • @johnarmarego8940
    @johnarmarego8940 3 місяці тому

    great presentation exactly what I needed

  • @maureenbrown5651
    @maureenbrown5651 2 роки тому

    Thank you, I was able to follow your instructions and it worked.

  • @murtadaalrubaie2379
    @murtadaalrubaie2379 8 місяців тому +1

    That was truly very helpful

  • @anilmutlu
    @anilmutlu 3 роки тому +1

    Thank you man. You saved my life. God bless you.

  • @Aquanick84
    @Aquanick84 Рік тому +1

    This is so excellent. Thank you!!!

  • @elizabethc7519
    @elizabethc7519 3 роки тому

    Simple but good. It is the most straight forward video of how to add excel data to work. Thanks.

  • @CCMRPM
    @CCMRPM 3 роки тому

    Thank you so much for making this easy to understand!!!!! You made my night~ have a great weekend!

  • @affandyyy
    @affandyyy 3 роки тому +1

    Now I can use this for the rest of my life

  • @excel_lent9372
    @excel_lent9372 20 днів тому

    Hey Bro I don't know would you read my comment or not. But I really wanna say thanks to you. It helped me so much. I appreciate it bro. Thanks so much. I subscribed your channel and press like button.

  • @James-T-Kirk
    @James-T-Kirk 2 роки тому +1

    Great tip. This was very helpful. Thank you.

  • @chupitrompi5614
    @chupitrompi5614 2 роки тому

    you are a soldier, great content and straight to the point, subscribed and thanks my friend

  • @bencoxmail
    @bencoxmail 2 роки тому +1

    great vid! quick and to the point. thanks!!

  • @عبيدأحمدلتعليمالبناءوالهندسةال

    Thank you so much for this video.

  • @SherriAI
    @SherriAI 2 роки тому

    that worked like a charm. thank you

  • @TristanMaxwell
    @TristanMaxwell 2 роки тому +1

    Thank you so much for this video, this was so straightforward and easy to do ❤

  • @beurjess
    @beurjess 2 роки тому +1

    Thank u for the info, this is what I need 😍 ..

  • @banolswt8977
    @banolswt8977 4 роки тому +2

    Andrew Fant, that is awesome👍

  • @Technicalvidz
    @Technicalvidz 3 роки тому +1

    Great Great Great and fantastic, Thank you so much Sir

  • @marryme7478
    @marryme7478 Рік тому

    내가 찾던 자동화 방법 입니다 감사합니다.

  • @marcuswagner8987
    @marcuswagner8987 5 місяців тому

    FINALLY! THIS SOLVED

  • @AmrateMoustafa
    @AmrateMoustafa 2 роки тому

    Thank you. That was very helpful!

  • @DeanneR
    @DeanneR 3 роки тому +2

    this was very helpful thank you

  • @rick-vista1612
    @rick-vista1612 4 місяці тому

    Kudos to you sir!

  • @denise.davis-probaterealtor
    @denise.davis-probaterealtor 8 місяців тому +1

    Thank you!

  • @BABA-is8kv
    @BABA-is8kv Рік тому +1

    Your awesome! Thank you!

  • @alonsovivarsierra8400
    @alonsovivarsierra8400 Місяць тому

    Helped a lot thanks

  • @benoit7342
    @benoit7342 7 місяців тому

    Thank you for this vidéo!❤

  • @GregVirgoe
    @GregVirgoe 10 місяців тому +1

    Can you use this same technique for creating standard letters from a selection of pre-written paragraphs?

    • @andrewligonfant319
      @andrewligonfant319  10 місяців тому +1

      Of course! In fact, I've used this to do that exact thing.

    • @GregVirgoe
      @GregVirgoe 10 місяців тому

      @@andrewligonfant319 do you have a video on that ?

    • @Crunch630
      @Crunch630 7 місяців тому

      Just use common sense dude. IF formulas and writing long sentences as the cell values.

  • @mohdimranyusof2889
    @mohdimranyusof2889 3 роки тому +1

    Fantastic. tq very much.

  • @izzetalev2024
    @izzetalev2024 10 місяців тому

    @Andrew Ligon Fant, many thanks, was indeed very helpful.
    Quick question: I would like to save each word document for 'John' and then 'Jane' in your case.
    What do I need to do then ?

  • @ZombieRofl
    @ZombieRofl 3 роки тому +1

    YES this works

  • @estudos6491
    @estudos6491 6 днів тому

    Thank you. I need to fill 50 word documents, so the excel table has 50 lines, how to this just clicking a button, and all the 50 word documents fill automatically each one using one of these lines from the table?

  • @MrLeoprovodnik
    @MrLeoprovodnik 3 роки тому +1

    Thank you MUCH!

  • @Allen.N.Humphries
    @Allen.N.Humphries Місяць тому

    I thought I finally had what I needed, but when I clicked preview results, the date Excel displays as Tuesday, December 31, 2024 displays in Word as 2024-12-31. I need the display to be the same format. It appears that all that links is the serial number of the date.

  • @buzoreyes
    @buzoreyes 2 місяці тому

    Most useful

  • @EtchTzy
    @EtchTzy 8 місяців тому +1

    Thanks

  • @arianerose04
    @arianerose04 Рік тому

    Superhelful! Thank you.

  • @MosquitoBait
    @MosquitoBait 6 місяців тому

    Thanks a million

  • @rasithlakshan9101
    @rasithlakshan9101 2 роки тому

    excellent , and thanks

  • @ihabal-mafradji9854
    @ihabal-mafradji9854 2 роки тому +1

    Thanks for the help! How can I keep the formatting of the excel cells into the inserted word fields? For example I have a cell format as finance (€ 1.000.000,00) and when I follow all steps I get 1000000 as an amount

    • @mrahhmedable
      @mrahhmedable 10 місяців тому

      Hi. Did you find a solution to this?

  • @baddanerachid8909
    @baddanerachid8909 Рік тому

    THANKS A LOT BRO

  • @rachelbarney9493
    @rachelbarney9493 2 роки тому +1

    This is great info but I have ran into a dilemma. I have a formula in excel that needs to show the dollar amount in word but it is not in currency: can that be fixed?

    • @andrewligonfant319
      @andrewligonfant319  2 роки тому

      Would putting the dollar sign into the Word template work?

  • @brianrosenstein7290
    @brianrosenstein7290 3 роки тому +1

    Awesome Vid. Thanks. If I need to make changes to the data would I be able to do this through Word? Does the data flow in both directions?

  • @DesignReady.
    @DesignReady. 2 роки тому +1

    What if I want to skip the empty cells

  • @acaciomagalhaes954
    @acaciomagalhaes954 Рік тому

    Really nice video. But a question, can I link the Word with a file stored at MS Teams?

  • @michaelkrue4528
    @michaelkrue4528 3 роки тому

    All these kinds of videos talk about mail merge. I'm interested in merging the database into a document that is a listing of the entire database on as many sheets as necessary, printing to a document for output to the printer when called for. In other words all "A" names would be on page 1 for a basic example. All I see is one record to a document.

  • @rodfaz7
    @rodfaz7 Рік тому

    Helllo. thank you for the video. Is there a way to choose from a list not just 1 or 2? To see the actual name of what you are autofilling?

  • @mh.a4083
    @mh.a4083 6 місяців тому

    That's great, i have a 400 students in my exel and and now i can easily give them their certificates. But isn't there a way to save all of them in individual word files?

    • @andrewligonfant319
      @andrewligonfant319  5 місяців тому

      I believe you should be able to generate individual word docs once you click on "finish and merge."

  • @JustGwen05
    @JustGwen05 7 місяців тому +1

    THANKS FOR THIS - 😅

  • @NahlaGarmo
    @NahlaGarmo 11 місяців тому +1

    i am moving over currency values and it does not format correctly to word. no commas and more than 2 decimal. how do we format the word document

    • @andrewligonfant319
      @andrewligonfant319  10 місяців тому

      I'm not sure I have the answer, but I bet someone does!

  • @thomasdavadant9633
    @thomasdavadant9633 5 місяців тому

    Merci !

  • @marianamarquezsital2417
    @marianamarquezsital2417 Рік тому

    I have about 72 different rows of information to fill on a word template. Once I have the final templates filled in is there a way to save individual templates vs all 72 on one document? Thank you.

  • @scooble
    @scooble 2 роки тому +1

    Is it possible to create a drop down list, that contains all the names, and when you select whichever name, the fields for "date", "location" shows the date and location for the corresponding name?

    • @DesignReady.
      @DesignReady. 2 роки тому +1

      Yes it is possible

    • @andrewligonfant319
      @andrewligonfant319  2 роки тому

      You can create drop-down lists in the Data Validation tab, and then you could auto-populate the other cells using a LOOKUP function to find the data from another table. Kind of complicated, but it could work.

    • @scooble
      @scooble 2 роки тому

      @@andrewligonfant319 . ...but can you tell the data validation list to get its source data.from an array populated from a.Microsoft Word table?

  • @BILL_BO_jangles
    @BILL_BO_jangles 2 роки тому +1

    The only problem I have with this process is that there seems to be a data limit that can be pulled from Excel. So basically, if you have a cell with a lot of information such as a paragraph or several paragraphs it wont pull all of it over to the word document.

    • @DesignReady.
      @DesignReady. 2 роки тому

      Then what should I do

    • @BILL_BO_jangles
      @BILL_BO_jangles 2 роки тому

      @@DesignReady. It depends on what your trying to import into the document. Excel limits you to 255 characters. That includes spaces and punctuation. If you want to import a large paragraph or several paragraphs you could break them up into columns with 255 character or less. Then you can tag the document in away that allows you to import the paragraph pieces chronologically.
      If you want to know how many characters are in each cell you can use =LEN(select cell).

  • @kevinbyers7359
    @kevinbyers7359 Рік тому

    I know this is an older video. Is there a way that I can fill down instead of per sheet? As I am trying to use it to send need dates to a vendor. Thanks in advance.

  • @sonalshandilya3977
    @sonalshandilya3977 2 роки тому

    How to create the headers vertical instead of horizontal?

  • @xnicksomox
    @xnicksomox Рік тому

    Is there a way to generate the PDFs with unique names? possibly even using the fields from the excel spreadsheet? Right now it just sends it as PDFMailer as the attachment name and saves them that way

  • @lydiayang3474
    @lydiayang3474 2 роки тому

    If I change the heading itself, how could it be reflected on insert merge field? Thanks

  • @KevinWadia
    @KevinWadia Рік тому

    What if I need to add multiple entries from the same list in one excel document. What I mean is if I insert a merge field twice for eg. "Name" and I need two different names to show up under one word document.. is it possible?

  • @reem-pw8um
    @reem-pw8um 2 роки тому

    How do you print the entire list? I have 120 peoples names/address in my letter mailing list but when I click print it is only printing the person I am looking at.

  • @abhishekmenon1101
    @abhishekmenon1101 2 роки тому

    Hi Andrew, what if we want to use data from multiple workbooks, or multiple sheets in a workbook? how do we merge data from multiple lists?

  • @tranquilitybaseonMars
    @tranquilitybaseonMars 3 роки тому

    Can we generate this from multiple columns to multiple letters??

  • @pradeepmishra3249
    @pradeepmishra3249 Рік тому

    DEAR SIR I USUALY TO MAKE REPORTS OF CLAIM INVESTIGATION OF TP AND OD CLAIMS. IT TAKES TOO MUCH TIME TO COMPLETE ON WORD IS THEIR ANY SUCH SHORT CUTS WHERE I FILL THE DETAILS OF THE CASE AND MY REPORTS GET READY AUTOMATICALLY... PLEASE HELP

  • @mkate1947
    @mkate1947 Рік тому

    Hi, is this possible only for one section at a time? I have a word template with repetitive pages, but page is tied to a specific person. How do I automatic this so each row populates on a seperate page? Does that make sense?

  • @GouravSharma-k6s
    @GouravSharma-k6s 11 місяців тому

    Great...but it works not for first 50 entries

  • @TheSharpStalwart
    @TheSharpStalwart 9 місяців тому

    Is there a way to automatically add more pages in Word with each page containing the same template, but with each info from the Excel sheet?

    • @andrewligonfant319
      @andrewligonfant319  5 місяців тому

      I'm sorry I'm not sure I understand the question.

    • @TheSharpStalwart
      @TheSharpStalwart 5 місяців тому

      @@andrewligonfant319 Like duplicate the same page with the same contents in the same document

  • @dvklaveren
    @dvklaveren 6 місяців тому

    When I try this, it replaces the merge fields with messages about the bookmark not being defined (I work in a Dutch company, so the error is shown in Dutch). Why would that happen?

    • @andrewligonfant319
      @andrewligonfant319  5 місяців тому

      I'm sorry I don't think I know the answer to this one.

  • @granand
    @granand 2 роки тому +1

    Hi Andrew, Can I create multiple templates simultaneously from excel cells to word

    • @andrewligonfant319
      @andrewligonfant319  2 роки тому +1

      I think so. You would just have to point each template to the Excel file. I haven't tried it, but I can't think of any reason why it wouldn't work.

    • @granand
      @granand 2 роки тому

      @@andrewligonfant319 Sorted the next day, I ran several iterations.

    • @granand
      @granand 2 роки тому

      @@andrewligonfant319 Thank you very much.

  • @charlesrowley1657
    @charlesrowley1657 3 роки тому +4

    So is there a way to save a template(word) in which you could just type in 1 field()like a customers name) and the rest would autofill?

    • @andrewligonfant319
      @andrewligonfant319  3 роки тому

      I’m really not the guy to answer that question, but I hope someone does. I think it’s doable but without more specifics it’s hard to say.

    • @Wolfdaze
      @Wolfdaze 2 роки тому

      @@andrewligonfant319 You can search for any of the fields in Word under the Mailings tab

  • @SupraJin
    @SupraJin 3 роки тому +2

    That's a great alternative to pasting links one by one! Do you have any alternative ideas on how to do so when both documents are saved on sharepoint, or a VPN? From excel to power point it works perfectly, but word completely messes it up

    • @andrewligonfant319
      @andrewligonfant319  3 роки тому

      I’m sorry I don’t have an answer for you. I am not an expert at this. I just had to figure this problem out and noticed there weren’t good videos on it so I decided to share the knowledge.

    • @SupraJin
      @SupraJin 3 роки тому +1

      @@andrewligonfant319 Thanks for the answer! I really looked it up, even called Microsoft 365 support, and they said it is not recomended to work with online documents this way. They call it "customizing the use of MS Office" and so it may work or not, but they don't offer the support for that kind of process when the files are not stored on local drivers.
      Thanks again, anyway!

    • @SupraJin
      @SupraJin 3 роки тому

      They only recommended trying to use the power automate suite.

    • @andrewligonfant319
      @andrewligonfant319  3 роки тому +1

      @@SupraJin it’s unfortunate that they discourage custom use of their platform.