Randy, you are a genius at extending Excels capabilities far beyond what MS intended lol. I have been doing the very same for many years and always enjoyed the "Deer in the headlight" look from our desk side support and application architecture group. Keep those videos and incredibly valuable open source content coming. My hats off to you sir :)
Thank you so much for your comment and fantastic that you have the same approach. I just tell people when trying to come up with solutions "Don't think about Excel" , meaning figure out what solution you want, how you want it to look and THEN figure out a way how Excel can do that for you. Excel is our canvas in which we apply our art.
This has to be the best instructional I have seen to date. I have seen a lot of good ones too. I am a beginner intermediate VBA user. The one thing I will point out though is you do have to go into VBA Editor and select Tools from the Menu and from References make sure that 'Microsoft Word Object Library is checked off for the DIm Word Content As Word.Range to work. I am sure this was mentioned in other lectures. I can't wait to see more Excel For Freelancers tutorials!
Hi Thomas, thanks so much for your comment. Yes, very true, however I try to use late binding whenever possible so that reference libraries are not required. I have an updated video on this in which you can also apply formats such as date and amounts here: ua-cam.com/video/c4WvVG6zESg/v-deo.html
Was having a very bad day , trying to get something done for my job , you made my day , just wanted to thank you , for sure I'll follow you from now on Randy , and will be looking at what else I can learn from you , once again THAAANKS !
Great video and amazing workbook!!! This will save me a LOT of work, Thank youQuestions: - How can I change or add one column to the Time for the appointment?- How can modify the printing template, if the template includes a side bar/box in the right side? I used the macro and updated everything in the printing template with the exception of that side bar/box - How can I modify your macro to replace the email attachment as the body of the email? The email template includes images/photos, the company logo and the appointment date/time/location.
HI thanks for your questions and i am really glad you liked the training . The application is open and your are welcome to customize this to fit your exact requirements. If you would like some help with this, we have a group with 20,000 Excel experts who would love the opportunity to customize this for you. Please join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel (if you have not done so yet) You can then create a post and mark it as a PAID JOB, along with all of the details and requirements. Our members can then contact you and decide on how to best move forward with your project. I hope this helps and thanks so much.
Superb explanation. This will help me a lot. Now after watching this for 3 times step by step, i will create this project and update on this. Thanks a lot.
Following line is not functioning: wrap =wdfindcontine execute .replace= wdreplaceall Is above a function ? In my work it is not functioning. Pl guide.
Hi thanks I am so glad you liked the video. In order to help you, we would need to see all of your vba code and workbook. Can you please join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel and upload your workbook and include the full screenshots so we can see help you with your issue. Thanks very much.
Thanks so much. It's not easy to come up with unique content for Excel. So i decided to not only to teach Excel but ways in which you can apply those skills in real applications today. Thanks so much.
Thank you very much for this. I have been looking for a method like this for weeks. This method will reduce the amount of clerical work throughout my division (military division). Now to apply this technique to the tools I made
That is great to hear. I am really happy I can help. Please see my other video which is nearly the same but will update formats of Dates, Currencies, Time & Percentages in Word here: ua-cam.com/video/c4WvVG6zESg/v-deo.html
Un-believable, Thank you Sir, I am much happy to see this video, thankyou thankyou thankyou so much for sharing this one. I pray for you for your this effort
This is awesome, thanks so much! Copying from an Excel table into Word wildcards was what I was after... This shows exactly that, plus a lot of other cool features too!
Thanks so much. If you liked this video then you will LOVE the one I just released last week which allows you to create and fill unlimited templates and contracts in Excel and sending them to unlimited people (without Word or any other API)>: ua-cam.com/video/weKA_5rVpyc/v-deo.html I am doing Part 2 this Tuesday as well. Thank you for your Likes, Shares & Comments. It really helps.
Excellent training. My first exposure to Randy's teaching and learned a great deal about excel and VBA. His teach style must align great with how I learn because I didn't pause or fast forward the video at all!
This is an incredible resource and has helped us to create individual login information pages for our students, with all of their login information for different sites we use in the classroom. I'd like to use this to now make some custom cards that we can use in the classroom. I'd like to use a PowerPoint template instead of a Word Template. How do I change the VBA to PowerPoint values? Thank you!
Hi and thanks so much. I would be unable to write the code for that in a UA-cam comment however if you would like some help, I would be happy to refer you to a qualified developer. Please feel free to email me your detailed specifications here; ua-cam.com/users/ExcelForFreelancers
This is very helpful... Sir is this possible using Gmail account instead of outlook account.. If yes please make video on it.... I will be very thankful to you...
Hi thanks yes you can use gmail. just search my channel for "Without Outlook" as I have a video on that. Thank you for your Likes, Shares & Comments. It really helps.
Finally!! I can run the code and it works just fine, thank you so much randy.. :D (been trying to use other codes hundreds of them and it didn't work, was so frustrated)
Hello Randy, Fantastic video! Would you please create a video on how to create a consolidated file with all letters in it to facilitate validation prior to print or email before final delivery as an additional step of this process? Thank you!
Hello Antionio, thanks so much for your comment. I will do my best to add that in as well as it is an interesting idea. I have also recently done another video, similar to this, however it allows formatted data (dates, percentages, numbers, etc) to be used in Word documents. I think you will find it very helpful here: ua-cam.com/video/c4WvVG6zESg/v-deo.html
I didn't try this yet, but it looks amazing. I am doing one project at the moment and I will be definitely using a similar approach for creating invoices. Subscribed! Thanks Excel For Freelancers !
hello Randy. glad to be able to get this valuable info. because I've also been looking for a tutorial like this for a long time. I hope you can read my comments and give me an explanation.
HI Rifki, make sure you download my sample from the description. You can then replace any columns with any data you like, or add new columns. You will have to make updates the variables according to my training. Since I can't see your actual application it is hard to give you advice on that however please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
@@ExcelForFreelancers thank you Randy, this indeed requires high accuracy and must also be focused. I was finally able to create a database for the school where I worked, which I usually make with manual letters this time easily just by making a template. if you want to see the database that I have created based on this video tutorial. You can check on my IG @SayaWRT. thanks. maybe I will often watch your other videos then I learn. the knowledge you give is very valuable. I'm using google translate
So many great tutorials. Now i have to find a way that excel create a word document in a specific folder (if column c = 2020 then foldee 2020) and giving the document a name with info in the spreadsheet table. And then placing a link to that document in the excel. (student tracking database) where lots of text needs to be written without losing track of it.. Any suggestions?
Hi and thanks so much. you can create a full file path and pace it in Word. I believe you can insert hyperlinks word document using the Hyperlinks.Add command. More info on that here: docs.microsoft.com/en-us/office/vba/api/Word.Hyperlinks.Add
Hi Ashley, its sure is easy. You can access the directory and change the name using the Name command like this: Name "OldFullFilePath.docx" As "NewFullFilePath.docx" I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
Hi Lasith, thanks so much. Yes I have exactly that video training right here: ua-cam.com/video/c4WvVG6zESg/v-deo.html I hope this helps and thanks so much.
Thanks for sharing this, it's saved me a lot of work in my job! I've used and adapted this to make contracts at work! I do have one query if you don't mind, when replacing all the tags with values, I'd like to keep the format of the values when replacing, is there a way of adding some kind of pastespecial to the replacement.text bit?
Hi Jen, great question. In fact this was such a popular question I created a brand new video & training just on this formatting right here: ua-cam.com/video/c4WvVG6zESg/v-deo.html I hope this helps and thanks so much.
Fantastic session, To the point and very helpful. I saw the whole video and I do have a question related to it. what to do if we need to create a single word document for a customer having multiple line items or multiple details. Will storing unique items in VBA dictionary work ?
HI and thanks yes you can do that for sure, however you can also use VBA to loop through the related customer data. For example lets say you have a Customer Table and you need information from that customer table, and you also have an Invoice Table with customer details. You would extract information from that customer, and then also you would use the customer iD to run and advanced filter using the customer id or perhaps the invoice id and extract the results of the data to add to your letter. I hope this helps and thanks so much.
Hi @@ExcelForFreelancers , would you be kind to assist as every time i use the storage or loop it only work for one particular tag name. same details are updated in every tag name. to understand what i'm trying to do we can change the first and last name with the entities name and in place of last appt. date we can have account numbers. so i need to create unique word document basis the template i have. End result should be only one document saved for unique entity name and document should contain all the account number provided in the data against unique entity. so if an entity appear in data 5 times then only one document should be created and since all details except account number are same they will be updated as they are only once and for account number if it appears 5 different types then it should update the tag name as (a/c1 & a/c2 & a/c3 and so on). would be a great help if you can spare some time and help me out. 🙌
Hi , Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 60,000 Members who would love to help you with this. Thanks so much.
Hi and thanks Andry. You are probably missing a reference library. IN the VBA editor, reset any macros, and then go to Tools > References and look for any item such as Word library that might be missing. Then scroll down, find a similar one, and select it. This should prevent the bug. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
@@ExcelForFreelancers yeah, it's a big hit. People are astounded this is even possible lol. I knew the capability existed, but as a code enthusiast rather than professional I was unsure how best to approach it. Keep up the great work!
Hi Noemi, thank you for your comment. You can write a Selection Change event code in which when you select on a row, that row is then placed in a specific cell. You can then create a macro to "Print Selected Customer' so that only the customer in that row will be printed. I hope this helps and thanks so much.
Yes sure, you can create a table with the first column being phrases and the 2nd column being paragraphs. You can use an Index/Match formula to match them up and replace them. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Hello! Just came across your video. This is the closest dream letter creator I could find. My question to you is, is there away to keep a continuous tracking system of what was mailed/emailed? I'm working on a large file for my employer and would like to be able to automate that tracking as well. I appreciate your time!
HI and thanks so much. Certainly you can keep an email log. On a separate sheet determine what information you want saved and then for each email created add a new line to that log. I hope this helps and thanks so much. Please check out our School Management series in which I show you how you can create your own Excel applications, from scratch, in an amazing series right here: bit.ly/SchoolManagerSeries
Hi and thanks for your comment. I have another video that allows you to customize the formats for this here: ua-cam.com/video/c4WvVG6zESg/v-deo.html Thank you for your Likes, Shares & Comments. It really helps.
Hi - this is great. I've replicated this process and am trying to have more text inserted to a field in word, . The text I have is a rather long description. Every other field i have is relatively short and populates with ease. However these will not populate. Any suggestions?
Hi Rant, there is a 256 character limit when adding string variables so you may want to separate them if they are larger. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
Thank you again for a fantastic video. However I'm wondering, when you display the email at the end, how can you regain control. How does your application know whether the email was actually sent? It seems the user could do anything with that email including changing the attachment.
-HI Les, thanks so much for your comment. Within the email code we use .Display to display it, however once the code is working properly, change .Display to .Send, which will send the email without displaying it first. I hope this helps and thanks so much.
@@ExcelForFreelancers Thanks for that. I noted that change in the code. But, if you give the user control (I think in a later video you have the option to Preview (Print or email) ), once you have given that control, can you still track what happens? can you tell if a previewed email is actually sent? As an extreme, could you check Outlook to see if it had been sent?
Great. BUT :-) 1- Is it possible to select specific customers and send or print their data? 2- Is possible to assign specific template for each customer? 3- The most important one, is it possible to send or print automatically as a reminder for example send emails in specific date and time? Thank you.
Hi thanks for your message and comment. 1) Concerning your first point you could certainly add in an IF/Then statement within the VBA code loop to check for a specific customer 2) You Could create a customer list, then assign a specific customer per template, sure, 3) Emails can be scheduled and set at specific dates & Times. Please see my Automated Email Marketing video on this here: ua-cam.com/video/K3hR_DqkDqU/v-deo.html
Thank you for this really nice Video! I tried to replace a part of the header (Section 4 in the Word Template) but it doesn`t work. Can you help me, how i can integrate this into the replacement sector?
Hi you may want to download my sample to help you follow along. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
Hello, I am very grateful for your work. Please tell me how I can add new columns, because my table has a lot of columns. When adding new columns, the macro does not work.
Hi and thanks so much for your comment. When adding new columns the code must be updated which requires a high level of VBA skill. (I could not explain all of this in a UA-cam comment answer) I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
Great tutorial! I know I'm late to the party here, but I had a couple questions if you had the time. Most importantly, how would one have the find and replace find and replace text in headers? Word has an option in advanced called "Search" and the drop-down "All" allows the f+r to search for text in headers but I don't know how to translate that to the code. Secondly, is it possible to have an option that just saves the letter (as a docx) rather than email or print it?
Hi and thanks. I have not tried using Find & replace with the headers, however with some research, I am sure you can find a way. You can save the word document through VBA certainly. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Can you possibly show/tell me how I might be able to add an attachment to the document that was created? I would like to add a tab on the excel workbook with a list of forms and have that list/table be put on the second page of the word document created.
Hi Brandon, thanks for your comment. I have created an Attachment Series (2 Parts) that I think you will find helpful here: ua-cam.com/video/yd2Sn64hhqA/v-deo.html
Hi and thanks yes you can also customize the header and footer within VBA. Here is a link on how to do that. docs.microsoft.com/en-us/office/vba/api/word.headerfooter
Thank you so very much, I really appreciate that. I have another that is similar that allows you to also add custom formats here: ua-cam.com/video/c4WvVG6zESg/v-deo.html Thank you for your Likes, Shares & Comments. It really helps.
Hi! Thanks a lot for this video. Is there any way that I can copy the value from Excel to word in the same format as it was in the Excel? Your help will be highly appreciated!
Good Evening, Thank you very much for this helpful training, I was practicing this code, and all working very fine except for the email as I'm not getting the attachment inside the email although it is getting saved in the folder but it's not getting attached in the email, can you please advise what is the possible reason for this and how to solve it? thank you in advance.
Hi Amrou, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 30,000 Members who would love to help you with this. Thanks so much.
Hi, Thank you sir for such a knowledgable video tutorial, I have one request to you, can you please make a video tutorial about how can we connect excel to SAP and fetch data from SAP through VBA, and second video about how can we edit or a filling PDF from excel VBA. Thanks in advance Kashif
Hi Thanks very much. I will add the SAP to Excel via VBA on my list, so thank you for that. For, Filling a PDF from Excel I have that here: ua-cam.com/video/uU55FCbPHCI/v-deo.html I hope this helps
Hi, thank you for the tutorial!!! Is there an example to have it generate everything based on the row selected and not days to and from? Basically I need my sheet to do everything you described except without the filter or the sent on features. Thanks!
Hi thanks so much Tom, I am glad you enjoy the video. Feel free to download my version using the links in the description and customize it to your requirements. If you would like help on this please feel free to join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 25,000 Members who would love to help you with this. Just mark the post as a PAID JOB with all of the details. Thanks so much.
Hi Randy! First off you are awesome! Thank you for posting this tutorial. I have a question regarding the Word Letter name/address fields. I have coded for 2 names...but there's not always a 2nd person. Same for address. I have the address set up as mailing address 1, mailing address 2 (apartment number, etc.) and mailing city, state, and zip. Sometimes there's no 2nd person or mailing address 2 and then I have a blank spot in my name/address area in the word doc. What would be the simplest way to remove the blank spots in the address without having to manually format each word letter? Thank you in advance!
Hi Sara, Thanks for your comment and I am glad you enjoyed the training. You can wrap the replacement statement in an If/Then statement to run a test in Excel first to see if there is a value, if not, then remove the inside Word and replace it with nothing, otherwise replace it with the 2nd name. I hope this helps and thanks.
Hi I am glad you like the video. Make sure you download the free sample using the links in the description. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
This is awesome, thanks for the video! Can you give me an idea on how to create something similar but executing 2 templates at the same time for a single line of information? Thanks!
Hi i am really glad you liked it. You can add a 2nd column for an additional template, then, if a template exists in that 2nd column just repeat the steps you did for the first template. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question with code screenshots here:bit.ly/groupexcel
Hi Deoman, thanks so much, yes sure you can. You can search my channel for "Attachments" and find a few lessons on the subject. I hope this helps and thanks so much.
Hi, what if I don't want to use outlook for emailing, is there a way to use a different program? and can I just save the word documents generated instead of going through the email option. I would like to go through the documents before sending them if they are for certain clients.
Hi and thanks so much. I have created a training just for that right here: ua-cam.com/video/WoCuRFEuACg/v-deo.html I hope this helps and thanks so much.
Hi there, Firstly thank you for the tutorial, this really helps. I am having an issue with importing documents from OneDrive as due to the file path of the word document being fixed to my user profile, it does not allow for colleagues to use the macro as they have a different user profile/file path. How do I overcome this problem by changing the file path? Thanks in advance.
Hi Alexander thanks for your comment. You will want to split the path and use a cell in any worksheet to contain the first part of the path. This is where users will enter their own path to OneDrive. The 2nd part is the file name. In VBA you will then combine the first part of the path with the 2nd part, creating a full and accurate path, regardless of the machine. Just make sure each user adds their own one drive folder path to that specific cell you have assigned. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Just subscribed for your channel. This is outstanding training. I created a table myself and followed your instructions, everything worked great, but I noticed that when I click on "Create Now", it opened an email with attached document for each (all) of my customers. Did I do something wrong? or could I add a condition to create for only the customer I select? My database doesn't have some of the rows you have (i.e. "last template sent", "sent on".
Hi Marcus, thanks so much for your comment. You will certainly want to add at least one column to determine 'when' an email should be sent, unless you really do want to send it to all your customer. It sounds like you did everything right but you will want to add some type of If/Then statement to only send to customers based on a condition, and that condition is of course up to you.
@@ExcelForFreelancers range so this is last name and this is first name address so what I've done is I've added DEET these symbols before so... what is DEET
On the word.range issue, in the Visual Basic screen check Tools > References and make sure to add a Word Object Library as it may show MISSING. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
many thanks its working. one more help, is it possible to embed password to all these multiple files getting created.. so that the attachment goes with password. sorry to bother
Hello! Really helpful video, one question, I'm trying to copy a large amount of text with the tagvalue in excel and it's being replaced by a blank space in the word document, however it's working perfect with other shorter strings of text, is there a rule about how many characters can be replaced in a word? Thank you so much, again, your videos are very helpful.
Hi Marcela, Thanks so much for your comment. I believe there is a 256 character string limit on String variables which is the cause of that. We have discussed this issue in my Excel For Freelancers Facebook Group here: bit.ly/groupexcel for some possible solutions.
Hi thanks, there is probably a way however I have not researched it. You may want to do a google search. Perhaps if its possible its something i can add to a video in the near future. Thanks so much.
Awesome tutorial, this could help me a lot. But I tried to add word template and get a runtime error 91, Object variable or with block not set. How can I fix that?
Hi Norbert check to make sure you have specified a sheet such as "With Sheet1" it would be hard to know the exact cause of the issue without seeing it. Can you upload screenshots of your code and application in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel Thanks so much.
Hi, thanks for the great video! I'm wondering if there's a fool proof way to maintain the links between the Excel and Word files so that the "app" will still work if i send the files to someone else?
Hi and thanks Scott, yes there is. You can use a Dropbox shared file link so that anyone you send this to will have downloadable, or shared, access to the file. I hope this helps and thanks.
Hi, Randy - How can we use this method but alter the code to 1) populate the body of an Outlook email instead of a Word doc or PDF? And how might we 2) add other existing Word or PDF attachments instead? Great videos by the way!
HI Erick Thanks so much for your comment, Do add Excel Info to the body of the email there are many great ways (if its just data you can see many of my training videos just search 'Outlook' on my channel. To add HTML to outlook search my channel for "HMTL", also, adding attachments I have also done a lot of, so feel free to search my channel for that as i have done this in over 10 videos. Thanks again.
@@ExcelForFreelancers Thanks so much for your response. I will look search for the videos you mentioned and attempt to incorporate the necessary VBA. Much appreciated!
Hi, thanks for your comment. I think if you create the form in Google Forms Sync is a great way to go since you can sync the form responses to Excel AND send out customized email responses here: ua-cam.com/video/EA_0p_9E8u0/v-deo.html I hope this helps
Hi and thanks, you can run a loop through vba and check if a row is hidden or not (Range("1:1").entirerow.hidden= true ? Then do something based on if it is true I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Thank You for Your Video Tutorial.. Is it possible to get an output as ZIP file (containing multiple different unique Word templates) or directly save multiple word files based on a selection.. This will reduce a lot more time taken for generating each and every template document for a given. I am planning to use this for generating a set of documents for a given record, which needs to used for documentation in finance sector.
Thank you this was a massive help! ive been trying to create something simuliar but couldnt get the template to fill correctly! I have one question though - the last page of my personal template is a table with 5 columns and can have upto 100 rows in the table. I cant exactly put 100 columns on each row to compensate this & fill in into the template - so i thought on 'sheet 3' we put the database of items for all the people (potentially 10000 lines & 5 columns) - to search through & select the items is easy - but i struggle to know how do i move them into the template table?
Hi James, thanks for your comment and I am happy to help. You may want to use a variable to define the last row where a value is contained such as LastRow = Sheet1.Range("A99999").End (xlup) Then you can loop through all of the rows above and add them to your document. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
This videos is great! One quick question, how would I go about packaging the template and the excel together? Meaning lets say I want to share this with my team and want to email it so they can all use it and edit the excel while always using the same template. When I save it, the file location still says my C:\Users\my name. I would like for someone to be able to just run this macro and have it produce the template.
Hi a great way to do this is to make the link dynamic (or clear out the link and have them browse for the location of their template) I also showed how to share applications, data and links in this video here which should help: ua-cam.com/video/3E6ExWYscHQ/v-deo.html I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
Does anyone know how to add a field which depending on the world selected would turn into checkboxes? For example have a with either clickedbox or emptybox as the criteria. If the word clickedbox is in the list a checkedbox would show up on the pdf and if empty box then an unchecked box would show up on the pdf.
Generally in PDF's you can check a box using the space bar, and if you want to skip the checkbox, without checking it use tab. So if in Excel you have a True/ False option to check the pdf you could do something like: If Sheet1.Range("A1").value = True then 'Check SendKeys " " SendKeys "{TAB}" Else: SendKeys "{TAB}" End If Something like that would work as we are using the space to check, then tabbing, or tabbing without space. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
Excellent, I want to create a similar template for just one row of data at a time that is not sent as an email, only for one template. Is there a simpler way to do it? Thanks.
HI Hazel that is more than I could explain inside a UA-cam comment. I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
I believe it is possible and for Adobe products we do have the ability to add data to fillable PDF's (using pdfs created by Adobe InDesign) You can see more in this video: ua-cam.com/video/uU55FCbPHCI/v-deo.html
Hi thanks for your comment. If the user has chosen the Word option, the file is already saved using Save As like this: FileName = ThisWorkbook.Path & "\" & .Range("E" & CustRow).Value & "_" & .Range("F" & CustRow).Value & ".docx" WordDoc.SaveAs FileName So if you wanted to use Save As (without Emailing) you could just create code to skip the email part. (you also may want to set a default folder location in which the new Word Document is stored) I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions: bit.ly/groupexcel
Randy, i removed code for emailing, so document which is created usually got saved in folder where is excel file, but sometimes happens that created document wants to overide template with all the tags in. Do you know why that is happening?
I think i realized why..cuz one of the cells i named to be taken for file name was date..when i am inserting date manually word doc was saving it in folder when my excel is..and when i used function =today() i guess it didnt recognize it so word tryed to overwrite file where tags are.. its a bit cinfusing cuz rest of the cells which iam using to name a file also are functions(vlookup) but still word is getting saved correctly
Hello Mr. Austin, great videos!!! I was wondering when creating these letter in .pdf files can we create them to take electronic signature as well?? is there code we can use to create the signature block when the PDF letter is created... thanks,
Hello there, It may be possible. Basically, anything you can do with keyboard shortcuts, you can do with Excel. For example I have a video that will automatically fill a pdf with Excel data, adding a signature may be possible IF you can do it with shortcut keys. (so you would first want to put away your mouse and see if it's possible to add a signature with your keyboard only) If so, then map out all the steps, then in VBA use Sendkeys to add the signature. See this video to help you through the process: ua-cam.com/video/uU55FCbPHCI/v-deo.html
This has been an incredibly useful video, thank you! I have a question though ... if one of the fields I need to pull into my word template is in a currency format that I want to keep displayed to 2 decimal places, how do I do that? I know how to do it using mail merge, but can't figure out how to do it from this template.
Hi Thanks within the code you can do a format like; Format(Sheet1.Range("A1").value,"$0.00"). I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question with code screenshots here:bit.ly/groupexcel
HI thanks there is some good information on that here: stackoverflow.com/questions/38454582/vba-copying-excel-chart-to-word-as-picture-changes-the-chart-size
Hi Randy, Thank you for the help. I would request for some other help as well regarding excel to word templates "Custom_Letter_Creator". In that, I am not able to replace the tag names with the values within excel. Can you suggest me on what to do next to get the tag names tagged from Excel to the word?
Hi Sunil, Thanks for your request. You posted in our facebook group and I saw your Word Document and code. The problem you were having is because your Word document was setup to track changes. All changes should be approved, your document marked as 'Final' and then Turn Off Track Changes. Once these three steps are taken, the application will work properly. I hope this helps.
I need this for work. I have 6 different letter templates that must be sent to parents pertaining to discipline when there is an infraction by a student. Do you have a template?
Hi Nicki, thanks so much. You can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
Hi and thanks very much. I have clicked the download link and it seemed to work fine for me, what was the issue you had? Which link did you click? Thanks again
This is an excellent tutorial and excellent materials.However when i am trying to execute your code(2nd Part) creat word docs it is giving me compiling error like:Invalid outside procedure and Highlighting on with sheet 1 which is in 6th line.Can you please help me.
Hi, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 30,000 Members who would love to help you with this. Thanks so much.
Joni Depp Hi thanks very much. Sure it's definitely possible. Have a look at my personal Birthday Card Creator video which also has picture attachments : ua-cam.com/video/wbBZ_oTLDT4/v-deo.html
thank you for the prompt response, i was very impressed with how you explain things with your tutorial! everything was explained in details.I have an additional question though, would it be possible to make the image as part of the email body? like sending it as an html body? i'm really new with automation and i want to learn more. Thank you and more power to your channel!
Hi Thanks very much. Yes that is possible as an HTML body. I will add this to my list of videos in the future so i can create a step by step tutorial. Thank you for your comment and suggestion
Thanks for the great class! I'm having an issue with the MATCH function. I'm getting a #NAME? Any reason why this would e the case? All the syntax looks correct.
Hi Megad, this happens generally when you have misspelled in a named range. Please double check the named ranges is exactly spelled as the one you have created.
Hello Thomas, Thank you for your comment. You can customize this as much as you like. Please keep in mind that changes must also be made within VBA and that required a good understanding of VBA as well. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
Question & thanks Hi, Thanks 🙏🏻 great file I’m have one problem with it When the cell contain more than 255 characters nothing from it goes to the document.. Please help ;)
Hi Thanks very much. You can split the text in parts which is one solution but I also seem to remember this topic coming up in our group a few times. Can you join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel then search for "256" in the group. (or create a new post if you cannot find it) Other people had this question as well, and our members came up with a few solutions. Thanks very much
I love this - thank you, however I do have a question. I have a huge excel spreadsheet with the same data and about 60 letter templates (the wording in the templates is what is different). Rather than select the output template and filter the data by the letter I require, is there a way to make excel check a particular field to determine which template it generates per row? (hopefully this makes sense & thanks in advance)
Hi Michael, thanks for your comment. You can modify the application to create that type of functionality through an advanced filter based on your specific criteria. Then loop through the results of the advanced filter to perform the actions you want. You can also combine templates on a single sheet in a table if its only the text that is different. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question with code screenshots here:bit.ly/groupexcel
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Randy, you are a genius at extending Excels capabilities far beyond what MS intended lol. I have been doing the very same for many years and always enjoyed the "Deer in the headlight" look from our desk side support and application architecture group. Keep those videos and incredibly valuable open source content coming. My hats off to you sir :)
Thank you so much for your comment and fantastic that you have the same approach. I just tell people when trying to come up with solutions "Don't think about Excel" , meaning figure out what solution you want, how you want it to look and THEN figure out a way how Excel can do that for you. Excel is our canvas in which we apply our art.
This has to be the best instructional I have seen to date. I have seen a lot of good ones too. I am a beginner intermediate VBA user. The one thing I will point out though is you do have to go into VBA Editor and select Tools from the Menu and from References make sure that 'Microsoft Word Object Library is checked off for the DIm Word Content As Word.Range to work. I am sure this was mentioned in other lectures. I can't wait to see more Excel For Freelancers tutorials!
Hi Thomas, thanks so much for your comment. Yes, very true, however I try to use late binding whenever possible so that reference libraries are not required. I have an updated video on this in which you can also apply formats such as date and amounts here: ua-cam.com/video/c4WvVG6zESg/v-deo.html
Was having a very bad day , trying to get something done for my job , you made my day , just wanted to thank you , for sure I'll follow you from now on Randy , and will be looking at what else I can learn from you , once again THAAANKS !
Thank you so much Izte, I really appreciate that. I am so glad you have you here and I am glad I could help.
Great video and amazing workbook!!! This will save me a LOT of work, Thank youQuestions: - How can I change or add one column to the Time for the appointment?- How can modify the printing template, if the template includes a side bar/box in the right side? I used the macro and updated everything in the printing template with the exception of that side bar/box
- How can I modify your macro to replace the email attachment as the body of the email? The email template includes images/photos, the company logo and the appointment date/time/location.
HI thanks for your questions and i am really glad you liked the training .
The application is open and your are welcome to customize this to fit your exact requirements. If you would like some help with this, we have a group with 20,000 Excel experts who would love the opportunity to customize this for you. Please join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel (if you have not done so yet)
You can then create a post and mark it as a PAID JOB, along with all of the details and requirements. Our members can then contact you and decide on how to best move forward with your project.
I hope this helps and thanks so much.
Superb explanation. This will help me a lot. Now after watching this for 3 times step by step, i will create this project and update on this. Thanks a lot.
Following line is not functioning:
wrap =wdfindcontine
execute .replace= wdreplaceall
Is above a function ? In my work it is not functioning. Pl guide.
Hi thanks I am so glad you liked the video. In order to help you, we would need to see all of your vba code and workbook. Can you please join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel and upload your workbook and include the full screenshots so we can see help you with your issue. Thanks very much.
Watch alot of your vidéos best youtube Chanel for exel and VBA's and to learn how to make hard documents . thanks a lot Mr Randy Austin .
Thanks so much. It's not easy to come up with unique content for Excel. So i decided to not only to teach Excel but ways in which you can apply those skills in real applications today. Thanks so much.
Top video! helped me to steer away from trying to influence the Word Mailmerge filter. This works much easier!!!
Hi Gilbert thats great. Mail Merge is good but limited depending upon what you want to do. I am so glad this worked out well for you
Thank you very much for this. I have been looking for a method like this for weeks.
This method will reduce the amount of clerical work throughout my division (military division). Now to apply this technique to the tools I made
That is great. I am really happy I could help
Excellent video. With this video i built a project in my previous job too helpful for the organization.
wow that is great to hear and I am happy to help and share
This is really a very powerful tool and that too for free and this is extremely customisable. Thanks for this
For sure, you are very welcome Kush. I am glad you liked it.
This is awesome. I had been looking for this capability for almost 6 months now.
Thank you.
That is great to hear. I am really happy I can help. Please see my other video which is nearly the same but will update formats of Dates, Currencies, Time & Percentages in Word here: ua-cam.com/video/c4WvVG6zESg/v-deo.html
Un-believable, Thank you Sir, I am much happy to see this video, thankyou thankyou thankyou so much for sharing this one. I pray for you for your this effort
For sure, you are very welcome I am so glad you liked it.
This is awesome, thanks so much! Copying from an Excel table into Word wildcards was what I was after... This shows exactly that, plus a lot of other cool features too!
Thanks so much. If you liked this video then you will LOVE the one I just released last week which allows you to create and fill unlimited templates and contracts in Excel and sending them to unlimited people (without Word or any other API)>: ua-cam.com/video/weKA_5rVpyc/v-deo.html
I am doing Part 2 this Tuesday as well. Thank you for your Likes, Shares & Comments. It really helps.
Excellent training. My first exposure to Randy's teaching and learned a great deal about excel and VBA. His teach style must align great with how I learn because I didn't pause or fast forward the video at all!
That is great to hear John, Thank you very much and I look forward to creating many more for you. Much appreciated.
Your work is superlative, Randy. I'm v. good with Word, but this is Excel-eye-opening.
Thank you so very much, I really appreciate that Russ.
You structure your explanations really well I look forward to more videos
Thanks so much Erika, each and every Tuesday I have new videos. I really appreciate your kind words
This is an incredible resource and has helped us to create individual login information pages for our students, with all of their login information for different sites we use in the classroom. I'd like to use this to now make some custom cards that we can use in the classroom. I'd like to use a PowerPoint template instead of a Word Template. How do I change the VBA to PowerPoint values? Thank you!
Hi and thanks so much. I would be unable to write the code for that in a UA-cam comment however if you would like some help, I would be happy to refer you to a qualified developer. Please feel free to email me your detailed specifications here; ua-cam.com/users/ExcelForFreelancers
This will save me so much time. Many thanks! LIKEd and SUBSCRIBEd.
Glad it helped and thanks so much.
This is very helpful...
Sir is this possible using Gmail account instead of outlook account..
If yes please make video on it....
I will be very thankful to you...
Hi thanks yes you can use gmail. just search my channel for "Without Outlook" as I have a video on that. Thank you for your Likes, Shares & Comments. It really helps.
Finally!! I can run the code and it works just fine, thank you so much randy.. :D (been trying to use other codes hundreds of them and it didn't work, was so frustrated)
Great Sarah, I am so glad you got it to work. Sometimes these things take lots of patience, even for me.
@@ExcelForFreelancers Yes, that's true, anw thanks again randy :D
What excel version are you using?
Hello Randy, Fantastic video! Would you please create a video on how to create a consolidated file with all letters in it to facilitate validation prior to print or email before final delivery as an additional step of this process? Thank you!
Hello Antionio, thanks so much for your comment. I will do my best to add that in as well as it is an interesting idea. I have also recently done another video, similar to this, however it allows formatted data (dates, percentages, numbers, etc) to be used in Word documents. I think you will find it very helpful here: ua-cam.com/video/c4WvVG6zESg/v-deo.html
Very interesting and inspiring solution with serial correspondence. Thank you for your valuable tips and best regards.
Thanks so much, i do appreciate your comment. Glad you liked it.
I didn't try this yet, but it looks amazing. I am doing one project at the moment and I will be definitely using a similar approach for creating invoices. Subscribed!
Thanks Excel For Freelancers
!
Thanks so much Michal and welcome. Great to have you here.
hello Randy. glad to be able to get this valuable info. because I've also been looking for a tutorial like this for a long time. I hope you can read my comments and give me an explanation.
I just want to use one filter to export documents. So it's only L3. then after that print. How do I delete N3 code in VBA?
Or if I replace it with an ID code for print, suppose I replace the daysince in column M. Become the ID in column E ...? Can it.?
HI Rifki, make sure you download my sample from the description. You can then replace any columns with any data you like, or add new columns. You will have to make updates the variables according to my training. Since I can't see your actual application it is hard to give you advice on that however please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
@@ExcelForFreelancers thank you Randy, this indeed requires high accuracy and must also be focused. I was finally able to create a database for the school where I worked, which I usually make with manual letters this time easily just by making a template. if you want to see the database that I have created based on this video tutorial. You can check on my IG @SayaWRT. thanks. maybe I will often watch your other videos then I learn. the knowledge you give is very valuable.
I'm using google translate
So many great tutorials.
Now i have to find a way that excel create a word document in a specific folder (if column c = 2020 then foldee 2020) and giving the document a name with info in the spreadsheet table. And then placing a link to that document in the excel.
(student tracking database) where lots of text needs to be written without losing track of it.. Any suggestions?
Hi and thanks so much. you can create a full file path and pace it in Word. I believe you can insert hyperlinks word document using the Hyperlinks.Add command. More info on that here: docs.microsoft.com/en-us/office/vba/api/Word.Hyperlinks.Add
Hi Randy,
Just wanted to say thank you for the great work. Looking forward to more adventures.
Indra
Thanks so much. I do appreciate that.
This is a really good tut, one thing i would like to know is if it is possible to save file to a directory? and set the save file name?
Hi Ashley, its sure is easy. You can access the directory and change the name using the Name command like this:
Name "OldFullFilePath.docx" As "NewFullFilePath.docx"
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
Thank you very much, you have helped me a lot
You are very welcome Richard, I am happy to help.
Thank you so much for this. I was wondering if there was a way to also copy the formatting of the Excel text into the word document?
Hi Lasith, thanks so much. Yes I have exactly that video training right here: ua-cam.com/video/c4WvVG6zESg/v-deo.html
I hope this helps and thanks so much.
@@ExcelForFreelancers thank you so much for this!
Thanks for sharing this, it's saved me a lot of work in my job! I've used and adapted this to make contracts at work! I do have one query if you don't mind, when replacing all the tags with values, I'd like to keep the format of the values when replacing, is there a way of adding some kind of pastespecial to the replacement.text bit?
Hi Jen, great question. In fact this was such a popular question I created a brand new video & training just on this formatting right here: ua-cam.com/video/c4WvVG6zESg/v-deo.html
I hope this helps and thanks so much.
@@ExcelForFreelancers amazing! Again, thank you, you really are a lifesaver with this! Have a great day!
Many Thanks for your video and workbook!!! It's really helpful for me~
Ok great, thanks so much. Appreciated.
Fantastic session, To the point and very helpful. I saw the whole video and I do have a question related to it. what to do if we need to create a single word document for a customer having multiple line items or multiple details. Will storing unique items in VBA dictionary work ?
HI and thanks yes you can do that for sure, however you can also use VBA to loop through the related customer data.
For example lets say you have a Customer Table and you need information from that customer table, and you also have an Invoice Table with customer details.
You would extract information from that customer, and then also you would use the customer iD to run and advanced filter using the customer id or perhaps the invoice id and extract the results of the data to add to your letter.
I hope this helps and thanks so much.
@@ExcelForFreelancers thank you so much. it worked perfectly as expected.🙌
Ok great, I am happy to help
Hi @@ExcelForFreelancers , would you be kind to assist as every time i use the storage or loop it only work for one particular tag name. same details are updated in every tag name. to understand what i'm trying to do we can change the first and last name with the entities name and in place of last appt. date we can have account numbers. so i need to create unique word document basis the template i have. End result should be only one document saved for unique entity name and document should contain all the account number provided in the data against unique entity. so if an entity appear in data 5 times then only one document should be created and since all details except account number are same they will be updated as they are only once and for account number if it appears 5 different types then it should update the tag name as (a/c1 & a/c2 & a/c3 and so on). would be a great help if you can spare some time and help me out. 🙌
Hi , Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 60,000 Members who would love to help you with this. Thanks so much.
you are awesome. This is a great tutorial
Thank you so very much, I really appreciate that.
hi sir, appreciated for ur really good video. if may i’m gona to ask why having error run it on office 2013, compile error at word apps
Hi and thanks Andry. You are probably missing a reference library. IN the VBA editor, reset any macros, and then go to Tools > References and look for any item such as Word library that might be missing. Then scroll down, find a similar one, and select it. This should prevent the bug.
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Nice. On point to what I'm looking to do to make everyone's life easier at work XD
Thanks so much. I am really glad I could help.
@@ExcelForFreelancers yeah, it's a big hit. People are astounded this is even possible lol. I knew the capability existed, but as a code enthusiast rather than professional I was unsure how best to approach it. Keep up the great work!
👍 Can you please have Gmail setup instead outlook, option to send or save as draft. Thank you
HI nd thanks for your comment. I do have that already right here: ua-cam.com/video/lHT0u2zFBoQ/v-deo.html
I hope this helps and thanks so much.
Very useful tutorial, thanks, I learned a lot!
That is great to hear. Thank you for your Likes, Shares & Comments. It really helps.
This is fantastic. Is there a way to choose which row to print? The only thing I can think about is a condition (like days from)
Hi Noemi, thank you for your comment. You can write a Selection Change event code in which when you select on a row, that row is then placed in a specific cell. You can then create a macro to "Print Selected Customer' so that only the customer in that row will be printed. I hope this helps and thanks so much.
@@ExcelForFreelancers this is actually smart. Thank you
Fantastic work sir Randy. Really stunning
Thank's so much. Really glad to hear that.
Awesome!
Is it possible to replace a phrase in the template with a paragraph.
Yes sure, you can create a table with the first column being phrases and the 2nd column being paragraphs. You can use an Index/Match formula to match them up and replace them.
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
it, s really fantastic trainning. helpful and informative
Thanks so much Awadh, i am really glad you liked it.
Wow. That's really amazing. I'm loving it.
That is great. I am so glad you liked it.
Hello! Just came across your video. This is the closest dream letter creator I could find. My question to you is, is there away to keep a continuous tracking system of what was mailed/emailed? I'm working on a large file for my employer and would like to be able to automate that tracking as well. I appreciate your time!
HI and thanks so much. Certainly you can keep an email log. On a separate sheet determine what information you want saved and then for each email created add a new line to that log.
I hope this helps and thanks so much.
Please check out our School Management series in which I show you how you can create your own Excel applications, from scratch, in an amazing series right here: bit.ly/SchoolManagerSeries
In the loop that copies all the data, how do u send currency that formatted as currency in word?
Hi and thanks for your comment. I have another video that allows you to customize the formats for this here: ua-cam.com/video/c4WvVG6zESg/v-deo.html
Thank you for your Likes, Shares & Comments. It really helps.
thanks a lot
You are most welcome and thanks. :)
Hi - this is great. I've replicated this process and am trying to have more text inserted to a field in word, . The text I have is a rather long description. Every other field i have is relatively short and populates with ease. However these will not populate. Any suggestions?
Hi Rant, there is a 256 character limit when adding string variables so you may want to separate them if they are larger. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
Thank you again for a fantastic video. However I'm wondering, when you display the email at the end, how can you regain control. How does your application know whether the email was actually sent? It seems the user could do anything with that email including changing the attachment.
-HI Les, thanks so much for your comment. Within the email code we use .Display to display it, however once the code is working properly, change .Display to .Send, which will send the email without displaying it first.
I hope this helps and thanks so much.
@@ExcelForFreelancers Thanks for that. I noted that change in the code. But, if you give the user control (I think in a later video you have the option to Preview (Print or email) ), once you have given that control, can you still track what happens? can you tell if a previewed email is actually sent? As an extreme, could you check Outlook to see if it had been sent?
Yes sure you can always create an email log in Excel which records all of the details of the sent email. I hope this helps and thanks so much.
Could you demonstrate this in LibreOffice Calc 7.2 or lates version?
Hi and thanks for your comment. My training videos are only in Excel. I hope this helps and thanks so much.
Great work ☝️👍👍👍 can you show us the code how can I transfer pictures from excel to word? Vba
Thank you Simon. I will do my best to get that done for you. Much appreciated.
Great. BUT :-)
1- Is it possible to select specific customers and send or print their data?
2- Is possible to assign specific template for each customer?
3- The most important one, is it possible to send or print automatically as a reminder for example send emails in specific date and time?
Thank you.
Hi thanks for your message and comment.
1) Concerning your first point you could certainly add in an IF/Then statement within the VBA code loop to check for a specific customer
2) You Could create a customer list, then assign a specific customer per template, sure,
3) Emails can be scheduled and set at specific dates & Times. Please see my Automated Email Marketing video on this here: ua-cam.com/video/K3hR_DqkDqU/v-deo.html
Thank you for this really nice Video! I tried to replace a part of the header (Section 4 in the Word Template) but it doesn`t work. Can you help me, how i can integrate this into the replacement sector?
Hi you may want to download my sample to help you follow along. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
Hello, I am very grateful for your work. Please tell me how I can add new columns, because my table has a lot of columns. When adding new columns, the macro does not work.
Hi and thanks so much for your comment. When adding new columns the code must be updated which requires a high level of VBA skill. (I could not explain all of this in a UA-cam comment answer)
I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
Great tutorial! I know I'm late to the party here, but I had a couple questions if you had the time. Most importantly, how would one have the find and replace find and replace text in headers? Word has an option in advanced called "Search" and the drop-down "All" allows the f+r to search for text in headers but I don't know how to translate that to the code. Secondly, is it possible to have an option that just saves the letter (as a docx) rather than email or print it?
Hi and thanks. I have not tried using Find & replace with the headers, however with some research, I am sure you can find a way. You can save the word document through VBA certainly. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Can you possibly show/tell me how I might be able to add an attachment to the document that was created? I would like to add a tab on the excel workbook with a list of forms and have that list/table be put on the second page of the word document created.
Hi Brandon, thanks for your comment. I have created an Attachment Series (2 Parts) that I think you will find helpful here: ua-cam.com/video/yd2Sn64hhqA/v-deo.html
Hello... Thanks for this video!!!! However, can we do the link from excel cells to the word document on the Header and/or Footer?
Hi and thanks yes you can also customize the header and footer within VBA. Here is a link on how to do that. docs.microsoft.com/en-us/office/vba/api/word.headerfooter
This is genius tbh
Thank you so very much, I really appreciate that. I have another that is similar that allows you to also add custom formats here: ua-cam.com/video/c4WvVG6zESg/v-deo.html
Thank you for your Likes, Shares & Comments. It really helps.
@@ExcelForFreelancers your channel pretty underrated for some quality stuff haha
Thanks, that is very kind of you. Much appreciated.
Hi! Thanks a lot for this video. Is there any way that I can copy the value from Excel to word in the same format as it was in the Excel? Your help will be highly appreciated!
Hi and yes you can use this video training here to do that: ua-cam.com/video/c4WvVG6zESg/v-deo.html
Good Evening, Thank you very much for this helpful training, I was practicing this code, and all working very fine except for the email as I'm not getting the attachment inside the email although it is getting saved in the folder but it's not getting attached in the email, can you please advise what is the possible reason for this and how to solve it? thank you in advance.
Hi Amrou, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 30,000 Members who would love to help you with this. Thanks so much.
Hi, Thank you sir for such a knowledgable video tutorial, I have one request to you, can you please make a video tutorial about how can we connect excel to SAP and fetch data from SAP through VBA, and second video about how can we edit or a filling PDF from excel VBA.
Thanks in advance
Kashif
Hi Thanks very much. I will add the SAP to Excel via VBA on my list, so thank you for that.
For, Filling a PDF from Excel I have that here: ua-cam.com/video/uU55FCbPHCI/v-deo.html
I hope this helps
Hi, thanks for reply
Hi, thank you for the tutorial!!!
Is there an example to have it generate everything based on the row selected and not days to and from? Basically I need my sheet to do everything you described except without the filter or the sent on features. Thanks!
Hi thanks so much Tom, I am glad you enjoy the video. Feel free to download my version using the links in the description and customize it to your requirements. If you would like help on this please feel free to join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
We have 25,000 Members who would love to help you with this. Just mark the post as a PAID JOB with all of the details. Thanks so much.
Hi Randy! First off you are awesome! Thank you for posting this tutorial. I have a question regarding the Word Letter name/address fields. I have coded for 2 names...but there's not always a 2nd person. Same for address. I have the address set up as mailing address 1, mailing address 2 (apartment number, etc.) and mailing city, state, and zip. Sometimes there's no 2nd person or mailing address 2 and then I have a blank spot in my name/address area in the word doc. What would be the simplest way to remove the blank spots in the address without having to manually format each word letter? Thank you in advance!
Hi Sara, Thanks for your comment and I am glad you enjoyed the training. You can wrap the replacement statement in an If/Then statement to run a test in Excel first to see if there is a value, if not, then remove the inside Word and replace it with nothing, otherwise replace it with the 2nd name. I hope this helps and thanks.
Very informative video. I tried flowing along, but the workbook doesn't work. I cannot add a template.
Hi I am glad you like the video. Make sure you download the free sample using the links in the description. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
This is awesome, thanks for the video! Can you give me an idea on how to create something similar but executing 2 templates at the same time for a single line of information? Thanks!
Hi i am really glad you liked it. You can add a 2nd column for an additional template, then, if a template exists in that 2nd column just repeat the steps you did for the first template. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question with code screenshots here:bit.ly/groupexcel
Excel For Freelancers thanks a lot! I was able to make it work. Unfortunately I don't have a Facebook, but I'm keeping an eye in here. Thanks!
Great tutorial, thank you!
Thank you, much appreciated.
It's nice but can we add attachment to it?
Hi Deoman, thanks so much, yes sure you can. You can search my channel for "Attachments" and find a few lessons on the subject. I hope this helps and thanks so much.
Hi, what if I don't want to use outlook for emailing, is there a way to use a different program? and can I just save the word documents generated instead of going through the email option. I would like to go through the documents before sending them if they are for certain clients.
Hi and thanks so much. I have created a training just for that right here: ua-cam.com/video/WoCuRFEuACg/v-deo.html
I hope this helps and thanks so much.
Hi there,
Firstly thank you for the tutorial, this really helps.
I am having an issue with importing documents from OneDrive as due to the file path of the word document being fixed to my user profile, it does not allow for colleagues to use the macro as they have a different user profile/file path. How do I overcome this problem by changing the file path?
Thanks in advance.
Hi Alexander thanks for your comment. You will want to split the path and use a cell in any worksheet to contain the first part of the path. This is where users will enter their own path to OneDrive. The 2nd part is the file name. In VBA you will then combine the first part of the path with the 2nd part, creating a full and accurate path, regardless of the machine. Just make sure each user adds their own one drive folder path to that specific cell you have assigned.
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
@@ExcelForFreelancers Thank you for the assistance, I have joined the group but was unable to get a solution.
Just subscribed for your channel. This is outstanding training. I created a table myself and followed your instructions, everything worked great, but I noticed that when I click on "Create Now", it opened an email with attached document for each (all) of my customers. Did I do something wrong? or could I add a condition to create for only the customer I select? My database doesn't have some of the rows you have (i.e. "last template sent", "sent on".
Hi Marcus, thanks so much for your comment. You will certainly want to add at least one column to determine 'when' an email should be sent, unless you really do want to send it to all your customer. It sounds like you did everything right but you will want to add some type of If/Then statement to only send to customers based on a condition, and that condition is of course up to you.
@@ExcelForFreelancers Thanks for the great feedback. You got a great channel!
Sir, can you please explain DEET.. meaning defining rows ad column
HI and thanks. I don't know what it is as well.
@@ExcelForFreelancers range so this is last name and this is first name address so what I've done is I've added DEET these symbols before so... what is DEET
took your excel modified.. kept column etc. same.... am getting error as in DIM WordContent as Word.Range... how do i go about
On the word.range issue, in the Visual Basic screen check Tools > References and make sure to add a Word Object Library as it may show MISSING.
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
many thanks its working. one more help, is it possible to embed password to all these multiple files getting created.. so that the attachment goes with password. sorry to bother
Hello! Really helpful video, one question, I'm trying to copy a large amount of text with the tagvalue in excel and it's being replaced by a blank space in the word document, however it's working perfect with other shorter strings of text, is there a rule about how many characters can be replaced in a word? Thank you so much, again, your videos are very helpful.
Hi Marcela, Thanks so much for your comment. I believe there is a 256 character string limit on String variables which is the cause of that. We have discussed this issue in my Excel For Freelancers Facebook Group here: bit.ly/groupexcel for some possible solutions.
I love your UI so much ! Good work !
Is there a way to add a dynamic table in each letter (eg a list of all order for a rien client) ?
Hi thanks, there is probably a way however I have not researched it. You may want to do a google search. Perhaps if its possible its something i can add to a video in the near future. Thanks so much.
Awesome tutorial, this could help me a lot. But I tried to add word template and get a runtime error 91, Object variable or with block not set. How can I fix that?
Hi Norbert check to make sure you have specified a sheet such as "With Sheet1" it would be hard to know the exact cause of the issue without seeing it. Can you upload screenshots of your code and application in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel Thanks so much.
Hi, thanks for the great video! I'm wondering if there's a fool proof way to maintain the links between the Excel and Word files so that the "app" will still work if i send the files to someone else?
Hi and thanks Scott, yes there is. You can use a Dropbox shared file link so that anyone you send this to will have downloadable, or shared, access to the file. I hope this helps and thanks.
Hi, Randy - How can we use this method but alter the code to 1) populate the body of an Outlook email instead of a Word doc or PDF? And how might we 2) add other existing Word or PDF attachments instead? Great videos by the way!
Hi, for additional attachments just add the line .Attachments.Add "Full file path here" once more in the code. Hope it helps.
HI Erick Thanks so much for your comment, Do add Excel Info to the body of the email there are many great ways (if its just data you can see many of my training videos just search 'Outlook' on my channel. To add HTML to outlook search my channel for "HMTL", also, adding attachments I have also done a lot of, so feel free to search my channel for that as i have done this in over 10 videos. Thanks again.
@@ExcelForFreelancers Thanks so much for your response. I will look search for the videos you mentioned and attempt to incorporate the necessary VBA. Much appreciated!
Which one of your videos is best for creating a form to track incoming requests?
Hi, thanks for your comment. I think if you create the form in Google Forms Sync is a great way to go since you can sync the form responses to Excel AND send out customized email responses here: ua-cam.com/video/EA_0p_9E8u0/v-deo.html
I hope this helps
Hi! If you filter your data, how can you go through only visible rows?
Hi and thanks, you can run a loop through vba and check if a row is hidden or not (Range("1:1").entirerow.hidden= true ?
Then do something based on if it is true
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Thank You for Your Video Tutorial..
Is it possible to get an output as ZIP file (containing multiple different unique Word templates) or directly save multiple word files based on a selection.. This will reduce a lot more time taken for generating each and every template document for a given. I am planning to use this for generating a set of documents for a given record, which needs to used for documentation in finance sector.
Yes certainly it is possible. This video I created on Zipping files should help you out: ua-cam.com/video/oeSIB5DCgZk/v-deo.html
Thank you this was a massive help! ive been trying to create something simuliar but couldnt get the template to fill correctly!
I have one question though - the last page of my personal template is a table with 5 columns and can have upto 100 rows in the table. I cant exactly put 100 columns on each row to compensate this & fill in into the template - so i thought on 'sheet 3' we put the database of items for all the people (potentially 10000 lines & 5 columns) - to search through & select the items is easy - but i struggle to know how do i move them into the template table?
Hi James, thanks for your comment and I am happy to help. You may want to use a variable to define the last row where a value is contained such as LastRow = Sheet1.Range("A99999").End (xlup)
Then you can loop through all of the rows above and add them to your document. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
This videos is great! One quick question, how would I go about packaging the template and the excel together? Meaning lets say I want to share this with my team and want to email it so they can all use it and edit the excel while always using the same template. When I save it, the file location still says my C:\Users\my name. I would like for someone to be able to just run this macro and have it produce the template.
Hi a great way to do this is to make the link dynamic (or clear out the link and have them browse for the location of their template) I also showed how to share applications, data and links in this video here which should help: ua-cam.com/video/3E6ExWYscHQ/v-deo.html
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
Does anyone know how to add a field which depending on the world selected would turn into checkboxes? For example have a with either clickedbox or emptybox as the criteria. If the word clickedbox is in the list a checkedbox would show up on the pdf and if empty box then an unchecked box would show up on the pdf.
Generally in PDF's you can check a box using the space bar, and if you want to skip the checkbox, without checking it use tab. So if in Excel you have a True/ False option to check the pdf you could do something like:
If Sheet1.Range("A1").value = True then 'Check
SendKeys " "
SendKeys "{TAB}"
Else:
SendKeys "{TAB}"
End If
Something like that would work as we are using the space to check, then tabbing, or tabbing without space.
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
thanks very much for the lesson but how can i just save the "letter" created instead of email or print?
comment out this line in the subroutine CreateWordDocuments:
'Kill (FileName) 'Deletes the PDF or Word that was just created
Thanks for the question Christian and thanks so much for answering Tim. That is correct.
Excellent, I want to create a similar template for just one row of data at a time that is not sent as an email, only for one template. Is there a simpler way to do it? Thanks.
Hi Hazel, thanks so much for your comment. You can have a look at this training which might help: ua-cam.com/video/c4WvVG6zESg/v-deo.html
@@ExcelForFreelancers hello, how do i write the code for it? Any suggestions?
HI Hazel that is more than I could explain inside a UA-cam comment. I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
I'm curious if this could also be applied to InDesign templates?
I believe it is possible and for Adobe products we do have the ability to add data to fillable PDF's (using pdfs created by Adobe InDesign) You can see more in this video: ua-cam.com/video/uU55FCbPHCI/v-deo.html
Nice video. How could you add a "Save as" option to go with the print and email option?
Hi thanks for your comment. If the user has chosen the Word option, the file is already saved using Save As like this:
FileName = ThisWorkbook.Path & "\" & .Range("E" & CustRow).Value & "_" & .Range("F" & CustRow).Value & ".docx"
WordDoc.SaveAs FileName
So if you wanted to use Save As (without Emailing) you could just create code to skip the email part. (you also may want to set a default folder location in which the new Word Document is stored)
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions: bit.ly/groupexcel
Randy, i removed code for emailing, so document which is created usually got saved in folder where is excel file, but sometimes happens that created document wants to overide template with all the tags in. Do you know why that is happening?
I think i realized why..cuz one of the cells i named to be taken for file name was date..when i am inserting date manually word doc was saving it in folder when my excel is..and when i used function =today() i guess it didnt recognize it so word tryed to overwrite file where tags are.. its a bit cinfusing cuz rest of the cells which iam using to name a file also are functions(vlookup) but still word is getting saved correctly
Hello Mr. Austin,
great videos!!! I was wondering when creating these letter in .pdf files can we create them to take electronic signature as well?? is there code we can use to create the signature block when the PDF letter is created...
thanks,
Hello there, It may be possible. Basically, anything you can do with keyboard shortcuts, you can do with Excel. For example I have a video that will automatically fill a pdf with Excel data, adding a signature may be possible IF you can do it with shortcut keys. (so you would first want to put away your mouse and see if it's possible to add a signature with your keyboard only) If so, then map out all the steps, then in VBA use Sendkeys to add the signature. See this video to help you through the process: ua-cam.com/video/uU55FCbPHCI/v-deo.html
This has been an incredibly useful video, thank you! I have a question though ... if one of the fields I need to pull into my word template is in a currency format that I want to keep displayed to 2 decimal places, how do I do that? I know how to do it using mail merge, but can't figure out how to do it from this template.
Hi Thanks within the code you can do a format like; Format(Sheet1.Range("A1").value,"$0.00"). I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question with code screenshots here:bit.ly/groupexcel
HI Ellen, This is an old comment but you can Learn How To Format Data In Word & Excel With My New video here: ua-cam.com/video/c4WvVG6zESg/v-deo.html
Thank you for sharing your amazing works. Is it possible to copy a shape (chart) from excel to word with tag names?
HI thanks there is some good information on that here: stackoverflow.com/questions/38454582/vba-copying-excel-chart-to-word-as-picture-changes-the-chart-size
Hi Randy, Thank you for the help. I would request for some other help as well regarding excel to word templates "Custom_Letter_Creator". In that, I am not able to replace the tag names with the values within excel. Can you suggest me on what to do next to get the tag names tagged from Excel to the word?
Hi Sunil, Thanks for your request. You posted in our facebook group and I saw your Word Document and code. The problem you were having is because your Word document was setup to track changes. All changes should be approved, your document marked as 'Final' and then Turn Off Track Changes. Once these three steps are taken, the application will work properly. I hope this helps.
I need this for work. I have 6 different letter templates that must be sent to parents pertaining to discipline when there is an infraction by a student. Do you have a template?
Hi Nicki, thanks so much. You can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
This super great tool! May I Know how to download the file, the above link is not working...Thank you!
Hi and thanks very much. I have clicked the download link and it seemed to work fine for me, what was the issue you had? Which link did you click?
Thanks again
This is an excellent tutorial and excellent materials.However when i am trying to execute your code(2nd Part) creat word docs it is giving me compiling error like:Invalid outside procedure and Highlighting on with sheet 1 which is in 6th line.Can you please help me.
Hi, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 30,000 Members who would love to help you with this. Thanks so much.
do you have an example file such as the one in the video?
Hi, you can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
Hello Sir can you please upload a video.... How to do typography in excel pls...
Hi thanks for the idea. I will take it into consideration. Thanks so much.
Thank you Sir....
this is a very wonderful video. is it possible to add images or pictures on the attachment?
Joni Depp Hi thanks very much. Sure it's definitely possible. Have a look at my personal Birthday Card Creator video which also has picture attachments : ua-cam.com/video/wbBZ_oTLDT4/v-deo.html
thank you for the prompt response, i was very impressed with how you explain things with your tutorial! everything was explained in details.I have an additional question though, would it be possible to make the image as part of the email body? like sending it as an html body? i'm really new with automation and i want to learn more. Thank you and more power to your channel!
Hi Thanks very much. Yes that is possible as an HTML body. I will add this to my list of videos in the future so i can create a step by step tutorial. Thank you for your comment and suggestion
that'll be wonderful! thank you and more power to your channel!
how can I download this spreadsheet? is it available in any of your workbook packages?
Hi, you can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
Thanks for the great class! I'm having an issue with the MATCH function. I'm getting a #NAME? Any reason why this would e the case? All the syntax looks correct.
Hi Megad, this happens generally when you have misspelled in a named range. Please double check the named ranges is exactly spelled as the one you have created.
Hi Randy, I need to customize letter for invoice, is it possible to add on extra column on the customer sheet? Tq
Hello Thomas, Thank you for your comment. You can customize this as much as you like. Please keep in mind that changes must also be made within VBA and that required a good understanding of VBA as well. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
Excel For Freelancers I have bad understanding of VBA, will try to amend and let u guys have a look. Thanks.
Question & thanks
Hi,
Thanks 🙏🏻 great file
I’m have one problem with it
When the cell contain more than 255 characters nothing from it goes to the document..
Please help ;)
Hi Thanks very much. You can split the text in parts which is one solution but I also seem to remember this topic coming up in our group a few times. Can you join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel then search for "256" in the group. (or create a new post if you cannot find it) Other people had this question as well, and our members came up with a few solutions. Thanks very much
I love this - thank you, however I do have a question. I have a huge excel spreadsheet with the same data and about 60 letter templates (the wording in the templates is what is different). Rather than select the output template and filter the data by the letter I require, is there a way to make excel check a particular field to determine which template it generates per row? (hopefully this makes sense & thanks in advance)
Hi Michael, thanks for your comment. You can modify the application to create that type of functionality through an advanced filter based on your specific criteria. Then loop through the results of the advanced filter to perform the actions you want. You can also combine templates on a single sheet in a table if its only the text that is different. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question with code screenshots here:bit.ly/groupexcel