Form Builder Spreadsheet - Write data from Excel to Word document templates (assembly / automation)

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  • Опубліковано 23 гру 2024

КОМЕНТАРІ • 102

  • @ritusarkar9234
    @ritusarkar9234 8 місяців тому

    Thank you so much. I actually used this to fill out multiple forms for non-mailing purposes and it works!

  • @terrygee1957
    @terrygee1957 Рік тому +1

    I appreciate your sharing the depths of of the Word for our feeding and growth.

  • @dany1224
    @dany1224 Місяць тому +1

    Best spreadsheet I have bought! Thank you sir.

  • @emilybiri3002
    @emilybiri3002 2 роки тому +5

    Thank you so much for this! I just set out to do something like this myself when I found your video. You just saved me hours of time building one of these myself.

    • @murphyman814
      @murphyman814 2 роки тому

      Has the spreadsheet proved to be helpful?

  • @keithkeith2106
    @keithkeith2106 9 місяців тому +1

    Hi, thank you for the video really good. I have an Excel form that I use for each client relationship and it contains data and calculations that need to be put on a form and the form needs to be emailed as a manual process. Any suggestions on who I could get to help me get this work flow built?

  • @FidaAifiya
    @FidaAifiya Рік тому +1

    You saved my life. Thank you so much!

  • @StarAlex-y3e
    @StarAlex-y3e 11 місяців тому +1

    Do you have a Mac compatible version?

  • @Nyenbrink
    @Nyenbrink Рік тому +1

    Any suggestions why everything works great except for headers and footers?

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому +1

      I plan to add that functionality soon! Each word document is broken up into different zones and at present the macro does not yet loop through the headers and footers. I was wondering when someone might raise that issue!

    • @Nyenbrink
      @Nyenbrink Рік тому

      Thanks for the fast reply. I will fill it out my Headers the old fashion way for now.
      Wasn't sure how to reach out regarding the following. I also found a hidden sheet that appears to be a client list.

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому +1

      @@Nyenbrink That is not a list of clients, but just a list of opposing parties that I sent correspondence to over time, and that list will automatically clear out when the search tool on the contacts sheet is used.

    • @Nyenbrink
      @Nyenbrink Рік тому

      Just wanted to make sure...
      I have always used an excel workbook for my excel forms but lack the knowledge and time to figure out how to add my word docs. I was able to use only the portions I needed of form builder and added my workbook to it. Works great! Thank you!

    • @michabaraniecki5027
      @michabaraniecki5027 Рік тому

      hello :) greayt work :) is there any progress with Headers nad Footers?@@MichaelDewTechTips

  • @peterford9997
    @peterford9997 3 місяці тому

    Hi @MichaelDewTechTips: I purchased the Form Builder Spreadsheet. Fantastic tool!
    Question: does it work with Google Sheets?
    Or am I restricted to the desktop version of Excel?
    I only ask because I would prefer to generate and save documents via Google Sheets/Docs (as opposed to using folders on an actual computer). Thanks!

    • @MichaelDewTechTips
      @MichaelDewTechTips  3 місяці тому

      It only works with the desktop version of Excel. Consider syncing the folders on your computer to Google Drive if you want to share with others...

  • @dasansasse5318
    @dasansasse5318 Рік тому

    Does the "Sheet Nav & Table Data " sheet store large lists of clientele? This information would be very helpful

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      Yes, you can store a long list of data all the way down that sheet in the Excel Workbook, and you can define the column names on that sheet as you wish. That data can the be written to like named variables on a matter sheet in the Excel Workbook, and from there it can be written to Word document forms.

    • @dasansasse5318
      @dasansasse5318 11 місяців тому

      Hello Michael, is there any way to expand the amount of variable in the "Variables in Table Format" Chart? The particular documents I am automating may need to utilize much more that Row "Q", any inquiry will help. Thanks!@@MichaelDewTechTips

    • @MichaelDewTechTips
      @MichaelDewTechTips  11 місяців тому

      @@dasansasse5318 Yes, you can add more columns to make the table wider. Note that the far right column of the table (column Q before any additional columns are inserted) contains a named range (i.e. "RightOfTableHeadingsTemplateSheetCell" in the header row, and you must not delete that named range, but you can push it rightwards by inserting columns to the left. The macro will then look through all of the table up to the named range on the right and search for variable values. (The video provides more information about the table of variables starting at 6:17).

  • @rebeccanelson6881
    @rebeccanelson6881 Рік тому

    Thank You so much for the amazing workbook! I am having issues with the date formats not writing out the long dates on formal documents. I am confused on the apostrophe's and where to put them.

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      If you have a date like "June 16, 2023", or "Friday the 16th day of the month of June in the year 2023", or whatever, and you want it entered into the Word document exactly like that, then do not use the {DateDocument} field shown on row 23 of the video, but rather create a new variable in the blue zone in the "Variables in List Format" section of the spreadsheet (row 39 and below) and then put that same variable in your Word document, and then in the variable contents cell in Excel (i.e. in the green zone) start your content with an apostrophe e.g. 'June 16, 2023. If you do that then the variable contents will be treated as plain text and should be written into Word exactly as you have it in Excel.

    • @rebeccanelson6881
      @rebeccanelson6881 Рік тому

      @@MichaelDewTechTips Thank you so much 😊

  • @JorgePerez-n8v
    @JorgePerez-n8v 4 місяці тому

    Can you correct the error? Error 5 has occurred at execution time

  • @LNYuiko
    @LNYuiko 2 місяці тому

    Could this work for pdf forms as well? Thank you!

    • @MichaelDewTechTips
      @MichaelDewTechTips  2 місяці тому

      No, it only writes to word docs, but you can then turn those into pdfs (which is a common workflow I use).

  • @mariatorres8102
    @mariatorres8102 3 місяці тому

    Does each matter need a separate spread sheet??

  • @RW-mf6iy
    @RW-mf6iy 2 роки тому +4

    Outstanding work Sir! Would you be so kind as to share the password you've used for the VBA project? I'm looking to make a much pared down version of this for more simple use, and would love to see exactly how you've done it.

  • @WGSBFunny
    @WGSBFunny Рік тому

    Hi, how do I unlock the old pro forma now that the excel is behind a pay wall?

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      Not sure I exactly understand your question, but if you downloaded an old workbook a long time ago it might have expired by now.

    • @WGSBFunny
      @WGSBFunny Рік тому

      ​@@MichaelDewTechTips Is there a way to get it back? I downloaded it around 10 months ago.

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      @@WGSBFunnyNo, you need to download a new version. It used to be free, now there is a small charge.

  • @halloweenpot
    @halloweenpot 10 місяців тому

    is there a way I can create a button that generates a PDF file for each word template individually and in this way, I can create multiple files in one go?

    • @MichaelDewTechTips
      @MichaelDewTechTips  10 місяців тому

      I do not fully understand your question, but I am pretty sure the answer is "no", including because this spreadsheet does not include convert to pdf functionality. If you have Adobe Standard (or Pro) you can use macros to bulk convert a library of Word docs to pdf, but this spreadsheet does not do that.

  • @meljoshua
    @meljoshua 11 місяців тому

    Hi, I bought a copy of the spreadsheet and would be interested to pay for the unlock version with VBA. Are you offering such an option?

  • @MrZiemwit
    @MrZiemwit 2 місяці тому

    this film shows things, but how to make this from the start

  • @JorgePerez-n8v
    @JorgePerez-n8v 4 місяці тому

    Hi, i have a problem, When I open the file I get an execution error message "5" it gives me the. Do you have a solution for that?

    • @MichaelDewTechTips
      @MichaelDewTechTips  4 місяці тому

      Can you email me (legaltree "at" gmail) a screenshot of the error message so I can see it in more detail?

    • @JorgePerez-n8v
      @JorgePerez-n8v 4 місяці тому

      What is your email please? I don’t see it on website legaltree.

    • @MichaelDewTechTips
      @MichaelDewTechTips  4 місяці тому

      @@JorgePerez-n8v legaltree "at" gmail

    • @JorgePerez-n8v
      @JorgePerez-n8v 4 місяці тому

      @@MichaelDewTechTips ok, I sent it a few minutes ago.

  • @matthewshewfelt3636
    @matthewshewfelt3636 2 роки тому

    How did you get the macros to fill in the field. Like are the curly bracket actually linked or is your macros going through the form looking for the instance in curly bracket and then filling it in if it gets a match

    • @MichaelDewTechTips
      @MichaelDewTechTips  2 роки тому

      The latter i.e. the macro looks through the spreadsheet, remembers all variables and their corresponding values, then opens the Word document and writes in values for all variables that appear in the Word document.

  • @brendanmichaud2683
    @brendanmichaud2683 Рік тому

    Amazing tool you've built!

  • @ffemt83
    @ffemt83 Рік тому

    Awesome work!! Is there any way to format the signature (author name section) so the variable content is personalized?

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      I am not sure I understand your question, but you can enter personalized content in the green shaded column D for all variables listed in blue shaded column B, so I believe the answer is "yes, as noted in the video". If that does not answer your question try and set it out in a bit more detail and I will respond.

    • @ffemt83
      @ffemt83 Рік тому

      @Michael Dew thanks so much for replying! I am more interested if I could change the colors, font, size, things of that nature.

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      @@ffemt83 The formatting when the content is written into the Word document is the same as the formatting that was applied in the Word document to the variable code in the Word document. So just apply the formatting you want to the variable code in the Word document.

  • @mahmudahror4953
    @mahmudahror4953 Рік тому

    Good Morning Sir
    I have a question. If I want to change some words and numbers in this text by using vba in excel, what should i do? It should be filled automatically. I do not what to do. I did it in Word but not in excel. Could you help me in this case, please?
    1. Sotuvchi, 2022 yilda ishlab chiqarilgan, rangi QORA CHERNIY, kuzov raqami XWB5V31BVNA531528 dvigatel raqami B15D213220192DFFX0140 turi YENGIL SEDAN bo‘lgan LACETTI avtomobilini sotadi, sotib oluvchi esa mazkur avtomobilni sotib oladi.

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      I do not understand what you are asking, and also that text in the last 5 lines of your comment is very strange.

    • @mahmudahror4953
      @mahmudahror4953 Рік тому

      @@MichaelDewTechTips The text is in the Uzbek language and is part of a document. I fill almost the same dates in several documents every day. I am going to make it auto-fillable, and I did it in Word. However, there are some errors in Word files. So, I want to make it in Excel.
      Let's imagine we put text in Excel column, we want to make auto-fillable some words or numbers among the text. How can I make it auto fillable in excel? Could you help me in this case, please? Can I use VBA?

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      @@mahmudahror4953 Almost certainly you can use VBA, but you seem to have a very specific use case and I am not sure that this spreadsheet is set up for what you want to do. If you want you can email me at legaltree at gmail and provide me an Excel file with the data in it that you want to send to Word, and a copy of the Word file that you want to send it to, and I could have a quick look. No guarantees that I will be able to help, or that I will have the time to help, but I will look at it for a few minutes at least.

  • @williver79
    @williver79 Рік тому

    Great little tool. thanks. are you willing to share the vba? I'd like to explore some changes

  • @shelleymontreuil9907
    @shelleymontreuil9907 Рік тому

    Hey there Michael, great job on this tool! I downloaded the most recent version of your spreadsheet but the 'Path to parent folders' section is missing from my Inputs tab.

    • @shelleymontreuil9907
      @shelleymontreuil9907 Рік тому

      oof, never mind, the tab opens up scrolled down to the bottom so the input area was hidden ... my apologies!

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      @@shelleymontreuil9907 No worries, hope it works out for you!

  • @DoraDing-i6w
    @DoraDing-i6w Рік тому

    May I know how to download this wookbook? Thank you!

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      Click the link in the description of this Video, and then click the link at the top of the webpage that the first link takes you to.

  • @DavidHill-in4xc
    @DavidHill-in4xc Рік тому

    Thanks for the video. I'm trying to download the xlsm file, but when I click the link, nothing downloads. When I try right click "save as" it tries to download, but I get the error "Failed - Server problem". Any advice?

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому +1

      Yeah sorry, not sure why that link failed, but I reset it and it seems to be working for me now, let me know if it works for you now. The end of the file name should now say "v5", so try clearing your browser cache and refreshing your browser if that is not at the end of the file name when you hover your mouse cursor over the link.

    • @DavidHill-in4xc
      @DavidHill-in4xc Рік тому

      @@MichaelDewTechTips The download is working now. Thanks!

  • @colbyallen5750
    @colbyallen5750 Рік тому

    Is there a way you can share the VBA used to accomplish this? I've noticed several people ask this but you haven't responded. Your video is super helpful for showing that it can be done, but there are applications to use this process that is not friendly to simply reusing your provided example workbook.

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      I am still deciding what to do about sharing unlocked files. Over the past 10 years, at least hundreds, and probably thousands, of spreadsheets (not this one, but others linked to from this channel) have been downloaded, but pretty much nobody ever donates using the donate buttons on the download pages. It has been an interesting social study to see how many downloads there are, but how little (basically zero) donations there are when the donation is entirely voluntary. So I have been trying the option of selling some of the spreadsheets for a small fee (< $10), although this one is (as of April 2023) still free. I have also locked down the VBA on the spreadsheets that took especially long to make, which this one certainly did. If I do start charging a small fee (

    • @colbyallen5750
      @colbyallen5750 Рік тому

      @@MichaelDewTechTips not sure it affects your decision right now, but this is something I would pay for. Would save me 4-8 hours per week worth of work.
      There are add-ins that charge $8-$20 per month that do something similar. You could easily ask $50-$100 and those who know what they are looking for will pay. Other document creation applications are much more steep.
      The real value is learning the VBA for those who don’t know it. Even the other VBA tutorials on YT don’t demonstrate the application that you do.
      Aka. I’d pay for an unlocked version.

  • @WGSBFunny
    @WGSBFunny Рік тому

    Hi this is great but when I use it for amounts of money it changes the currency symbol from £ to $, any help would be appreciated cheers.

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      Chris, if you now download the newest version that I just uploaded today you will see that I added a new field to the "Inputs" tab that allows you to set the currency. In your case you should put a £ in that field and then the content of any field in Excel formatted as currency will be written into the Word document form with the symbol specified in that field on the "Inputs" tab. You can also format your fields on the Excel sheets that contains the source data to have £ as the currency symbol, but that is not actually needed i.e. the macro will just check for whether cells are formatted as currency and if so will write the symbol on the "Inputs" page into the Word document regardless of what currency symbol is used on the data sheets in the Excel Workbook. Let me know if that works for you?

  • @dannyg8741
    @dannyg8741 2 роки тому

    This is awesome! Thanks for creating this content!

  • @salimbh32
    @salimbh32 Рік тому

    thank you for sharing Michael!! please if possible the macro password so that I can personalize it?

  • @fletchdavidson6079
    @fletchdavidson6079 2 роки тому +1

    You could run entire companies with this

  • @herman0005
    @herman0005 Рік тому

    Great Work! Thanks so much for sharing this.

  • @azhar5895
    @azhar5895 2 роки тому

    i've got it to work but when i add the column name in a Text Box it does not work, how do i solve this?

    • @MichaelDewTechTips
      @MichaelDewTechTips  2 роки тому

      Do you mean "variable name" rather than column name? Are you saying that your word document contains a textbox and you put the variable name in the textbox in Word and the macro is not correctly writing the variable value in place of the variable code in the textbox in Word? If so...hmmmm...I never thought that someone could try put a variable code into a textbox, and so probably the macro cannot handle that at present...

    • @azhar5895
      @azhar5895 2 роки тому

      @@MichaelDewTechTips I just used a 1×1 table and it worked, thank you. Also I've seen you have put a password for the code, is there anyway you could let me look at your code to understand and learn please?

  • @ShamADCLoL
    @ShamADCLoL Рік тому

    i have paid to buy the worksheet, however there is still a VBA password. Could you please share?

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      As noted on the buy page: "The sheets of the Workbook are not password protected or locked, and users may modify them as they see fit, but the Visual Basic Editor is locked." If you want a refund I can provide one.

  • @adelggado
    @adelggado Рік тому

    Great work, it worked but after a while of not using it now I am getting a message 'This version of the spreadsheet is out of date' and it closes the entire file. How can I fix it?
    Thanks again!

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому +1

      You can download an updated version through the link in the description.

  • @sd4837
    @sd4837 4 місяці тому

    How do I get this ?

  • @isaiahbaker1334
    @isaiahbaker1334 Рік тому

    Hey I really appreciate this video, great job! I tried to download the spreadsheet but its still not working for me. I saw someone else commented something similar, but I just wanted to ask because its still not working for me.

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      You left your comment right around the time I think (hope!) I fixed it, so perhaps try again now and let me know if the download works. For more detail see also my reply to that other comment you mention...

  • @rcfourie4711
    @rcfourie4711 Рік тому

    Hi Michael and thanks for the fantastic video and excel file. I am trying to do something similar where I write a real estate report and the report extracts data or lets say market info from the spreadsheet which I regularly update, can you give me some help on this please

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      Riaan, not sure I fully understand your situation, but what you are describing seems kinda what the spreadsheet is designed to do already. Keep in mind that you can have variables in the spreadsheet that are NOT in the Word document. So could you can have different Word document forms that will just have select data from the spreadsheet written in to them.

  • @Lifelonglearner91
    @Lifelonglearner91 Рік тому

    Hi, new subscriber here, this is what I've been looking for. Can I ask, if you know how to have the variable name be removed if the variable list is also blank? Thank you for your help.

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      Do you mean: (a) that there is a variable wrapped in curly brackets in the Word doc but that variable does not appear in the blue list in Excel, or (b) the variable is in the blue list in Excel but has no value specified in the green list in Excel? Both of those should result in the variable being removed from the Word doc and just a space being left in the Word doc.

    • @Lifelonglearner91
      @Lifelonglearner91 Рік тому

      @@MichaelDewTechTips Hi, sorry for the confusion, you're right, it should do the above. Btw, I transferred the file in another computer in our office to automate our tasks, but there is error when I enabled the Macro, it says compile error in workbook, I googled and it says the excel I was using might not be up to date with the code in the VBA.. I could add the add in one at a time or contact the developer of the code. Do you know how I can solve it? Thank you.

    • @MichaelDewTechTips
      @MichaelDewTechTips  Рік тому

      @@Lifelonglearner91 Is that other computer a mac? If so that is the problem. The macro is not designed for mac's.

    • @Lifelonglearner91
      @Lifelonglearner91 Рік тому

      @@MichaelDewTechTips Hi nope, it's also a windows but I guess maybe the excel version is lower. Do you have any suggestion for this? When I googled it it actually says to run the code and check the addin as one or some of the add ins are causing it. if I can update the code I guess

    • @Lifelonglearner91
      @Lifelonglearner91 Рік тому

      @@MichaelDewTechTips btw, the excel file in our office is 2007

  • @joonaas0503
    @joonaas0503 Рік тому

    Awesome tool! Thanks for the template and video. As some others I would also like to learn and customize a little bit. Is there a chance to share the password for the VBA project?

  • @valentinalammey3955
    @valentinalammey3955 7 місяців тому

    This is great, thank you

  • @Emporium.Presents
    @Emporium.Presents 5 місяців тому

    Dangit this doesn't work :(

    • @MichaelDewTechTips
      @MichaelDewTechTips  5 місяців тому

      What part of it are you having trouble with? It does not work on macs, but should work on Windows computers. If you want you can email me your workbook and a form that you are having trouble with and I will take a look at it...

  • @Wipeout2806
    @Wipeout2806 Рік тому

    Outstanding

  • @RobertHarris1
    @RobertHarris1 Рік тому

    Sounds like you have a South African-Canadian accent

  • @reubensawyer927
    @reubensawyer927 2 роки тому

    ρɾσɱσʂɱ 😝