In this post, I’ll show you how you can create a word document that:
1) Gets numbers from Excel
2) auto refreshes when the data gets changed/updated in Excel
Note: I am using Excel 2010 & Word 2010 for the purpose of this blog.
Here are the steps:
Let’s say we have a line in word that says “The revenue for year _____ was $ ______”
and we want to fetch data numbers for Year and revenue from Excel.
2. Let’s go!
here’s the data in Excel:
3. In excel; copy A2 that has value 2012
4. switch to WORD:
now this is IMPORTANT. do NOT just paste it.
move your cursor to the destination position > right-click > paste options > Link and Merge formatting
There’s also an option of link and keep source formatting, this is how it looks:
5. repeat the steps for revenue
6. Close Word.
7. Open Excel and change the value of year to 2011 and revenue to 4000
8 Now open Word 2010, say yes if a dialog box pops up
And here you go:
In this post, we saw how to create an auto-refreshing word document that fetches data numbers from Excel.