Excel workbook

[knucmo]

Hello,

I've run into a bit of a wall with my Excel knowledge...I wondered if
you could help me.

I have a basic and sound knowledge of macros, but my idea I have
exceeds the knowledge. I am trying to devise a macro which will print
off a letter based upon what is inputted by a user into some boxes.
What is keyed in to these boxes will need to come out on the letter
template. So for instance:

Say there is a box on the worksheet which asks someone to enter their
time of appointment with a company - that time will reflect somewhere
on the letter template when I hit the print button...

I've been playing around with macros in Excel and Word and I nearly
thought I had it but I haven't cracked it yet. Could you guys offer
any help?

 

[db]

basically, in excel it would require
something to this affect.

firstly, it sounds like you have a
set of standard letters already
which we can call templates.

in order to populate certain areas
of the letter with specific data you
would then have to consider making
your templates into form letters.

form letters with certain fields
for data required by the user.

the above solves the query you
posed with the "date".

-----------

the next step is to create a small
database with excel.

as you may know databases require
an input form to input criterion to
search for specific "data".

the "data" above will be the links to
workbooks with the specific form
letter.

------------------

so the scenerio above will be as
follows:

you create a worksheet and will
be in two parts.

the top part will require the user
to input the pertinent data to
populate "all" the form letters
you have created, keeping in
mind that only one of them will
print.

so remember you only want the
"data" for the "fields" populated on
your form letters.

--------------

next the bottom half of your
worksheet will comprise of
lookups.

as you may know lookups can
use a criteria to lookup data.

so you can have check boxes
with varying criteria's in which
they add up to the end result,
the form letter.

for example, a lookup could be
for dialysis, blood work, etc.

if the user select blood work,
then a lookup will provide
a sub category,

cholesterol, diabetes, cell counts,
etc....

if the user selects diabetes,,
then a lookup will provide
a sub sub category.

eventually the final lookup
will provide the url or link
to the proper template.

the user clicks the links
the letter appears,
it has the date, the name, etc
from the top half of the work
sheet and then it can be
printed.

its sounds complicated but
it really is fundamental.

also, I don't think you even
need macros.

but if you do, they would have
to be for printing the form
after the selections are made
by the user.

-----------------

also, remember that excel an
database can link to word
documents.

word documents can be templates
and form letters with fields that can
be populated via a mail merge.

--
db·´¯`·...¸><)))º>
DatabaseBen, Retired Professional
- Systems Analyst
- Database Developer
- Accountancy
- Veteran of the Armed Forces

"share the nirvana mann" - dbZen

~~~~~~~~~~~~~~~