Interoperability of Documents

I

Indigo-JDJ

I am writing a 40 or 50 page report in word that has many different tables in
it and numerical values both in the tables and with in the paragraphs
themselves, these figures will be changing over the course of hte next month
or two and i dont want to have to manually update them each time. Could you
please tell me what the best way to do this is? I have tried the copy cell
in excel and paste the link object into word, but this seems cumbersome and
lengthy, is this my best bet?

Any advice woudl be appreciated!

Thank you!
 
S

Susan Ramlet

Well, at the risk of sounding like a Luddite, Word is a word processing
program. That is what it does well. It obviously supports object embedding,
linking and automation, so if you have those skills and tools, you can do
more automation, so you might want to post to one of the automation or
programming groups if you want to do a bit more.

I think your solution should work fine, as long as you don't have to keep
adding new linked values over time. You could consider embedding entire
tables from Excel, rather than individual values in each table cell, but I'm
sure you've thought of that.

Is this report to be shared with others? If so, you might not want to do
this embedding unless everyone else has access to the changing values
source....there are some challenges if the document has linked content and
needs to be portable.

At what point will the values no longer change? Is there such a time?
 
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Indigo-JDJ

Thanks susan for your response, i appreciate it. Yes, there will be a time
when this report will not change. Hopefully in the next month or so. But we
iterate it over and over and change one or two numbers here or there which in
turn changes many different numbers through out the document. It is a legal
document for a private equity raise and i am hoping there is just a better
way to do it vs. the manual way.

yes, i will be sharing the document with others, however i have looked into
shutting off the links and just having the values included for any versions
that I send out for editing, but I willbe the main source for numbers changes.

I will look at the automation forums and see what i can come up with.
Thanks for your help!

JDJ
 
S

Steve Rindsberg

Susan Ramlet said:
Well, at the risk of sounding like a Luddite, Word is a word processing
program. That is what it does well. It obviously supports object embedding,
linking and automation, so if you have those skills and tools, you can do
more automation, so you might want to post to one of the automation or
programming groups if you want to do a bit more.
Click to expand...

If there aren't too many of these "variable", would it be practical to insert
them as DocProperty fields?

I've done this a few times with very simple documents and only a few of these
fields at a time, so I don't know of any potential problems/pitfalls with more
complex docs, if any.

Does it sound like a practical approach?
 
I

Indigo-JDJ

Yes, thank you. I have experimented with this and with some of the
fields/data, I have gone this route with some individual data points in
paragraphs, but as was suggested earlier, I sided with imbedding the link for
larger spreadsheets.
Thank You both for your input and helping me get started on this.

Regards,

JDJ
 
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