An auto-refreshing Word Document that fetches data numbers from Excel:

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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:

1. Scenario:

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:

excel data numbers

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 

link and merge formatting

There’s also an option of link and keep source formatting, this is how it looks:

link and keep source formatting

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:

linked word file to excel data

Conclusion:

In this post, we saw how to create an auto-refreshing word document that fetches data numbers from Excel.

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