Linking Excel and Word Documents for Automation Purposes

  • Hi There,

    I concurrently update an excel document (budget) and explanatory note that accompanies the budget in a word document (both documents are attached here). Currently, I first finalize the excel budget which details a budget line description, unit cost, and total amount per line, and then I manually update the word documents that explain/narrates what each budget line in the excel document is meant.

    I thought there should be an automated process such that the excel document can be linked to the word document and when I update the excel budget, certain figures in the word document such as the total amount per line can automatically update themselves without the very manual processes I am currently doing of updating the amounts in the word document manually.

    Kindly advise if there is a possibility to link the excel and word documents together and a change from the excel can auto-update the figures in the word document (highlighted in green).

    Since VBA automates so many processes, I wonder if I can use VBA for such an automation process but any other alternative is also welcome and I can try.


    1. Excel Budget

    2. Narrative/Justification of the budget in word document



    Budget.xlsxExplanation Note.docx

  • Hello MW,

    You can achieve your result by copying the cell from excel and right click pasting into the location you desire by selecting copy link and merge formatting. From there it is just a matter of getting the formatting to work. In Options --> advanced -->
    General there is the option to have the link update when you open the document.



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