How to Automate Word Table Updates from Excel Data using VBA

VBA stands for Visual Basic for Applications, which is a programming language that allows you to automate tasks in Microsoft Office applications, such as Excel and Word. You can use VBA to write macros, which are sets of instructions that perform specific actions. One of the advantages of using VBA is that you can access and manipulate the objects, properties, and methods of the Office applications, such as worksheets, cells, tables, documents, etc.

One of the common tasks that you can automate with VBA is to update a word table from excel data. This means that you can copy data from an excel worksheet and paste it into a word document, either by creating a new table or by replacing the contents of an existing table. This can save you time and effort, especially if you need to update the word table frequently or with large amounts of data.

Procedures

There are different ways to update a word table from excel data using VBA in excel, but the general steps are as follows:

  1. Declare and initialize the variables and objects that you will need, such as the worksheet, the word application, the word document, the word table, the range of cells to copy, etc.
  2. Open the word document that contains the table that you want to update, or create a new document if you want to insert a new table.
  3. Loop through the cells in the excel worksheet and assign their values to the corresponding cells in the word table, using the Range.Text property of the table cells.
  4. Save and close the word document, and quit the word application.
  5. Release the variables and objects from memory, using the Set statement with Nothing.

Comprehensive explanation

To illustrate the procedures, let us create a scenario where we have an excel worksheet that contains some customer names and their details, and we want to update a word table that shows the same information. Here is an example of the excel worksheet:

Table

Customer Name Age Zip Code
Alice 25 10001
Bob 32 20002
Charlie 28 30003
David 35 40004
Eve 30 50005

And here is an example of the word table that we want to update:

Table

Customer Name Age Zip Code
<<Name>> <<Age>> <<Zip>>
<<Name>> <<Age>> <<Zip>>
<<Name>> <<Age>> <<Zip>>
<<Name>> <<Age>> <<Zip>>
<<Name>> <<Age>> <<Zip>>

We can use the following VBA code in excel to update the word table from the excel data:

Sub UpdateWordTable ()
  'Declare and initialize the variables and objects
  Dim ws As Worksheet 'The worksheet that contains the data
  Dim wordApp As Object 'The word application
  Dim wordDoc As Object 'The word document
  Dim wordTable As Object 'The word table
  Dim xName, xAge, xZip As String 'The variables to store the data from excel
  Dim i As Long 'The loop counter
  Dim filePath As String 'The file path of the word document
  
  Set ws = ThisWorkbook.Sheets ("CustomerNames") 'Set the worksheet
  Set wordApp = CreateObject ("Word.Application") 'Create the word application
  wordApp.Visible = True 'Make the word application visible
  filePath = "C:\Users\kindyd1\Desktop\COPE\receipt_letter.docx" 'Set the file path
  Set wordDoc = wordApp.Documents.Open (filePath) 'Open the word document
  Set wordTable = wordDoc.Tables (1) 'Set the word table
  
  'Loop through the cells in the excel worksheet and assign their values to the word table
  For i = 2 To 6 'Assuming the data starts from row 2 and ends at row 6
    xName = ws.Cells (i, 1) 'Get the customer name from column 1
    xAge = ws.Cells (i, 2) 'Get the customer age from column 2
    xZip = ws.Cells (i, 3) 'Get the customer zip code from column 3
    wordTable.Cell (i - 1, 1).Range.Text = xName 'Set the customer name in the word table
    wordTable.Cell (i - 1, 2).Range.Text = xAge 'Set the customer age in the word table
    wordTable.Cell (i - 1, 3).Range.Text = xZip 'Set the customer zip code in the word table
  Next i
  
  'Save and close the word document, and quit the word application
  wordDoc.Save
  wordDoc.Close
  wordApp.Quit
  
  'Release the variables and objects from memory
  Set ws = Nothing
  Set wordApp = Nothing
  Set wordDoc = Nothing
  Set wordTable = Nothing
End Sub

After running this code, the word table will be updated with the data from the excel worksheet, as shown below:

Table

Customer Name Age Zip Code
Alice 25 10001
Bob 32 20002
Charlie 28 30003
David 35 40004
Eve 30 50005

Other approaches

There are other ways to update a word table from excel data using VBA in excel, such as:

  • Using the Copy and Paste methods of the range and table objects, instead of looping through the cells and assigning their values individually. This can be faster and simpler, but it may also overwrite the formatting and style of the word table.
  • Using the MailMerge object and method, which allows you to merge data from a data source (such as an excel worksheet) into a word document that contains placeholders (such as merge fields). This can be more flexible and customizable, but it may also require more steps and settings to configure the mail merge process.

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