Printing Excel Reports via a Word Document
Using Microsoft Excel & Word
This post will detail the process of establishing a simple database in excel and then linking that to a Standard Report in word and saving the data as a new Word file.
Why use Word?
Some organisations will only accept files in Word format and may have specific formats which are used internationally (International shipping I’m looking at you!)
In these cases although you may be able to setup an Excel file to look exactly like its Word equivalent. But if they wont accept it…
You have to change.
Requirements:
+ A database source in Excel
+ A Word file (to be used as a template, not to be confused with a Word template)
The Process
The process is simply a matter of:
+ Setup a Control sheet
+ Setup a Transfer Sheet
+ Setup a Word template
+ Run the Report
This process will be explained step by step with the help of a worked example: 2007/10 Sample or 1997/03 Sample
This tutorial will only be using the 2007/10 files as examples but feel free to follow along if you are using previous versions.
The 2007/10 Sample has been tested on both Office 2007 & 2010
The 1997/03 Sample has been tested on Office XP (and I make no claim that it will work in prior versions but it might/should)
Open the example workbook (Production records.xlsm from the above links) or your own data file.
Notice that there are 3 worksheets in the workbook:
+ Control: The master sheet which allows selection of your filter or summation criteria and a button to execute a macro
+ Transfer: The transfer sheet, the entry or summation here will be transferred to word
+ Data: The database
Setup a Control Sheet
The control sheet is a simple data validation or selection tool and a button which will run a macro.
It can be as simple or as complex as you need to make it.
Example
In the example above there is simply a Data Validation cell which is linked to a list of shipment numbers and a Button to run the reports VBA subroutine.
You can make yours as simple or as complex as you need to extract the data from your data source.
The Produce Word Report button is linked to the MergeMe VBA subroutine.
Setup a Transfer Sheet
The Transfer sheet requires 2 rows
Row 1: Has a list of field names, These will be used in Word later so use something meaningful.
Row 2: Has a list of the records which will be transferred to Word. The cells will contain sufficient formulas to extract the relevant records from the Data sheet using the Data validation on the Control Sheet.
You need to setup sufficient fields to ensure that all records required in Word are setup or retrieved.
The order of the fields isn’t important as the field names are used for the transfer not the order.
Also you don’t have to use all the fields in Word, but if the Field isn’t made here you can’t retrieve it later.
The format or layout doesn’t matter as this is controlled in Word.
Example
Notice on the Transfer sheet that the Top Row is a list of field names
The second row uses an Index(Match( )) combination to retrieve the relevant records from the Data sheet.
Save the Excel file.
In the sample file I have made a simple retrieval of a matching records and associated fields, but the Transfer sheet could have just as easily sumarised multiple rows of data from your data source.
Setup a Word template
Setup in word a file which will be used as a template for the import.
Leave gaps where your fields values will go.
Save the file
Example
Open the example file (Shipping Template.docx)
If this is the first time you have opened the example file it may prompt you
“Opening this file will run the following SQL File …”
This is ok so accept Yes
You can either accept that and then follow the links to connect the file to the Production records.xlsm file
It will then prompt you for the Data Table which in our case is Transfer$ ie: the Sheet Name with a $ sign at the end
If it didn’t prompt you above or you answered No to the “Opening this file will run the following SQL File …” prompt we will connect again later anyway.
Now setup the file in word with all the text graphics, lines colors etc required for your form/report.
Leave gaps for the fields which we will add next.
Adding fields
Use mail merge to open the data source (Production records.xlsm)
Goto Mailings, Select Recipients, Use Existing List…
Navigate to the Production Records.xlsm file after which it will prompt you for the table which in our case is Transfer$ ie: the Sheet Name with a $ sign at the end (as discussed above)
Move to the 4 missing Field Locations as per the following table and insert the Field Names using the
Mailings, Insert Merge Field tab
Insert Fields as per the following table and highlights above:
| Location | Field Name (from Production Records.xlsm) |
| Shipment No : | Shipment_No |
| Material : | Cargo |
| Tonnes : | Tonnes |
The other fields Destination, Form and Date have already been pre-entered and are shown in Blue
You can format the fields as required, select the entire field and change the font, colors etc to suit.
You can view the field values using the Preview Results Button, see below
Make any other changes to the file
Save the file as a Word File Shipping Template.docx (not as a Word Template *.dotx)
Close Word
Run the Report
In the Production records.xlsm file we will now link the macro to the button on the control sheet
We need to check 3 lines in the macro before we execute it.
Goto VBA using Alt F11
Select the Production Records.xlsm, Modules on the left and find the
Sub MergeMe() Subroutine on the right
Near the top of the subroutine are 2 lines which list both the file which Word will use as a template and what the new file will be saved as after merging.
‘ Setup filenames
Const WTempName = “Shipping Template.docx“ ‘This is the Word Templates name, Change as req’d
Const NewFileName = “New Certificate.docx” ‘This is the New Word Documents File Name, Change as req’d
Change these values as appropriate
The code will overwrite the existing output file if it exists so once executes save it to another name/location.
If you are using your own data file copy this subroutine to your own VBA Module and edit as above.
You can now go back to Excel (Alt F11) and execute the macro using the button on the control page.
You should now have a new file called New Certificate.docx in the same directory as the Sample files.
Future Extensions
The above macro which does this transfer is a simple and easily scalable to 50+ fields without any modification.
Future enhancements would be:
+ Sourcing the New Word File name from the Control sheet
+ Incremental numbering of the word document each time the transfer is done
+ Numbering of the word document based on a Field value each time the transfer is done
+ Export of Multiple records at one time
+ Conditional formatting in Word based on field values
+ Improved error checking
If you are interested I encourage you to modify and post these enhancements here for all to benefit.
Macro
You can copy the Macro into any Excel file and save it as an *.xlsm file and link it to a Button and be up and running in minutes
The macro has a very small number of changes that need making internally to work anywhere.
What have been your Excel to Word transfer experiences ?
What have been your Excel to Word transfer experiences, let us know in the comments below:
What do you think of this approach to data transfer ?
41 Responses to “Calculate Elapsed Time in Excel [Quick Tips]”
Hi Chandoo,
To calculate time lapses in excel I usually use the DATEDIF function. Even though is undocumented by MS there is a great explanation of its use in Chip Pearson's site :
http://www.cpearson.com/excel/datedif.aspx
Is pretty easy to use and has great flexibility.
See you and keep Excelling!!!
Another great article, I will be linking to it on my blog.
Oliver:
Yes, I think that DATEDIFF do it better.
Great post! This a fantastic tutorial on calculating elapsed time in Excel that could be helpful even to a novice user. Keep up the useful tips!
Also, the Office community on Facebook could really benefit from you knowledge! Check it out at http://www.facebook.com/office
Cheers,
Andy
MSFT Office Outreach Team
hi, Chandoo !!!
for elapsed time , we can use this unique formula either for hours, minutes or seconds : NOW()-A1)
but using respective special number formats
for hours : [h] ==> 46553
for minutes : [m] ==>2793212
for seconds : [s] ==> 167592763
We can also use mean duration for years (orbital period of the Earth around the Sun : i-e tropical year) which is : 365.25 days
and mean duration for month : 365.25/12 days
be Excelent !!!!
@Oliver... Thanks for the pointer to datediff(). I will update the post with information about this as well.
@Glen... thanks for the linklove 🙂
@Andy... Welcome. Thanks for telling us about the office community on FB.
@Modeste ... that is very cool. I will remember these formatting codes for an upcoming article on number formatting codes 🙂
Great tip Chandoo! I use the formula to calculate years elapsed all the time. It can seriously help save a ton of time with calculations. Also, NETWORKDAYS is one that helps and can seriously impress a boss. Keep up the great work here!
No problem! I will definitely be directing people with tough Excel questions to your blog. Keep up the great posts!
Andy
MSFT Office Outreach Team
Hi,
always great posts and a good way to start my day
but regarding the elapsed time calculations: have you never noticed that there is a result difference between using =TODAY()-A1 and using =NETWORKDAYS(A1,TODAY())?
try it for A1= a Monday such as 21sep09 and "today" is e.g. a Thursday; you get 3 or 4 respectively as a result, depending on the formula used; this is because formula =networkdays() always includes both the startdate and the end date and not only the time between these 2.
This is easily corrected/compensated bij always adding a -1 to the =networkdays() formula because the majority of us will count startday as day 0 and then the result will be consistent across the different formulas.
However, you then get into trouble if you calculate the networkdays for a date further in the past and where either the start or end date falls in a weekend.
just thought to point this out as to me these formula's are not interchangeable just like that!
have a great day!
Paul
=DATEDIF([DOJ],TODAY(),"Y") & " Y, " & DATEDIF([DOJ],TODAY(),"YM") & " M, " & DATEDIF([DOJ],TODAY(),"MD") & " D"
This will fix your 30 Days problem
I calculated the time diff between two date+ times by subtracting 2 cells & custom formatted it to "d hh:mm" format.
E.g.
Cell A1 04-Jan-12 6:00 PM
Cell A2 05-Jan-12 4:45 PM
Cell A3 0 22:45 (formula: =A1-A2)
Wat shud i do 2 not display the "zero" values i.e. no. of days in this case is zero hence the cell shud display " 22: 45" and not "0: 22: 45".
@Amol
Try the Custom Format code:
[
<1] hh:mm ; [>=1] d “d” hh:mmHi Chandoo,
If possible to compute the interval of time and date in one column.
In column C I would like to compute the total days and hours . What formula ? Please help
Example.
Column A Column B
2/13/12 3:30 AM 2/14/12 12:00 AM
In referenc to Elapsed time in months
To calculate the elapsed time in months, we can use the formula =(NOW()-A1)/30. This returns the value in 30 day months.
I use to apply formula =ROUND((TODAY()-A1)/30,0). Today, I faced a peculiar situation, A1 has date 01-Mar-2009, and today being 01-Mar-2012, it should be 36 months, but it is showing 37 months!!
Any suggestions to avoid such errors?
Regards,
Prasad DN
All I want to do is add up a series of times and receive a reply that gives me a total. What I used to do was subtrace the end time from the start time and format the result as [hh]:mm but this doesn't seem to work anymore. How has Bill Gates confounded me?
@Pete
I use Excel 2010 and it still works
The times must be entered as times in the format hh:mm:ss or hh:mm without seconds
Adding up times is as simple as =Sum(Range) or =Sum(A2:A10)
then using a Custom Number format as you have mentioned [h]:mm
If this isn't working, 2 ideas
1. Check your times are times and not text
2. Can you share your data or file with us?
My hospital tracks times from patient arrival to various procedures or treatments. When those times cross over midnight, the regular formulas (2nd time minus first time) don’t work because the result is negative and Excel (2007) won’t show a negative number in time format.
I couldn’t find a solution here (chandoo.org) but found one elsewhere that worked and it’s very simple. I would like to share it.
Assuming 1st time in A1 (column for patient arrival time) (11:00 PM), and 2nd time in B1 (column for x-ray given) (12:30 AM)). Should be 1:30 elapsed time.
=B1-A1+(B1<A1) [This comparison is the key to the solution.]
=12:30 AM – 11:00 PM + (12:30 AM < 11:00 PM)
=0.0208 – 0.9583 + (True)
=-0.9375 + (1) [This is the key! If it is false, Excel adds 0. If it’s true, Excel adds 1 and that is what corrects the negative number. Now Excel can interpret the number as a time.]
=0.0625
Converted to hh:mm = 1:30
I wrapped this formula inside an IFERROR one to alert my data entry person if she messed up and applied it to lots of different columns and it has worked wonderfully. No more complaints from the data entry person who just plugs in times from medical charts.
Very interesting solution. Thank you so much for sharing it with all of us.
HI,
I am working on a Xl application..
I want to capture time between two clicks.
Ex, in my application during run somewhere I press OK button and then I click Cancel.. I want to measure time between these two clicks... Is it possible??
Pls help on this...
@shashidhar
The answer is Yes
You will have to add an appropriate VBA event to start and stop a timer.
There are techniques which can time to the millisecond so maybe look those up on the net
WOW!!!!!! I truly love your excel time format program! WHOOOO! I am very interested in how the time formats "update" (manually on a physical keyboard) that "updates" the time into its respective decimal time formats, such as:
YYYY.yyyy, HH.hhh, etc...
How do those formulas or equations work if not in Excel mode? Example: TI calculators, Word, or any other computer language programming? Just wanted to see how it works. E-mail me at Ultra64848689Ti@gmail.com.
Thanks again for an EXCELLENT Excel program into decimal time formats!
Here's an idea: how about creating an APP for iOS and Android? Just wanted to point that out. =-D
Regarding the elapsed time in months:
I made this function to determine the time elapsed since a date using the number of days in each respective month. It's a simple subtraction and I think it works very well:((Year Today-Year A1)*12++(Month Today - Month A1)+(Day Today/Days in Month Today)-Days A1/Days in month A1)
Here's the function:
=((YEAR(TODAY())-YEAR(A1))*12)+(MONTH(TODAY())-MONTH(A1))+(DAY(TODAY())/DAY(DATE(YEAR(TODAY()),MONTH(TODAY())+1,0))-DAY(A1)/DAY(DATE(YEAR(A1),MONTH(A1)+1,0)))
Have a Merry Christmas everyone!!
I need the ability to calculate how much progress we have made between two dates and I want to represent that as a percentage.
I am thinking this would be a combination of today, networkdays & dividing the days elapsed vs the total days. Then it should be as easy as formatting my cell. Any help would be greatly appreciated.
@Christian
Your correct
dates are just numbers and so you can use simple math to derive the percentage
=(Date Now-Start Date)/(End date-Start date)
that will give you a number between 0 and 1
which you can format as a %'age
is there a way out to calculate the productivity for an employee
The day start is at 08:00 and day end is 20:00
The start date / time is recorded and end date / time is recorded
I want to calculate the timelapse taking into consideration the day begin and dayend time.
If the work begins and ends the same day, a simple formula b1-a1 would compute the productivity.
But if the process remains incomplete and is carried over to the next day, then timelines to be computed accordingly
to clarify,
if start time of an activity is 03/15/2015 18:00 hrs and end time is 03/16/2015 11:00 hrs, then the resultant formula should be 5 hrs (ie 18:00 to 20:00 hrs on day1 + 08:00 to 11:00 hrs on day2) ie 2+3
please guide.
Venkatesh, try (b1-a1)-0.5
This will subtract the fixed amount of time between shifts, 12 hours. If the time between shifts varies, then you could reference other cells that contain the variables.
Please help. when I use the networking days formula I get a date (2-may-00) I want actual number of days. I managing projects and I need to know how many days have passed since we received a project to the current date. Please help Thanks
@Aria: Just format the cell as general or number. that will fix the problem.
You rock! I looked at 17 other sites and they all did not work. Yours did. Thanks!
Hi folks ...
calculating age in years , months and days
=text(now()-a1,"yy")&" y " &text(now()-a1,"mm")-1 &" m "&text(now()-a1,"dd") & " d"
Hi, the Elapsed time in days [ =TODAY()-A1 ] works great however, if I do not have a date in A1, it shows 42157. Anyway to get it to display 0 or a Null value?
@Dan
=If(A1="",0,TODAY()-A1)
I get #NAME? and the formula does not work.
Hi Chandoo,
This might be a challenge - I am looking to calculate elapsed time between two columns
Start date Complete date
9/9/2015 7:21 10/2/2015 11:01
I need to take into account the following:
1) The employee works 7:00-3:15 pm each day
2) Std Work hours are 7hrs 45 min each day
3) Need to take into account all holidays in between start and end date
4) Work week is Mon through Friday.
Can you help?
Thanks!
Hi, i have a certain name (wilium) in column A and against this name i have 2 option, 1 Done and 2 Inprogress. i want that i count done again wilium and count inprogress against wilium separately. which formula will work for it??
Hi, i have a certain name (wilium) in column A and against this name i have 2 option, 1 Done and 2 Inprogress in column C. i want that i count done again wilium and count inprogress against wilium separately. which formula will work for it??
Year, month, day results for DoB.
The formulas I have found on the net and the datedif function do not work. This is what I came up with using a Microsoft support paper dated April 1997 with some modifications:
IF(OR(A2>$A$1,ISBLANK(A2)),"",IF(YEAR($A$1)=YEAR(A2),0,IF(MONTH($A$1)>=MONTH(A2),YEAR($A$1)-YEAR(A2),YEAR($A$1)-YEAR(A2)-1))&" years "&MONTH($A$1)-MONTH(A2)+IF(AND(MONTH($A$1)<=MONTH(A2),DAY($A$1)<DAY(A2)),11,IF(AND(MONTH($A$1)=DAY(A2)),12,IF(AND(MONTH($A$1)>MONTH(A2),DAY($A$1)=DAY(A2),ABS(DAY($A$1)-DAY(A2)),DAY(EOMONTH(A2,0))-DAY(A2)+DAY($A$1))&" days")
Check it out...
Hi, Augustin
what about :
calculating age in years , months and days
=YEAR(NOW()-DoB)-1900 & " y " & MONTH(NOW()-DoB)-1 & " m " & DAY(NOW()-DoB) & " d"
Hi Chandoo,
I am looking for help with the elapse time formula. I have a recruitment tracking sheet where we track the number of days the positions are opened, and when they are finally closed.
The opened positions will have a running turnaround time (TAT) formula and I am using this formula:
=NETWORKDAYS (start_date, TODAY (), Holidays2018)
Now, without disrupting the running TAT formula, how do I then get the TAT to stop when we have a final end date? All the information below is row:
- start_date --> Cell A
- TODAY () --> cell B
- end_date --> Cell C
Hope you are able to help. Thanks!
Interesting question. Try this:
Thank you for this helpful article. I was trying for days now to figure it out. Now the only issue I have is that if I do not have a value inputed for =TODAY()-[@[Date Precured]] Date Precured then it shows 44055. How can I get it to leave it blank if there is no data? Thanks again!!!