this post was submitted on 22 Mar 2024
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I'm a beginner to Powershell and CLI in general, but this task does not need to use either so I'm open to using other tools.

I'm trying to do the following:

  1. Create multiple files from a Word template.
  2. Rename each file based on a list of names found in an Excel/CSV sheet.

Thanks in advance!

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[–] [email protected] 4 points 7 months ago (1 children)

You should be able to use COM interoperability , specifically the OpenAsDocument() and Save() methods. You can also use COM interoperability to read from Excel, but using ImprtFrom-CSV would be much easier. Then you just iterate over the file names, and for each one open the template as a document, then save it as the filename.

[–] [email protected] 1 points 7 months ago (1 children)

Sorry I'm new to this. What exactly do I enter into Powershell for each step?

[–] [email protected] 2 points 7 months ago

Nevermind I got it!

[–] [email protected] 2 points 7 months ago (1 children)

Does it have to be a Word template? If you can get that into a plain text format this will be much easier. There may be a module that you can download online otherwise you are probably going to have to do some painful parsing after you import the file using "Get-Content".

Do you have any code written? This sounds like something that ChatGPT could probably handle pretty well.

[–] [email protected] 2 points 7 months ago (1 children)

It does have to be a Word template. It has a bar graph and various texts.

[–] [email protected] 2 points 7 months ago

Yeah, I looked at the plain text of a .dotx file. That's unparsable. The other poster probably has the right idea on how to get information out of the file.

[–] [email protected] 2 points 7 months ago* (last edited 7 months ago)

Sounds like you're just copying a template to new files based on a csv? You don't have to edit anything inside the word files at all?

If that's the case, just load the csv file, I think the command is Read-Content, loop through each line, split by ',' parse whatever name data you need and copy your template.docx to your new file.docx

[–] [email protected] 2 points 7 months ago (2 children)

For csv import, use import-csv and loop on the results:

Import-csv myfile.csv | foreach-object {

Templates should be easy, just copy the template to a new file with the docx extension. Use one of the columns (in this case "name" as the column header,) from the csv for the name:

    $newname = $_.name + '.docx'
    Copy-item 'template.dotx' $newname
}
[–] [email protected] 1 points 7 months ago (1 children)

Hey this worked for me yesterday but now I'm having trouble getting it to work again. It just outputs a Word doc titled '.docx' now.

[–] [email protected] 2 points 7 months ago (2 children)

Make sure the columns in your csv are named properly, my code assumes it's named just "name"

[–] [email protected] 1 points 7 months ago

Ah, I think that was it. Forgot about the column heading. Thanks for your help!

[–] [email protected] 1 points 7 months ago

By the way, what would be the equivalent code when using a text file for the list of names rather than a csv file?

[–] [email protected] 1 points 7 months ago (1 children)

So I'm new to all this. When I enter the first command with my csv file and doc file included, it just opens the word doc. Wasn't sure what I should do next.

[–] [email protected] 1 points 7 months ago (1 children)

Actually nevermind that question. Just realized the command was split.

I'm assuming I need to replace the name portion of the 2nd line. What do I input if the data is a list that starts in A1?

[–] [email protected] 1 points 7 months ago

I got it now!

[–] [email protected] 1 points 7 months ago* (last edited 7 months ago)

If the Excel/CSV sheet is actually a CSV file, Import-Csv in powershell will return the content as an array of objects, where each row is one element in the array.

[–] [email protected] 1 points 7 months ago* (last edited 7 months ago)

A good / better option for this is AutoIt. It can interact directly with MS Office via internal APIs and it also has a function to read CSVs.