Saving Word Form Data for Use in Excel

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 A Word form field contains fill-in blanks. It is distributed to gather data from the recipients, and then the recipients return the form with their information filled in. This may be all you need, but if you decide at some point to transfer the data you collect to a spreadsheet, Microsoft doesn’t make it easy for you to do.

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How to Export Word Form Data to a Spreadsheet

While the software should give you the option of saving the form data as an Excel spreadsheet, it makes users go through a few extra steps to transfer the data. 

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Use Options to Select Comma-Delimited Format

  1. With the form document open, select the File tab on the ribbon and click Options. You are going to save the data as a comma-delimited file that separates each record with commas, which is compatible with Excel. 
  2. Select Advanced in the panel to the left of the dialog box.
  3. In the Preserve fidelity when sharing this document section, place a checkmark in the box next to Save form data as a delimited text file.
  4. Click OK to close the Word Options dialog box.
  5. From the File menu, select Save As. The Save As dialog box opens with the TXT file format already selected.
  6. Name the file and click OK.
  7. Word extracts the form data that was typed into the data form and saves the data as a .csv file, which can easily be opened with Excel. Word inserts commas between the fields, and Excel uses the commas to separate the data into cells.

Note: These instructions apply to Word 2010 and  Word 2013. In Word 2007, click the Office button and then select Word Options before proceeding with the rest of the steps listed above.