+ Reply to Thread
Results 1 to 9 of 9

Merge excel list into Word Receipt

  1. #1
    Registered User
    Join Date
    02-21-2019
    Location
    Philadelphia
    MS-Off Ver
    Office 2016
    Posts
    48

    Merge excel list into Word Receipt

    I have an excel spreadsheet that I use for our annual charity auction. The excel spreadsheet has two sheets. One sheet for the guests with the their corresponding paddle numbers. The second sheet is the list of items for sale. I manually enter the paddle number, guest name, and final price next to the item for whoever wins it.

    Is there a way to create a Word document template receipt and have a way to merge this second list into the the document? This would create a receipt for each customer that lists each of the winning item, as one guest could buy multiple items.

    I appreciate a help that can be given. I attached a sample excel database (with the completed winning bids and corresponding winning guest) and a sample Word receipt template for anyone who is interested in assisting.
    Attached Files Attached Files

  2. #2
    Registered User
    Join Date
    04-14-2019
    Location
    Donnybrook, Australia
    MS-Off Ver
    16
    Posts
    9

    Re: Merge excel list into Word Receipt

    Hi

    I don't know much about importing into Word,but you can generate a receipt directly in Excel.

    I have added a sheet to your spreadsheet showing a receipt. You select the buyer paddle from a dropdown box, and the form auto fills with the information from the first two sheets.

    No doubt there are other ways of accomplishing this, but this gives you something to think about and use if you wish.

  3. #3
    Registered User
    Join Date
    04-14-2019
    Location
    Donnybrook, Australia
    MS-Off Ver
    16
    Posts
    9

    Re: Merge excel list into Word Receipt

    One other thing - you can hide the N/A# by colouring errors white (under conditional formatting) so they can't be seen and won't print. I just left them visible so you can see what is going on.

  4. #4
    Registered User
    Join Date
    02-21-2019
    Location
    Philadelphia
    MS-Off Ver
    Office 2016
    Posts
    48

    Re: Merge excel list into Word Receipt

    I actually really like that, but my only issue is ease of printing. Basically these receipts need to be drawn up and printed within like 30 minutes for the auction taking place.

    It would be time consuming to dropdown, pick the number, and print every receipt. That's why a mail merge with Word is nice, cause you run the merge and get all the receipts in one document. Print and all good. The issue with that is that it doesn't group purchases onto one receipt. So if someone buys 4 things, they have four receipts.

    Any ideas?

  5. #5
    Registered User
    Join Date
    04-14-2019
    Location
    Donnybrook, Australia
    MS-Off Ver
    16
    Posts
    9

    Re: Merge excel list into Word Receipt

    I think this would be easy to automate using VBA, but this is outside my ability. Maybe someone else can write a quick macro that would cycle through each paddle number and print it out for you.

  6. #6
    Registered User
    Join Date
    02-21-2019
    Location
    Philadelphia
    MS-Off Ver
    Office 2016
    Posts
    48

    Re: Merge excel list into Word Receipt

    Completely understand. Big help though. Thank you

  7. #7
    Forum Moderator alansidman's Avatar
    Join Date
    02-02-2010
    Location
    Steamboat Springs, CO
    MS-Off Ver
    MS Office 365 Version 2405 Win 11 Home 64 Bit
    Posts
    23,882

    Re: Merge excel list into Word Receipt

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED. Thanks.
    Alan עַם יִשְׂרָאֵל חַי


    Change an Ugly Report with Power Query
    Database Normalization
    Complete Guide to Power Query
    Man's Mind Stretched to New Dimensions Never Returns to Its Original Form

  8. #8
    Forum Guru
    Join Date
    03-02-2006
    Location
    Los Angeles, Ca
    MS-Off Ver
    WinXP/MSO2007;Win10/MSO2016
    Posts
    12,610

    Re: Merge excel list into Word Receipt

    Named ranges:
    Auction_Data ='Silent Auction'!$A$2:INDEX('Silent Auction'!$H:$H,COUNTA('Silent Auction'!$H:$H))
    Unique_Winner_List ='Silent Auction'!$K$3:$K$226
    Winner_Count ='Silent Auction'!$M$3
    Winning_Paddle ='Silent Auction'!$F$2:$F$121
    Winning_Paddles ='Silent Auction'!$K$2


    sheet("silent auction")
    *extract unique winner paddles to column K with:
    Please Login or Register  to view this content.
    *total winners (M3)


    sheet("receipt proforma")
    *Data Val (L1):
    Please Login or Register  to view this content.
    *print option via radio buttons (G1):
    *extract appropriate record field (A7:G15):
    Please Login or Register  to view this content.


    printer:
    Please Login or Register  to view this content.
    Ben Van Johnson

  9. #9
    Forum Expert macropod's Avatar
    Join Date
    12-22-2011
    Location
    Canberra, Australia
    MS-Off Ver
    Word, Excel & Powerpoint 2003 & 2010
    Posts
    3,726

    Re: Merge excel list into Word Receipt

    Try the attached. You'll note that I've:
    • Added a 'Total Bid' column to your Guests worksheet, using a simple SUMIF formula;
    • employed a DATABASE field in the Word document to build the table; and
    • inserted a 'Total_Bid' mergefield into the text of the Word document - because the DATABASE field doesn't calculate totals.
    To use the document for a mailmerge, it needs to be saved in the same folder as the workbook and connected to that workbook as the data source (via Mailings|Select Recipients), referencing the Guests worksheet. You then need to go to Mailings|Edit Recipient List>Filter and apply the filter -
    Field:Total Bid, Comparison:Not equal to, Compare to: 0
    Once you've done that, the mailmerge will be ready to run.
    Attached Files Attached Files
    Cheers,
    Paul Edstein
    [Fmr MS MVP - Word]

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Email merge from excel merge file using pre-saved word template
    By d_max_c in forum Excel Programming / VBA / Macros
    Replies: 0
    Last Post: 07-17-2014, 12:33 PM
  2. Replies: 2
    Last Post: 01-22-2013, 11:37 AM
  3. [SOLVED] Word's Mail Merge of an Excel List
    By Jack Gillis in forum Excel General
    Replies: 6
    Last Post: 06-11-2006, 02:50 PM
  4. In XP how do I merge Word doc with Excel list and email?
    By macinga in forum Excel - New Users/Basics
    Replies: 1
    Last Post: 01-12-2006, 11:45 AM
  5. Replies: 1
    Last Post: 11-29-2005, 05:30 PM
  6. [SOLVED] How can I merge a WORD list into broken down colummbs on excel
    By Chris California in forum Excel General
    Replies: 1
    Last Post: 07-12-2005, 04:05 PM
  7. [SOLVED] merge with Word How can I get excel to mail merge zip codes plus 4 correctly?
    By Kathy at Sauder Feeds in forum Excel Formulas & Functions
    Replies: 1
    Last Post: 06-30-2005, 07:05 AM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1