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similar to Mail Merge

  1. #1
    Forum Contributor vandanavai's Avatar
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    similar to Mail Merge

    Hello,

    I am finding it difficult to explain. What I am looking for is explained below.

    1. I have excel file for each of my client which contains its data. Data is of two type. one is permanet data like Name, Address etc. and other data changes for each year.
    2. I already have files for year 2007.
    3. Now I want to create files for 2008.
    4. In file for 2008 permanenbt data will remain same. But other data will change.
    5. I can not sav file for 2007 by way of 'Save as' . due to change in data structure.
    6. I have already created 'Template file for new data structure' for 2008.
    7. now I want to pull permanent data in files for 2007 to files for 2008.

    Can anybody guide with thow to proceed? I mean how we use 'Mail Merge' in Word.

  2. #2
    Forum Expert
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    2010 @ work & 2007 @ home
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    hi,

    Changing file/data structures is always a challenge - depending on the extent of the change to the data between the 2 yrs will impact on what is the best approach...
    It may be that copy & paste (which can be automated by a macro) will be easiest or it may be that the use of a vlookup (or Index & Match combination) will do the job.


    To make it easier for someone to help you, can you please let us know:
    *How many clients (files) do you have to repeat the process for?
    *Are all 2007 files of the same structure?
    *& attach a sample file of each year?


    Rob
    Rob Brockett
    Kiwi in the UK
    Always learning & the best way to learn is to experience...

  3. #3
    Forum Contributor corinereyes's Avatar
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    Hi vandanavai,

    Excel to Word using MS Word Mail Merge:‎

    ‎1.‎ Set the structure of your data in ms excel like defining the column heading ‎such as Name, Address and so on… as your database fields (later this will be ‎used for making the mail merge in ms word)‎

    ‎2.‎ Open a new word document or used your own ms word template to extract the ‎data from ms excel. ‎

    ‎3.‎ In your word template or new document, go to Tools-> Letters and Mailings -‎‎>Mail Merge.‎

    ‎4.‎ In the Mail Merge dialogue, select the type of document you are working on ‎then click Next, then click Select Recipients, then click Browse, in the select ‎data source dialogue, browse for the source data (excel file). Select the file and ‎click Open then click Ok until you exit the source data dialogue.‎

    ‎5.‎ Use the Mail Merge toolbar (for me this is easier to use than the mail merge ‎dialogue). Go to View->Toolbar->Mail Merge.‎

    ‎6.‎ Put the cursor on the document you want to insert data from the excel file and ‎from the mail merge toolbar click Insert Merge Fields, from then you can see ‎all the available database fields (column heading) you've created in excel.‎

    ‎7.‎ To view merge data, from the Mail Merge toolbar, click View Merge Data. ‎From the toolbar click Next record or First record to navigate through the data.‎
    If you want to print the entire document with the merge data, you can do so by ‎clicking the Merge to Printer button from the Mail Merge Toolbar.‎

    I have attached a sample for your reference. Source data (xl file) & target (word document)

    the above are my own opinion of ‎using mail merge, apologies for any incorrect information)
    Hope this helps you get started.
    Attached Files Attached Files
    Corine

  4. #4
    Forum Contributor vandanavai's Avatar
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    Thanks for both replies.

    I will try macro to copy and paste data.

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