+ Reply to Thread
Results 1 to 2 of 2

Tricky Excel mailout problem...

  1. #1
    Registered User
    Join Date
    04-07-2009
    Location
    Devon
    MS-Off Ver
    Excel 2003
    Posts
    9

    Tricky Excel mailout problem...

    Hi folks;
    Hey wow, first post! Probably the first of many judging by all the new challenges that keep cropping up in this project I'm working on... A huge dump of data came from the mainframe a few weeks ago, and my task is to root out all the data (mostly financial and there's a LOT) that doesn't add up and co-ordinate the account managers to sort out the holes. The mainframe dump was put into Access and mashed around until it made sense. I've now managed to boil the data that needs amending into a dozen or so fields with the discrepancies highlighted. These 10,000 records have been sorted back into the 100 or so account managers who were originally responsible for the accounts and placed in an Excel spreadsheet.

    Now, here's my problem. I need to send each of these 100 account managers 1000 or so records to look into, amend, and report back on, and the whole thing needs to be done electronically. These are the methods I've considered, and I'd love it if some of you Excel pros could advise me on the most painless way:

    1. Place the data into Word documents using mail merge fields. Email the Word docs out to the account managers (is there a way of saving each page under a unique filename?) and somehow extract the fields back into Excel when they're returned?

    2. Use Excel itself as both mail merge client and data source, maybe using the built-in functions of Excel or Access to smooth the way when the data comes back.

    What do we think? Anyone have any experience of this?

    Thanks!

  2. #2
    Registered User
    Join Date
    04-07-2009
    Location
    Devon
    MS-Off Ver
    Excel 2003
    Posts
    9

    Re: Tricky Excel mailout problem...

    Righto, this is how I've decided to try and do it. Do let me know if it's possible!

    The mass of source data will be filtered by account manager, and the raw data for each AM will be put in a worksheet. A second worksheet in the same workbook will contain a form with fields displaying the data taken from the first worksheet, scrollable record by record using command buttons.

    Is this possible, and if so which would be my best resource to find out how to do this? I'm familiar with Access VBA but by no means an expert!

    Cheers;

    Hen

+ Reply to Thread

Thread Information

Users Browsing this Thread

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

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