Mail merge within Excel...not with Word

This is probably very simple and basic but, I want to do a mail merge within Excel and not use Word. I have a table of information...each row is a client....and I want to create a letter per row (or client) using the data in Excel. I did it last year but don't remember how.

I used the Name manager in Excel and named all of the columns. I then used those names in my letter but I don't know how to make it create all of the letters.

I tried to use Word out of desperation but it won't format my numbers the same as I have them in Excel.

Also, is there a way to mark this as urgent? Is there any chat rooms or instant chat helps?

Brief answer: if it were me, I'd set up a worksheet as a template for the letter with all the standard text. I'd then use VBA to loop through the raw data records dropping the data from each of the records into the template and printing it ... or saving it as an individual worksheet or .pdf file. It just depends on what you want/need to do with the letters ... hard copy out in the mail, Excel file by email, .pdf file by email, whatever.


Regards, TMS

As far as I know, you either use Word or you use VBA. With the Word option, the data can be in a Word table or an Excel worksheet.

Have a look at the following link for an example using VBA:

http://spreadsheetpage.com/index.php..._without_word/



Regards, TMS

I tried to use Word out of desperation but it won't format my numbers the same as I have them in Excel.

Sure it will; you put the format in the field code.

See, for example, http://www.gmayor.com/formatting_word_fields.htm and http://www.techsupportalert.com/pdf/e1182.pdf

Hypnosis maybe?

Forms and no code pretty much don't do anything. Without code, they wouldn't even get loaded.


Regards, TMS

You can use formulas ....

="Now is the time for all good " & A1 & " to come to the " & A2 & " of their country."

But mail merge in word is much more powerful, and not that difficult to use.

My "Auto sheet" is pulling data from the data sheet. I used the Name Manager for each column in the data sheet and the "auto sheet" (or report) is pulling the data from the data sheet....however, the data displayed on the auto sheet is based on the equivalent row on the auto sheet....for example:

datasheet
Agent# Premium Bonus | autosheet
row 1....... 1 10000 1000 | Agent: =Agent#..shows "1"from row 1 of data
row 2....... 2 20000 2000 | Premium: =Premium..shows 20000 from row 2
row 3....... 3 30000 3000 | Bonus: =Bonus..shows 3000 from row 3 of data sheet

So it is showing the data from the data sheet, just not specific row at a time....
Also, on the Word solution, the formating would work for one report, and then not work on the next, and may work for a few pages and then not....it was very erratic and frustrating. I will work on using the coding you sent me.....thank you.