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Macros (fix) with criteria input from user then output with mail merge

  1. #1
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    Macros (fix) with criteria input from user then output with mail merge

    Hello all,

    I need your ever patient and talented guidance please. I have a set of data that I need to move to a seperate spreadsheets based on the word "Due" in the 'N, 'O', 'P' columns
    Each column moving to its specific spreadsheet. From this I need to set criteria based on the birthmonth of who to send letter out too.

    I have attached my spreadsheet and word doc that I need your assistance with.
    On the excel:
    1) I broke my the macro. I changed the criteria and added three individual filter tests. none of them seem to work, or bring over what I am asking them to do. So frustrated and such a beginner with macros. Please be patient with me :-)

    2) Is it possible to build the Macro based on an inputed value from the user? For example, lets say there are too many people with Cervical 'Due' exams, can we add another criteria of lets say their birthmonth. User would press the filter data and get prompted for a birth month, then the rows specific to those who are due would get moved over to a seperate sheet.

    3) I need to create mail merge letters from the filtered sheets. Can you create a macro to make a mail merge? I need to build these files as templates, as long as the excel and word document are in the same file location. This should work, no?

    I appreciate any of your guidance through this, I am just transferred to a Mac and I am a beginner with Macros. So two strikes for sure
    Cheers,
    N
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  2. #2
    Forum Expert macropod's Avatar
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    Re: Macros (fix) with criteria input from user then output with mail merge

    I'm not sure why you think a macro is needed - a mailmerge can do all the testing of the 'Screening List' sheet, including the month comparisons, without the need for the data to be transferred to the other sheets. Furthermore, I can't see any good reason for having separate day month year columns for the birthdate, and the age should be calculated via a formula, not hard-coded.
    Cheers,
    Paul Edstein
    [Fmr MS MVP - Word]

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    Re: Macros (fix) with criteria input from user then output with mail merge

    In essence this will be a template for other users. There will be data replacing the screening list- I need to make it simple simon for the users.
    Sure i get the calculated age, however I was just putting in data to see if it would transfer.

    I would love to hear more suggestions, help!

    Thanks,
    N

  4. #4
    Forum Expert macropod's Avatar
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    Re: Macros (fix) with criteria input from user then output with mail merge

    Well, if you want to make it simple, let the mailmerge do the work.

    See attached demo. All the user needs to do is to open the mailmerge document, click Finish & Merge> Edit Individual documents.
    Attached Files Attached Files
    Last edited by macropod; 09-23-2012 at 11:45 PM.

  5. #5
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    Re: Macros (fix) with criteria input from user then output with mail merge

    Interesting Paul, I never even knew mail merge could do that. I will play with it.

    Thanks
    N

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