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Mail Merge with Excel links as fields

  1. #1
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    Mail Merge with Excel links as fields

    Using Word/Excel 2007

    Hello,


    I have to set up approx 100 documents based on a template which will have linked data to unique cells within a worksheet. In my original template (1 doc) this was done by going into the spreadsheet copying and pasting Link and Merge Formatting. Each document will have approx 20 links to excel. Instead of manually linking 2,000 fields to cells in 100 different documents, I was going to try to use Mail Merge and have the LINK address as the merge field. (eg. so for product A, lets say I past a link to the price from an excel doc into word. If I toggle the paste link code I get {LINK Excel.Sheet.12 "C:\\Users\\XXXX\\Desktop\\Price.xlsx" "Sheet1!R1C1" \a \f 5 \h \* MERGEFORMAT }, then using formulas I woud right out the code for product B in excel {LINK Excel.Sheet.12 "C:\\Users\\XXXX\\Desktop\\Price.xlsx" "Sheet1!R2C1" \a \f 5 \h \* MERGEFORMAT } and so on...). When I try to do the mail merge I get the {MERGEFIELD "Price"} it will show the address correctly as {LINK Excel.Sheet.12 "C:\\Users\\XXXX\\Desktop\\Price.xlsx" "Sheet1!R1C1" \a \f 5 \h \* MERGEFORMAT} but only as text, and will not show the result of the link as it did when I did the paste link manually. Does any one know how to update the field so the field will show the result of the link?

    I tried {LINK {MERGEFIELD "Price"}} and {LINK "{MERGEFIELD "Price"}"} with no luck.

    Thanks!

  2. #2
    Forum Expert macropod's Avatar
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    Re: Mail Merge with Excel links as fields

    Unfortunately, it is not possible to embed a MERGEFIELD field in a LINK field. As you have found, immediately you update the LINK field, whatever other fields it contains get converted to their display text. Accordingly, you'll need to consider either:
    • a Directory/Catalogue merge of the data, rather than of Excel objects;
    • the use of INCLUDTEXT fields that reference external documents with bookmarks containing the linked workbooks; or
    • an entirely macro solution.

    To see whether you can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version), check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial at:
    http://windowssecrets.com/forums/sho...merge-Tutorial
    or
    http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip
    The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it. As your post seems to imply that different workbooks serve as the data source, I suspect that's not going to work. Nevertheless, for some worked examples, see the attachments to the posts at:
    http://www.msofficeforums.com/mail-m...html#post23345
    http://www.msofficeforums.com/mail-m...html#post30327

    For a macro-based solution, you may want to try the Many-to-One Mail Merge add-in from Doug Robbins at:
    https://skydrive.live.com/?cid=5aedc...615E886B%21566
    In addition to a 'Many to One' merge, the addin handles:
    • Merge with Charts
    • Duplex Merge
    • Merge with FormFields
    • Merge with Attachments
    • Merge to Individual Documents
    • Merge, Print and Staple
    Cheers,
    Paul Edstein
    [Fmr MS MVP - Word]

  3. #3
    Forum Expert macropod's Avatar
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    Re: Mail Merge with Excel links as fields

    Here's another workaround:
    • use a series of IF test to conditionally insert an entire LINK field, thus -
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