I have 65 reports on individual persons. I need to update each of them from an Excel file. How can I use merge do that without having to bring up each individual file?
Thanks.
I have 65 reports on individual persons. I need to update each of them from an Excel file. How can I use merge do that without having to bring up each individual file?
Thanks.
Last edited by Wskip49; 12-27-2013 at 01:21 PM. Reason: not solved
You can't. Indeed, it would probably be a waste of time trying to use mailmerge that way. I'd suggest using an Excel macro to automate the opening & updating of these files, provided you can programmatically identify where & how each file is to be updated.
Cheers,
Paul Edstein
[Fmr MS MVP - Word]
Thank you so much. I have no idea how to even start a macro to do this project.
Without know a whole lot more about your Excel workbook and the documents to be modified, the following skeleton Excel macro is the most I can provide:
The macro includes its own folder browser, so all you need do is to point it to the folder containing the Word documents, all of which will then be processed. Of course, there's no "processing" code yet...Please Login or Register to view this content.
Here is an example of the file.
Last edited by Wskip49; 12-23-2013 at 09:10 PM.
Although you've provided a sample data file, I have no idea where any of those data should go in your existing 60+ report documents or how one might programmatically identify which document goes with which record or how to identify the update locations in those documents. Both are essential to making this work.
Thank you so much for looking at it. I really have no idea how to help you help me. I'm so sorry.
Can you attach a couple of sample Word documents to a post with some representative content (delete anything sensitive), highlighting which elements need to be updated, with a comment as to which column from the Excel workbook the data should be sourced?
Here are the two sample files.
OK, your attached document is a standard 'letter' mailmerge main document. If you were to 'Finish' the merge using that, you would end up with 60+ reports in a single output document. I can't see that you're actually 'adding' anything to what's already there, though. If all of your documents are like that, the implication is that someone has done a mailmerge setup and then, instead of finishing the mailmerge, has simply saved the 60+ report previews - all as 'letter' mailmerge main documents in their own right. That's really not how a mailmerge is supposed to be done.
Your main options are:
1. 'Finish' the merge using any one of the mailmerge main documents, so as to generate the 60+ updated reports in a single output document and -
(a) keep them that way; or
(b) use a macro to split the updated output document into separate files; or
2. Use the Many-to-One Mail Merge add-in from Doug Robbins at https://skydrive.live.com/?cid=5aedc...615E886B%21566 to directly generate the 60+ updated reports as separate files.
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