Mail Merge in Excel?

[JavaTurkey]

I have a Word Mail Merge setup that pulls data from a local comma delimited text file and sticks it in certain places within the document. Now, I need to do the same basic idea with Excel, but there's no mail merge! Any ideas?

 

[dawnd3]

You can open the comma delimited file right in excel. Are you looking just to create a table with the data in the .csv file?

Dawn

http://www.calliopeconsulting.net

 

[JavaTurkey]

Yeah, the thing is this is for a purchase order - so i need certain fields to go certain places in the document (such as [name] in F13 for example). XL just sticks them in rows which won't work in this case...

 

[dawnd3]

My suggestion is to create the purchase order in Access and import the data there, or create it in word and mail merge in data. I am sure there is some VBA magic than can be done to get Excel to populate the purchase order with a specific record in a table (imported from your text file) but Access or Word might be easier. Just my opinion. I am interested in what other ideas people might have.

Take Care,

Dawn

http://www.calliopeconsulting.net

 

[tgalownia]

Actually I would create the Invoice in MS Word. Mail Merge in Word will allow an Excel spreadsheet to be the Data Source. You will be able to put fields in the Word Invoice and the fields can even be set up to do minor calculations. The process is really the same as a regualar mail merge.

 

[JavaTurkey]

Yeah, what stinks is it HAS to be in Excel. I had the same thing setup in Word, but now they want it in Excel... you would think a mail merge would be easy in Excel too, but I can't even find the feature

 

[tgalownia]

You need to let them know Excel wasn't made for that. Word was. Excel is a spreadsheet application. To hold and Calculate data. Word is the tool (regardless if they like it or not) that they need for the merge. Excel doesn't have a Merge feature. . . however it can Hold information AS A DATA SOURCE. It will not a word processor. It will not be the Merge Document for the the data to be retrieved into. I have yet to see that and I have used office for years. . . Is there a way? probably so but I believe it would take TON O VBA coding and linking of worksheets.

Word would be their better choice. Excel is not made to be a document merged into. It is made to hold and calculate the data.

Who is it saying it HAS to be in Excel???

 

[JavaTurkey]

Well, got it finally with some help in the Access Forum. I had to take a different approach using VBA code, and 'pushing' the data from access into specific fields in the XL file. Works sweet though...check it out --> Thread703-443472...

oh, and I completely agree with the whole Word idea...this would have been done days ago had i been able to convince them of it....

 

[tgalownia]

Good for you, Congrats Glad it worked. I knew Access could do it and Word could do it with more ease. I am all for the "simpler the better" approach if it work.

 

[pogoman]

Hi, How do I do a mail merge using Excel as my data file?

 

[Dreamboat]

Hi, pogoman. You should create a new question next time.

http://www.theofficeexperts.com/word.htm#MailMerge

Anne Troy

http://www.TheOfficeExperts.com

Word and Excel Macros
Coming soon: wX

 

[pat731]

Actually I am use excel to do mail merges. Open Microsoft word and select NEW
letters and faxes-
mailing label wizard OK
CREATE MAILING list
Get data....open data source
type of file MS EXCEL WORKSHEETS OK
AND THEN GO from there...Any questions email me