Word2000 Mail merge from selected sheet in Excel workbook 
Author Message
 Word2000 Mail merge from selected sheet in Excel workbook

1) Is there a way to set up a mail merge from a selected sheet in an Excel
workbook to Word 2000?  When I try to open the data source, I only see the
headers in the very first worksheet.

2) How does one fill in only data for selected items (those that I have an
email address for)?  What I am trying to do is send parents their students'
grades, but I only have email address for some of them, so I want to fill in
the following fields only if I have an email address in the data source
worksheet.
Last    First    grade1    grade2    grade_avg    email

Thanks!!
--
Jeff Ciaccio
Dallas, GA
(H)770-443-8515
(W) 770-591-6819 x-274
http://www.*-*-*.com/



Thu, 14 Jul 2005 23:03:54 GMT  
 Word2000 Mail merge from selected sheet in Excel workbook
Hi JC,

Quote:
> 1) Is there a way to set up a mail merge from a selected sheet in an Excel
> workbook to Word 2000?  When I try to open the data source, I only see the
> headers in the very first worksheet.

Use an ODBC connection method.

- Activate the "Select method" checkbox in the Open Data Source dialog box
- Select ODBC in the list that follows
- click on options, activate "System tables" to add all the worksheets to the
list in the next dialog box.

Quote:
> 2) How does one fill in only data for selected items (those that I have an
> email address for)?  What I am trying to do is send parents their students'
> grades, but I only have email address for some of them, so I want to fill in
> the following fields only if I have an email address in the data source
> worksheet.
> Last    First    grade1    grade2    grade_avg    email


Do you mean, you only want to merge records if an email address is available?
Then go into "Query options" and set the field that holds the email address
information to "not blank".

Cindy Meister
INTER-Solutions, Switzerland
http://homepage.swissonline.ch/cindymeister
http://www.mvps.org/word
http://go.compuserve.com/MSOfficeForum

This reply is posted in the Newsgroup; please post any follow question or
reply in the newsgroup and not by e-mail :-)



Fri, 15 Jul 2005 03:41:57 GMT  
 Word2000 Mail merge from selected sheet in Excel workbook
Quote:
> Hi JC,

> > 1) Is there a way to set up a mail merge from a selected sheet in an
Excel
> > workbook to Word 2000?  When I try to open the data source, I only see
the
> > headers in the very first worksheet.

> Use an ODBC connection method.

> - Activate the "Select method" checkbox in the Open Data Source dialog box
> - Select ODBC in the list that follows
> - click on options, activate "System tables" to add all the worksheets to
the
> list in the next dialog box.

OK, I tried this, but only 1 of the worksheets showed up, but that wasn't
even the first one in the workbook.  I do have autofilters turned on.  Will
this make a difference?   I also got an error saying that it could not
reestablish a DDE connection???  I selected ODBC for .xls, so I don't know
why it would give me this msg.
Quote:

> > 2) How does one fill in only data for selected items (those that I have
an
> > email address for)?  What I am trying to do is send parents their
students'
> > grades, but I only have email address for some of them, so I want to
fill in
> > the following fields only if I have an email address in the data source
> > worksheet.
> > Last    First    grade1    grade2    grade_avg    email
> > Doe    John    90          100         95


Quote:

> Do you mean, you only want to merge records if an email address is
available?
> Then go into "Query options" and set the field that holds the email
address
> information to "not blank".

OK, if I understand this correctly, just setting one of the fields to "not
blank" will prevent all of the other fields for that record from being
imported??

One more question (a big one).  What I really want to do is to send this
data to parents automatically via email (rather than printing it).  That's
why I don't want to import those records that don't have an email address.

Quote:
> Cindy Meister
> INTER-Solutions, Switzerland
> http://homepage.swissonline.ch/cindymeister
> http://www.mvps.org/word
> http://go.compuserve.com/MSOfficeForum

> This reply is posted in the Newsgroup; please post any follow question or
> reply in the newsgroup and not by e-mail :-)



Fri, 15 Jul 2005 05:22:08 GMT  
 Word2000 Mail merge from selected sheet in Excel workbook
Hi JC,

Quote:
> OK, I tried this, but only 1 of the worksheets showed up, but that wasn't
> even the first one in the workbook.  I do have autofilters turned on.  
Will
> this make a difference?   I also got an error saying that it could not
> reestablish a DDE connection???  I selected ODBC for .xls, so I don't know
> why it would give me this msg.

Well, then something didn't go right.

Let's try unhooking the data source, first: In the first step of the mail
merge Helper, choose "Convert to normal Word document". When you close the
MM-Helper, you should no longer be able to view the records, or insert any
merge fields.

Now go back through the steps in the MM-Helper. When choosing the data
source, be very careful to select ODBC. And be sure to

Quote:
> > - click on options, activate "System tables"

> I do have autofilters turned on.

Autofilters? You mean the little arrows in the column headers in Excel? They
shouldn't have any effect on the data you recieve over an ODBC link, but
they do affect DDE. In fact, what you should see happen is that all the
records are pulled into the merge, but those that are filtered out in Excel
don't show you any data - it looks like everything is "blank".

Quote:
> > Then go into "Query options" and set the field that holds the email
> address
> > information to "not blank".
> OK, if I understand this correctly, just setting one of the fields to "not
> blank" will prevent all of the other fields for that record from being
> imported??

Correct. In essence, the entire record will be filtered out.
BTW, this is also the technique you need if you have set Filters in Excel:
choose a field that always has an entry, and set it to "not blank" to fully
suppress the filtered records. But remember: this will only work with DDE,
and that means only with the first worksheet in the workbook.

Quote:
> One more question (a big one).  What I really want to do is to send this
> data to parents automatically via email (rather than printing it).  That's
> why I don't want to import those records that don't have an email address.

Yes, this should work. One way or another :-)

Cindy Meister
INTER-Solutions, Switzerland
http://homepage.swissonline.ch/cindymeister
http://www.mvps.org/word
http://go.compuserve.com/MSOfficeForum

This reply is posted in the Newsgroup; please post any follow question or
reply in the newsgroup and not by e-mail :-)



Fri, 15 Jul 2005 22:41:08 GMT  
 
 [ 4 post ] 

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