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#1
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Attach individual Excel spreadsheets to mail merge document
I have 10-15 spreadsheets in an Excel workbook which are specific to
individuals. I also have a spreadsheet in the same workbook which is used to generate a mail merge letter to individuals. The spreadsheets which are specific to the individuals need to be printed as an "attachment" to the letters. Can anywho tell me how to do it or point me to documentation? Thanks. |
#2
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Attach individual Excel spreadsheets to mail merge document
CLARIFICATION: I have looked at previous posts but they seem to apply to
e-mails. I am not wanting to generate e-mail attachments. Just letters with attachments. "Dixie Folzenlogen" wrote: I have 10-15 spreadsheets in an Excel workbook which are specific to individuals. I also have a spreadsheet in the same workbook which is used to generate a mail merge letter to individuals. The spreadsheets which are specific to the individuals need to be printed as an "attachment" to the letters. Can anywho tell me how to do it or point me to documentation? Thanks. |
#3
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Attach individual Excel spreadsheets to mail merge document
How are the spreadsheets related to the individuals, so that a merge would
know how to pick the correct one? It *might* work if you conditionally insert a link to the workbook, if the sheets each had a range name relating to a field in the merge data source - something like { LINK Excel.Sheet.8 "D:\\My Documents\\Filename.xls" {Mergefield FieldWithRangename} } I have not tested this with a merge but it works with individual records when the range name is hard coded. It might work if you had separate workbooks for each user and use an INCLUDETEXT field, though you would need the old converter (download from my web site) and it will throw a security message for each record. You would need to name the Excel document to match a field in your data source and then you can use something like { INCLUDETEXT "D:\\My Documents\\{Mergefield fieldname}.xls" } Let me know if the link works as it has the makings of a new web page item You may find http://www.gmayor.com/formatting_word_fields.htm useful -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Dixie Folzenlogen wrote: CLARIFICATION: I have looked at previous posts but they seem to apply to e-mails. I am not wanting to generate e-mail attachments. Just letters with attachments. "Dixie Folzenlogen" wrote: I have 10-15 spreadsheets in an Excel workbook which are specific to individuals. I also have a spreadsheet in the same workbook which is used to generate a mail merge letter to individuals. The spreadsheets which are specific to the individuals need to be printed as an "attachment" to the letters. Can anywho tell me how to do it or point me to documentation? Thanks. |
#4
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Attach individual Excel spreadsheets to mail merge document
Thanks. I'm going to give it a try.
"Graham Mayor" wrote: How are the spreadsheets related to the individuals, so that a merge would know how to pick the correct one? It *might* work if you conditionally insert a link to the workbook, if the sheets each had a range name relating to a field in the merge data source - something like { LINK Excel.Sheet.8 "D:\\My Documents\\Filename.xls" {Mergefield FieldWithRangename} } I have not tested this with a merge but it works with individual records when the range name is hard coded. It might work if you had separate workbooks for each user and use an INCLUDETEXT field, though you would need the old converter (download from my web site) and it will throw a security message for each record. You would need to name the Excel document to match a field in your data source and then you can use something like { INCLUDETEXT "D:\\My Documents\\{Mergefield fieldname}.xls" } Let me know if the link works as it has the makings of a new web page item You may find http://www.gmayor.com/formatting_word_fields.htm useful -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Dixie Folzenlogen wrote: CLARIFICATION: I have looked at previous posts but they seem to apply to e-mails. I am not wanting to generate e-mail attachments. Just letters with attachments. "Dixie Folzenlogen" wrote: I have 10-15 spreadsheets in an Excel workbook which are specific to individuals. I also have a spreadsheet in the same workbook which is used to generate a mail merge letter to individuals. The spreadsheets which are specific to the individuals need to be printed as an "attachment" to the letters. Can anywho tell me how to do it or point me to documentation? Thanks. |
#5
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Attach individual Excel spreadsheets to mail merge document
Each individual spreadsheet is name "Lastname, Firstname". Each individual's
spreadsheet has a header and print area set. On the spreadsheet with the mailmerge data, I have a column called "Exhibit" which contains the individual spreadsheet's name corresponding to the individual's name and other data. I was hoping that mail merge had some sort of command like "Print 'Exhibit'" so that as it "looped" through the data for each individual it could print the Excel spreadsheet. Am I hoping for too much? "Graham Mayor" wrote: How are the spreadsheets related to the individuals, so that a merge would know how to pick the correct one? It *might* work if you conditionally insert a link to the workbook, if the sheets each had a range name relating to a field in the merge data source - something like { LINK Excel.Sheet.8 "D:\\My Documents\\Filename.xls" {Mergefield FieldWithRangename} } I have not tested this with a merge but it works with individual records when the range name is hard coded. It might work if you had separate workbooks for each user and use an INCLUDETEXT field, though you would need the old converter (download from my web site) and it will throw a security message for each record. You would need to name the Excel document to match a field in your data source and then you can use something like { INCLUDETEXT "D:\\My Documents\\{Mergefield fieldname}.xls" } Let me know if the link works as it has the makings of a new web page item You may find http://www.gmayor.com/formatting_word_fields.htm useful -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Dixie Folzenlogen wrote: CLARIFICATION: I have looked at previous posts but they seem to apply to e-mails. I am not wanting to generate e-mail attachments. Just letters with attachments. "Dixie Folzenlogen" wrote: I have 10-15 spreadsheets in an Excel workbook which are specific to individuals. I also have a spreadsheet in the same workbook which is used to generate a mail merge letter to individuals. The spreadsheets which are specific to the individuals need to be printed as an "attachment" to the letters. Can anywho tell me how to do it or point me to documentation? Thanks. |
#6
Posted to microsoft.public.word.mailmerge.fields
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Attach individual Excel spreadsheets to mail merge document
Graham --
Couldn't make your suggestion work. Below is what I put on the 2nd page of my mail merge letter: {LINK Excel.Sheet.8 "\"C:\\Documents and Settings\\Dixie Folzenlogen\\My Documents\\June_2006_Fee_Calculations.xls" {Mergefield Report}} Report is the column on my spreadsheet containing the merge data and has the range name I gave to the data on the individual's spreadsheet. Ideally, I would like to have a columns on the spreadsheet containing the merge data as follows: Report (for each individual), Filename (the workbook name) and File Location (exact path to workbook). This would facilitate making quick changes in the event the workbook gets moved to another user's computer, etc. Separate workbooks for each individual for which a report is generated is not feasible. Any other suggestions would be appreciated. "Dixie Folzenlogen" wrote: Each individual spreadsheet is name "Lastname, Firstname". Each individual's spreadsheet has a header and print area set. On the spreadsheet with the mailmerge data, I have a column called "Exhibit" which contains the individual spreadsheet's name corresponding to the individual's name and other data. I was hoping that mail merge had some sort of command like "Print 'Exhibit'" so that as it "looped" through the data for each individual it could print the Excel spreadsheet. Am I hoping for too much? "Graham Mayor" wrote: How are the spreadsheets related to the individuals, so that a merge would know how to pick the correct one? It *might* work if you conditionally insert a link to the workbook, if the sheets each had a range name relating to a field in the merge data source - something like { LINK Excel.Sheet.8 "D:\\My Documents\\Filename.xls" {Mergefield FieldWithRangename} } I have not tested this with a merge but it works with individual records when the range name is hard coded. It might work if you had separate workbooks for each user and use an INCLUDETEXT field, though you would need the old converter (download from my web site) and it will throw a security message for each record. You would need to name the Excel document to match a field in your data source and then you can use something like { INCLUDETEXT "D:\\My Documents\\{Mergefield fieldname}.xls" } Let me know if the link works as it has the makings of a new web page item You may find http://www.gmayor.com/formatting_word_fields.htm useful -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Dixie Folzenlogen wrote: CLARIFICATION: I have looked at previous posts but they seem to apply to e-mails. I am not wanting to generate e-mail attachments. Just letters with attachments. "Dixie Folzenlogen" wrote: I have 10-15 spreadsheets in an Excel workbook which are specific to individuals. I also have a spreadsheet in the same workbook which is used to generate a mail merge letter to individuals. The spreadsheets which are specific to the individuals need to be printed as an "attachment" to the letters. Can anywho tell me how to do it or point me to documentation? Thanks. |
#7
Posted to microsoft.public.word.mailmerge.fields
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Attach individual Excel spreadsheets to mail merge document
Graham --
I think I'm getting close (see my other posts). I inserted a link on my mail merge document as follows: { LINK Excel.Sheet.8 {MERGEFIELD "FILE_LOCATION"}{ MERGEFIELD "FILENAME" } { MERGEFIELD "REPORT" }} Then when I run the mail merge, I get a page after each page of my letter which has this: { LINK Excel.Sheet.8 C:\Documents and Settings\Dixie Folzenlogen\My Documents\June_2006_Fee_Calculations.xls Smith, John'!Print_Area} It's obviously understanding the LINK portion but is not inserting the page. What am I missing? "Graham Mayor" wrote: How are the spreadsheets related to the individuals, so that a merge would know how to pick the correct one? It *might* work if you conditionally insert a link to the workbook, if the sheets each had a range name relating to a field in the merge data source - something like { LINK Excel.Sheet.8 "D:\\My Documents\\Filename.xls" {Mergefield FieldWithRangename} } I have not tested this with a merge but it works with individual records when the range name is hard coded. It might work if you had separate workbooks for each user and use an INCLUDETEXT field, though you would need the old converter (download from my web site) and it will throw a security message for each record. You would need to name the Excel document to match a field in your data source and then you can use something like { INCLUDETEXT "D:\\My Documents\\{Mergefield fieldname}.xls" } Let me know if the link works as it has the makings of a new web page item You may find http://www.gmayor.com/formatting_word_fields.htm useful -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Dixie Folzenlogen wrote: CLARIFICATION: I have looked at previous posts but they seem to apply to e-mails. I am not wanting to generate e-mail attachments. Just letters with attachments. "Dixie Folzenlogen" wrote: I have 10-15 spreadsheets in an Excel workbook which are specific to individuals. I also have a spreadsheet in the same workbook which is used to generate a mail merge letter to individuals. The spreadsheets which are specific to the individuals need to be printed as an "attachment" to the letters. Can anywho tell me how to do it or point me to documentation? Thanks. |
#8
Posted to microsoft.public.word.mailmerge.fields
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Attach individual Excel spreadsheets to mail merge document
This is looking promising, though I confess I couldn't get it to work in my
later tests yesterday. I couldn't get it to translate the merge field on a record by record basis. This is actually a common problem which is why I emphasised *might* However further tests this morning have shown that it will work *provided you don't update the fields in the merge document* as this converts the fields to the content of the displayed record. Merge to a new document and then update the fields in that document. I used the code at http://www.gmayor.com/installing_macro.htm to do this, but all you need to do is select the content of that document (CTRL+A) then update it (F9). With luck that should do the trick. -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Dixie Folzenlogen wrote: Graham -- I think I'm getting close (see my other posts). I inserted a link on my mail merge document as follows: { LINK Excel.Sheet.8 {MERGEFIELD "FILE_LOCATION"}{ MERGEFIELD "FILENAME" } { MERGEFIELD "REPORT" }} Then when I run the mail merge, I get a page after each page of my letter which has this: { LINK Excel.Sheet.8 C:\Documents and Settings\Dixie Folzenlogen\My Documents\June_2006_Fee_Calculations.xls Smith, John'!Print_Area} It's obviously understanding the LINK portion but is not inserting the page. What am I missing? "Graham Mayor" wrote: How are the spreadsheets related to the individuals, so that a merge would know how to pick the correct one? It *might* work if you conditionally insert a link to the workbook, if the sheets each had a range name relating to a field in the merge data source - something like { LINK Excel.Sheet.8 "D:\\My Documents\\Filename.xls" {Mergefield FieldWithRangename} } I have not tested this with a merge but it works with individual records when the range name is hard coded. It might work if you had separate workbooks for each user and use an INCLUDETEXT field, though you would need the old converter (download from my web site) and it will throw a security message for each record. You would need to name the Excel document to match a field in your data source and then you can use something like { INCLUDETEXT "D:\\My Documents\\{Mergefield fieldname}.xls" } Let me know if the link works as it has the makings of a new web page item You may find http://www.gmayor.com/formatting_word_fields.htm useful -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Dixie Folzenlogen wrote: CLARIFICATION: I have looked at previous posts but they seem to apply to e-mails. I am not wanting to generate e-mail attachments. Just letters with attachments. "Dixie Folzenlogen" wrote: I have 10-15 spreadsheets in an Excel workbook which are specific to individuals. I also have a spreadsheet in the same workbook which is used to generate a mail merge letter to individuals. The spreadsheets which are specific to the individuals need to be printed as an "attachment" to the letters. Can anywho tell me how to do it or point me to documentation? Thanks. |
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