Home |
Search |
Today's Posts |
#1
|
|||
|
|||
Insert excel data into word via mail merge
I want to print year end summaries to the employees who have stock sale tax
reported on their W2. The word doc. that will be sent out contains standard data that these emp. will receive. However the numbers are in excel. How do I merge this information into the doc. file in a way so that I don't have to do it manually for 200 emp. For eg: Joe Smith The attached file contains records of the income that has been reported on your W2 pursuant to your sale of ESPP shares/options exercise. Grt dt. Grt.type Ex. Dt Opt. ex. Opt. price FMV at ex Total gain 9/29/2002 Incentive 8/27/2004 3,125 $12.7054 $39,704.50 9/29/2002 Incentive 10/29/2003 520 $13.5990 $7,071.49 Total 48,203.34 Reported in W-2 48,203.34 I am using word 03 and excel 03 Hope this makes sense. Thanks |
#2
|
|||
|
|||
Mail merge in Word cannot really hand a multiple items (transactions in your
case) per condition (Employee in your case) situation. If you have Microsoft Access, I would recommend transferring the data into Access and then use an Access Report. Otherwise, you could try further developing the following macro. It would take some work, but it would be quite feasible to get it to do what you want. ' Macro to create multiple items per condition from a directory type mailmerge Dim source As Document, target As Document, scat As Range, tcat As Range Dim data As Range, stab As Table, ttab As Table Dim i As Long, j As Long, k As Long, n As Long Set source = ActiveDocument Set target = Documents.Add Set stab = source.Tables(1) k = stab.Columns.Count Set ttab = target.Tables.Add(Range:=Selection.Range, numrows:=1, numcolumns:=k - 1) Set scat = stab.Cell(1, 1).Range scat.End = scat.End - 1 ttab.Cell(1, 1).Range = scat j = ttab.Rows.Count For i = 1 To stab.Rows.Count Set tcat = ttab.Cell(j, 1).Range tcat.End = tcat.End - 1 Set scat = stab.Cell(i, 1).Range scat.End = scat.End - 1 If scat tcat Then ttab.Rows.Add j = ttab.Rows.Count ttab.Cell(j, 1).Range = scat ttab.Rows.Add For n = 2 To k Set data = stab.Cell(i, n).Range data.End = data.End - 1 ttab.Cell(ttab.Rows.Count, n - 1).Range = data Next n Else ttab.Rows.Add For n = 2 To k Set data = stab.Cell(i, n).Range data.End = data.End - 1 ttab.Cell(ttab.Rows.Count, n - 1).Range = data Next n End If Next i -- Please post any further questions or followup to the newsgroups for the benefit of others who may be interested. Unsolicited questions forwarded directly to me will only be answered on a paid consulting basis. Hope this helps Doug Robbins - Word MVP "Jane" wrote in message ... I want to print year end summaries to the employees who have stock sale tax reported on their W2. The word doc. that will be sent out contains standard data that these emp. will receive. However the numbers are in excel. How do I merge this information into the doc. file in a way so that I don't have to do it manually for 200 emp. For eg: Joe Smith The attached file contains records of the income that has been reported on your W2 pursuant to your sale of ESPP shares/options exercise. Grt dt. Grt.type Ex. Dt Opt. ex. Opt. price FMV at ex Total gain 9/29/2002 Incentive 8/27/2004 3,125 $12.7054 $39,704.50 9/29/2002 Incentive 10/29/2003 520 $13.5990 $7,071.49 Total 48,203.34 Reported in W-2 48,203.34 I am using word 03 and excel 03 Hope this makes sense. Thanks |
Reply |
Thread Tools | |
Display Modes | |
|
|
Similar Threads | ||||
Thread | Forum | |||
Mail Merge Word 2003 Issue | Mailmerge | |||
Word Field Codes in Excel data file | Mailmerge | |||
Word mail merge data loss | Mailmerge | |||
can I merge two sets of address data in Word Mail merge | Mailmerge | |||
Mail merge error occurs when filtering Excel data source | Mailmerge |