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Hi - I am trying to do an email mail merge through Word 2007. My data source
is an Excel file. I'd like to filter the list of recipients so that only a specific group receives the email - pretty easy stuff. The problem is that, in the Mail Merge Recipients dialog box, when I click the column heading down arrow to choose what I'd like to filter, there are no choices. I can see the usual choices of: All, Blanks, Nonblanks, and Advanced - just not the values from the column in the Excel file. The column does contain different data (for example - the states of NY, NH, CT, etc), just not sure why I can't see them in the list to filter. I hope I have explained that well enough - any suggestions on why Word would not display the choices? Thanks so much! |
#2
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I am not sure what is going on there because when I create such a datasource
(*.xslx) and attach it to a mail merge main document and then click on the State pulldown, I see Sort Ascending Sord Descending (All) (CA) (VA) (NY) etc. (Blanks) (Nonblanks) (Advanced...) If you want to send me a copy of the data source, I will take a look and see if I can see what is causing the problem. -- Hope this helps Doug Robbins - Word MVP Please reply only to the newsgroups unless you wish to avail yourself of my services on a paid, professional basis. "Tammy" wrote in message ... Hi - I am trying to do an email mail merge through Word 2007. My data source is an Excel file. I'd like to filter the list of recipients so that only a specific group receives the email - pretty easy stuff. The problem is that, in the Mail Merge Recipients dialog box, when I click the column heading down arrow to choose what I'd like to filter, there are no choices. I can see the usual choices of: All, Blanks, Nonblanks, and Advanced - just not the values from the column in the Excel file. The column does contain different data (for example - the states of NY, NH, CT, etc), just not sure why I can't see them in the list to filter. I hope I have explained that well enough - any suggestions on why Word would not display the choices? Thanks so much! |
#3
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As a workaround, can you make the choice you need by clicking
Advanced... and entering the condition manually? Or does that also fail to apply the filter? Peter Jamieson http://tips.pjmsn.me.uk Visit Londinium at http://www.ralphwatson.tv On 20/10/2009 22:03, Tammy wrote: Hi - I am trying to do an email mail merge through Word 2007. My data source is an Excel file. I'd like to filter the list of recipients so that only a specific group receives the email - pretty easy stuff. The problem is that, in the Mail Merge Recipients dialog box, when I click the column heading down arrow to choose what I'd like to filter, there are no choices. I can see the usual choices of: All, Blanks, Nonblanks, and Advanced - just not the values from the column in the Excel file. The column does contain different data (for example - the states of NY, NH, CT, etc), just not sure why I can't see them in the list to filter. I hope I have explained that well enough - any suggestions on why Word would not display the choices? Thanks so much! |
#4
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Hello Doug! Thanks for responding! I didn't get an email showing anyone
responded, so didn't see this until today. I would LOVE to send you a copy of the file, however, my user will not give it up. I am beginning to suspect a bug in the file, as every time I create a new list, I have no problems at all seeing my choices. I am having my user use the advanced filter, as Peter noted was a work-around, and he is able to display the correct records. I truly appreciate you taking the time to answer my post and your offer to look at the file for me. Thanks so much. "Doug Robbins - Word MVP" wrote: I am not sure what is going on there because when I create such a datasource (*.xslx) and attach it to a mail merge main document and then click on the State pulldown, I see Sort Ascending Sord Descending (All) (CA) (VA) (NY) etc. (Blanks) (Nonblanks) (Advanced...) If you want to send me a copy of the data source, I will take a look and see if I can see what is causing the problem. -- Hope this helps Doug Robbins - Word MVP Please reply only to the newsgroups unless you wish to avail yourself of my services on a paid, professional basis. "Tammy" wrote in message ... Hi - I am trying to do an email mail merge through Word 2007. My data source is an Excel file. I'd like to filter the list of recipients so that only a specific group receives the email - pretty easy stuff. The problem is that, in the Mail Merge Recipients dialog box, when I click the column heading down arrow to choose what I'd like to filter, there are no choices. I can see the usual choices of: All, Blanks, Nonblanks, and Advanced - just not the values from the column in the Excel file. The column does contain different data (for example - the states of NY, NH, CT, etc), just not sure why I can't see them in the list to filter. I hope I have explained that well enough - any suggestions on why Word would not display the choices? Thanks so much! . |
#5
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Hi Peter - Thank you very much for taking the time to respond. As a
workaround, that is exactly what I am having my user do, as he is able to display the correct records using the advanced filter. I am not convinced this is a problem in Word, but in his data source. Nothing glaringly obvious sticks out, though, and the files does seem to be set up correctly. Could be the file is corrupt, as every other time we try, using a different file, we are able to see our choices. Thanks again for your response! "Peter Jamieson" wrote: As a workaround, can you make the choice you need by clicking Advanced... and entering the condition manually? Or does that also fail to apply the filter? Peter Jamieson http://tips.pjmsn.me.uk Visit Londinium at http://www.ralphwatson.tv On 20/10/2009 22:03, Tammy wrote: Hi - I am trying to do an email mail merge through Word 2007. My data source is an Excel file. I'd like to filter the list of recipients so that only a specific group receives the email - pretty easy stuff. The problem is that, in the Mail Merge Recipients dialog box, when I click the column heading down arrow to choose what I'd like to filter, there are no choices. I can see the usual choices of: All, Blanks, Nonblanks, and Advanced - just not the values from the column in the Excel file. The column does contain different data (for example - the states of NY, NH, CT, etc), just not sure why I can't see them in the list to filter. I hope I have explained that well enough - any suggestions on why Word would not display the choices? Thanks so much! . |
#6
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AFAICR, Word (2007) will not display /any/ individual values in the
drop-down list once there are over 10 different values in the list. I do not know whether this is a hard-and-fast rule or whether other factors are involved, but I imagine the design thinking (if any) is that they wanted to limit the length of the list, but if individual values were listed then it might be misleading for a user to see only 10 values when there were actually more in the list. Peter Jamieson http://tips.pjmsn.me.uk Visit Londinium at http://www.ralphwatson.tv On 22/10/2009 21:21, Tammy wrote: Hi Peter - Thank you very much for taking the time to respond. As a workaround, that is exactly what I am having my user do, as he is able to display the correct records using the advanced filter. I am not convinced this is a problem in Word, but in his data source. Nothing glaringly obvious sticks out, though, and the files does seem to be set up correctly. Could be the file is corrupt, as every other time we try, using a different file, we are able to see our choices. Thanks again for your response! "Peter Jamieson" wrote: As a workaround, can you make the choice you need by clicking Advanced... and entering the condition manually? Or does that also fail to apply the filter? Peter Jamieson http://tips.pjmsn.me.uk Visit Londinium at http://www.ralphwatson.tv On 20/10/2009 22:03, Tammy wrote: Hi - I am trying to do an email mail merge through Word 2007. My data source is an Excel file. I'd like to filter the list of recipients so that only a specific group receives the email - pretty easy stuff. The problem is that, in the Mail Merge Recipients dialog box, when I click the column heading down arrow to choose what I'd like to filter, there are no choices. I can see the usual choices of: All, Blanks, Nonblanks, and Advanced - just not the values from the column in the Excel file. The column does contain different data (for example - the states of NY, NH, CT, etc), just not sure why I can't see them in the list to filter. I hope I have explained that well enough - any suggestions on why Word would not display the choices? Thanks so much! . |
#7
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Wow! That is a very handy piece of information! I do believe my user's file
could have contained more than 10 different values in his various columns. That's a fact I'll always remember now. Thank you very much for posting again. I really appreciate it! "Peter Jamieson" wrote: AFAICR, Word (2007) will not display /any/ individual values in the drop-down list once there are over 10 different values in the list. I do not know whether this is a hard-and-fast rule or whether other factors are involved, but I imagine the design thinking (if any) is that they wanted to limit the length of the list, but if individual values were listed then it might be misleading for a user to see only 10 values when there were actually more in the list. Peter Jamieson http://tips.pjmsn.me.uk Visit Londinium at http://www.ralphwatson.tv On 22/10/2009 21:21, Tammy wrote: Hi Peter - Thank you very much for taking the time to respond. As a workaround, that is exactly what I am having my user do, as he is able to display the correct records using the advanced filter. I am not convinced this is a problem in Word, but in his data source. Nothing glaringly obvious sticks out, though, and the files does seem to be set up correctly. Could be the file is corrupt, as every other time we try, using a different file, we are able to see our choices. Thanks again for your response! "Peter Jamieson" wrote: As a workaround, can you make the choice you need by clicking Advanced... and entering the condition manually? Or does that also fail to apply the filter? Peter Jamieson http://tips.pjmsn.me.uk Visit Londinium at http://www.ralphwatson.tv On 20/10/2009 22:03, Tammy wrote: Hi - I am trying to do an email mail merge through Word 2007. My data source is an Excel file. I'd like to filter the list of recipients so that only a specific group receives the email - pretty easy stuff. The problem is that, in the Mail Merge Recipients dialog box, when I click the column heading down arrow to choose what I'd like to filter, there are no choices. I can see the usual choices of: All, Blanks, Nonblanks, and Advanced - just not the values from the column in the Excel file. The column does contain different data (for example - the states of NY, NH, CT, etc), just not sure why I can't see them in the list to filter. I hope I have explained that well enough - any suggestions on why Word would not display the choices? Thanks so much! . . |
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