Tips for using Excel as data file in Word merge doct?

  • Thread starter Thread starter StargateFanFromWork
  • Start date Start date
S

StargateFanFromWork

Is there a URL somewhere that explains this? My final merged document comes
out all wrong, so I know that I've made a mistake somewhere. But I like the
ease of using Excel as the data source because of the cells (rows/columns)
rather than setting up a table in Word.

Thanks.
 
See
How to create a Mail merge
http://word.mvps.org/FAQs/MailMerge/CreateAMailMerge.htm

Creating a mail merge Data Source
http://word.mvps.org/FAQs/MailMerge/CreateADataSource.htm

It helps to have a heading row, as this provides names for the merge fields.
It must be the first row in the range and there must not be any blank rows
between the headings and the records.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA

Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.
 
See
How to create a Mail merge
http://word.mvps.org/FAQs/MailMerge/CreateAMailMerge.htm

Creating a mail merge Data Source
http://word.mvps.org/FAQs/MailMerge/CreateADataSource.htm
Click to expand...

Hallelujah! Just read through the section on Excel as a data source
and it looks good.
It helps to have a heading row, as this provides names for the merge fields.
It must be the first row in the range and there must not be any blank rows
between the headings and the records.
Click to expand...

Yes, I had all of that so don't know why only 2 cells were picked as
the source for all the fields!! I had labels full of "D."'s for the
first names of 2 friends but in the first name, last name, address,
city, province and postal code, all "D."'s! <lol> It was too funny.

This should help. Thank you.
 
Do not know where best to post this question. New to this forum and format. By the way the response time is very, very slow on this server.

I want to merge Excel data from one column into a single Word Document. I am taking Visio flowcharts that have been linked to an Excel spreadsheet as a data source. I want to connect a Visio Shape number tag and text label and have it be the Section number in a Word document. By linking the Visio to the Word document I can have numbered processes explained in a procedures guide made in Word. I am almost there. I need to have the merge field in Word allow me to have one section merge wtih the first data in the column and then the second section get its data from the second row in the Excel data source column. How do I get the merge field to go to the next record and yet stay in the same document and not make a second document. I am very experienced in WordPerfect mailmerge. I have more than working knowledge of Word mail merge. But I am getting locked records if I just use the merge field alone repeated many times in the same Word document. Brent J Knipfer 940-594-9938 (e-mail address removed)
 
A Letter merge puts each record on a separate page; a Catalog (or Directory)
merge puts records one after another on the same page. Neither type of merge
will do what I think you are attempting, where you have a lot of data
already in the document.
--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA

Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

Brent J Knipfer said:
Do not know where best to post this question. New to this forum and
Click to expand...
format. By the way the response time is very, very slow on this server.
I want to merge Excel data from one column into a single Word Document. I
Click to expand...
am taking Visio flowcharts that have been linked to an Excel spreadsheet as
a data source. I want to connect a Visio Shape number tag and text label
and have it be the Section number in a Word document. By linking the Visio
to the Word document I can have numbered processes explained in a procedures
guide made in Word. I am almost there. I need to have the merge field in
Word allow me to have one section merge wtih the first data in the column
and then the second section get its data from the second row in the Excel
data source column. How do I get the merge field to go to the next record
and yet stay in the same document and not make a second document. I am very
experienced in WordPerfect mailmerge. I have more than working knowledge of
Word mail merge. But I am getting locked records if I just use the merge
field alone repeated many times in the same Word document. Brent J Knipfer
940-594-9938 (e-mail address removed)
 
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