View Full Version : Solved: Mail Merge Issue
I have set up a simple mail merge document which uses an Excel spreadsheet as the database. However, the Excel workbook contains four worksheets. When I go through the setup process in Word, it defaults to the "Entire Spreadsheet." Consequently, when I go to insert fields in my Word document, it is showing information from the wrong Excel Worksheet.
I've tried saving the Excel workbook with the desired worksheet showing as the active sheet, but that don't seem to be resolving my problem.
How do I tell Word to read a specific Worksheet as the database?
Opv
lucas
03-22-2010, 10:26 AM
Is all of your data that goes into the template in one row at a time in excel?
Is all of your data that goes into the template in one row at a time in excel?
Yes. However, after just taking a second look I noticed what is likely causing my problem. I went in at some point and inserted a row above my header row (database field names) and included a formula to count the number of rows of data for each data element. I forgot to remove that row of formulas, so that's why I wasn't seeing my data field names when I went to insert the Mail Merge fields in Word.
All is well now.
Thanks for prompting me to do what I should have done to begin with....double check my data source for the obvious.
Opv
lucas
03-22-2010, 10:56 AM
I don't rely on the mail merge function.
I use code and a template with bookmarks.
If you're interested in a different approach see attached zip. Unzip them in the same directory and run the excel file.
Turn your printer off so you can delete the documents from your print que unless you wish to print them.
I don't rely on the mail merge function.
I use code and a template with bookmarks.
If you're interested in a different approach see attached zip. Unzip them in the same directory and run the excel file.
Turn your printer off so you can delete the documents from your print que unless you wish to print them.
Thanks. I'll check it out.
macropod
03-22-2010, 03:17 PM
Hi Opv,
With the mailmerge approach, you could retain the workbook structure with the formulae above the header row by simply defining a named range than spans the mailmerge data range (ie from the header row down). You could then select the named range via the mailmerge wizard.
Hi Opv,
With the mailmerge approach, you could retain the workbook structure with the formulae above the header row by simply defining a named range than spans the mailmerge data range (ie from the header row down). You could then select the named range via the mailmerge wizard.
Thanks. I'll keep that in mind.
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