G
George A. Yorks
Is it possible to do a mail merge with an XL document?
If so any direction appreciated
If so any direction appreciated
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D
daniels012
Yes! Our work does it all the time!
I copied the help file that should direct you in the right direction.
If you need further help!! Write!
Michael
Use Microsoft Excel data as a mailing list in Word
You can use this procedure to create form letters, mailing labels, and
other merged documents by merging a list of data with a Word document.
You must create the list before you perform this procedure. The list
must include column labels and contain no blank rows. For information
about creating a list, click .
Save and close the workbook that contains the list you want to merge
with a document in Word.
Switch to Microsoft Word.
Open the Word main document that contains the standard text for the
form letter or other document you want to merge with the list.
If you're starting a new document or printing mailing labels or
envelopes, click New to open a new blank document.
On the Tools menu in Word, click Mail Merge.
Click Create, and select the type of document.
Click Get Data, and then click Open Data Source.
In the Open Data Source dialog box, open the folder that contains your
Microsoft Excel workbook.
In the Files of type box, click MS Excel Worksheets (*.xls).
Double-click the workbook that contains your data.
In the Microsoft Excel dialog box, select the named range, or type the
cell references that identify the data you want to use, and then click
OK.
When Word displays a message, click Edit Main Document or Set Up Main
Document.
If you're creating a form letter, use the Insert Merge Field list on
the Mail Merge toolbar to insert merge fields within the standard text.
When you finish, click Mail Merge Helper on the Mail Merge toolbar.
If you're printing address labels or envelopes, select the printer and
the size of address labels or envelopes. Then insert the merge fields
in the Create Labels or Envelope Address dialog box.
In the Mail Merge Helper dialog box, click Merge, and then select the
options you want.
Tips
For more information about creating merged documents in Word, use the
Office Assistant or Help index in Word to search for "mail merge."
To display only the rows of data you want to merge before you select
the list in Word, you can first filter the list in Microsoft Excel.
When you select a filtered list as a data source in Word, select
_FilterDatabase in the Microsoft Excel dialog box. For information
about filtering a list, click .
I copied the help file that should direct you in the right direction.
If you need further help!! Write!
Michael
Use Microsoft Excel data as a mailing list in Word
You can use this procedure to create form letters, mailing labels, and
other merged documents by merging a list of data with a Word document.
You must create the list before you perform this procedure. The list
must include column labels and contain no blank rows. For information
about creating a list, click .
Save and close the workbook that contains the list you want to merge
with a document in Word.
Switch to Microsoft Word.
Open the Word main document that contains the standard text for the
form letter or other document you want to merge with the list.
If you're starting a new document or printing mailing labels or
envelopes, click New to open a new blank document.
On the Tools menu in Word, click Mail Merge.
Click Create, and select the type of document.
Click Get Data, and then click Open Data Source.
In the Open Data Source dialog box, open the folder that contains your
Microsoft Excel workbook.
In the Files of type box, click MS Excel Worksheets (*.xls).
Double-click the workbook that contains your data.
In the Microsoft Excel dialog box, select the named range, or type the
cell references that identify the data you want to use, and then click
OK.
When Word displays a message, click Edit Main Document or Set Up Main
Document.
If you're creating a form letter, use the Insert Merge Field list on
the Mail Merge toolbar to insert merge fields within the standard text.
When you finish, click Mail Merge Helper on the Mail Merge toolbar.
If you're printing address labels or envelopes, select the printer and
the size of address labels or envelopes. Then insert the merge fields
in the Create Labels or Envelope Address dialog box.
In the Mail Merge Helper dialog box, click Merge, and then select the
options you want.
Tips
For more information about creating merged documents in Word, use the
Office Assistant or Help index in Word to search for "mail merge."
To display only the rows of data you want to merge before you select
the list in Word, you can first filter the list in Microsoft Excel.
When you select a filtered list as a data source in Word, select
_FilterDatabase in the Microsoft Excel dialog box. For information
about filtering a list, click .
E
Earl Kiosterud
George,
Yes. I presume you're referring to Word Mail Merge. There isn't one in
Excel. The steps are different depending on the version of Word. In the
Data Source step, you navigate to your Excel file (be sure to set the file
type box to .xls). It will prompt you for the sheet name, or range name, or
whatever it finds in the workbook.
Yes. I presume you're referring to Word Mail Merge. There isn't one in
Excel. The steps are different depending on the version of Word. In the
Data Source step, you navigate to your Excel file (be sure to set the file
type box to .xls). It will prompt you for the sheet name, or range name, or
whatever it finds in the workbook.
D
David McRitchie
Hi George,
I have a page on creating labels using Mail Merge in MS Word
with Excel as the data base.
http://www.mvps.org/dmcritchie/excel/mailmerg.htm
if it is not for labels only the process is about the same but
you might also want to look at some of the Word MVP's pages
referenced in the related area.
I've not seen Word prompt you for a worksheet. You must
place the worksheet you want as the first worksheet in the
workbook; otherwise, you won't like the results.
I have a page on creating labels using Mail Merge in MS Word
with Excel as the data base.
http://www.mvps.org/dmcritchie/excel/mailmerg.htm
if it is not for labels only the process is about the same but
you might also want to look at some of the Word MVP's pages
referenced in the related area.
I've not seen Word prompt you for a worksheet. You must
place the worksheet you want as the first worksheet in the
workbook; otherwise, you won't like the results.
P
Patti
Yes there is just use your help key to get the directions. Now if someone could tell me how to do page 2 of the excel document
D
David McRitchie
Hi Patti,
Clarification please.
If you mean sheet2 then see my mailmerg.htm webpage,
as you must place the sheet you want as the first worksheet
in the workbook. Move by holding Ctrl and dragging
the worksheet tab to far left.
Clarification please.
If you mean sheet2 then see my mailmerg.htm webpage,
as you must place the sheet you want as the first worksheet
in the workbook. Move by holding Ctrl and dragging
the worksheet tab to far left.