A Microsoft Office (Excel, Word) forum. OfficeFrustration

If this is your first visit, be sure to check out the FAQ by clicking the link above. You may have to register before you can post: click the register link above to proceed. To start viewing messages, select the forum that you want to visit from the selection below.

Go Back   Home » OfficeFrustration forum » Microsoft Word » Mailmerge
Site Map Home Register Authors List Search Today's Posts Mark Forums Read  

How to specify Excel sheet name as mail merge source



 
 
Thread Tools Display Modes
  #1  
Old January 21st, 2005, 10:41 PM
UnclePaul
external usenet poster
 
Posts: n/a
Default How to specify Excel sheet name as mail merge source

I want to use one sheet of a multi-sheet Excel 2000 workbook as the data
source for a Word 2000 mail-merge. How / where do I specify the name of the
worksheet that contains the data that is to be merged into the Word document?
  #2  
Old January 21st, 2005, 11:56 PM
Doug Robbins
external usenet poster
 
Posts: n/a
Default

I don't remember if in Word 2000, there is a "Confirm conversions on open"
item under ToolsOptionsGeneral. If there is, and it has the same effect
as in later versions of Word, when the box next to is checked, when you
attach a mail merge data source, you will be presented with a number of
options for the way in which the data source is connected and with one of
those, you should be able to select the worksheet that you want to use.

--
Please respond to the Newsgroup for the benefit of others who may be
interested. Questions sent directly to me will only be answered on a paid
consulting basis.

Hope this helps,
Doug Robbins - Word MVP
"UnclePaul" wrote in message
...
I want to use one sheet of a multi-sheet Excel 2000 workbook as the data
source for a Word 2000 mail-merge. How / where do I specify the name of
the
worksheet that contains the data that is to be merged into the Word
document?



  #3  
Old January 22nd, 2005, 01:35 AM
UnclePaul
external usenet poster
 
Posts: n/a
Default

Thanks Doug, I found the 'Confirm conversions on open' box and checked it,
but the behavior did not change. Details: In the 'Mail Merge Helper' dialog,
the second step or button 'Get Data' leads to some options, where I choose
'Open Data Source' and navigate to the multi-sheet workbook and Open it. A
dialog box appears, titled simply 'Microsoft Excel', prompting for 'Named or
Cell Range', with a drop-down list. The only item in the list is 'Entire
Spreadsheet'. I suspect that at this point I could specify the sheet to be
used (by typing over 'Entire Spreadsheet' with my selection), but I don't
know the syntax for specifying the sheet name. I think it may be the sheet
name either preceeded by, followed by, or surrounded by exclamation points; I
have tried several combinations but it always insists on using the data from
the first sheet (the one represented by the leftmost tab) of the workbook.

"Doug Robbins" wrote:

I don't remember if in Word 2000, there is a "Confirm conversions on open"
item under ToolsOptionsGeneral. If there is, and it has the same effect
as in later versions of Word, when the box next to is checked, when you
attach a mail merge data source, you will be presented with a number of
options for the way in which the data source is connected and with one of
those, you should be able to select the worksheet that you want to use.

--
Please respond to the Newsgroup for the benefit of others who may be
interested. Questions sent directly to me will only be answered on a paid
consulting basis.

Hope this helps,
Doug Robbins - Word MVP
"UnclePaul" wrote in message
...
I want to use one sheet of a multi-sheet Excel 2000 workbook as the data
source for a Word 2000 mail-merge. How / where do I specify the name of
the
worksheet that contains the data that is to be merged into the Word
document?




  #4  
Old January 25th, 2005, 07:49 AM
Peter Jamieson
external usenet poster
 
Posts: n/a
Default

In Word 2000 the "Confirm conversions on open" option does not normally
affect mail merge data sources. Instead, there is a "Select Method" checkbox
in the Open Data Source dialog box which does more or less the same thing.
If you seleselect it, you should see three possible ways to connect to an
Excel data source: DDE, Converter, and ODBC. In Word 2000, DDE is the
default method. It opens Excel (if neecssary) and usually gets the data more
or less as you see it in the Excel display. But it can only see the first
sheet in the Excel workbook. ODBC is probably the better bet. With ODBC, you
will need to check the Options button in the next dialog box and check all
the options (Tables, views, system etc.) to see all the things you can
connect to, and you may have more trouble formatting your data (e.g. blanks
in Excel numeric columns appearing as zeroes in Word, date fields need
formatting switches in Word MERGEFIELD fields) than with DDE.

Peter Jamieson


"UnclePaul" wrote in message
...
Thanks Doug, I found the 'Confirm conversions on open' box and checked it,
but the behavior did not change. Details: In the 'Mail Merge Helper'
dialog,
the second step or button 'Get Data' leads to some options, where I choose
'Open Data Source' and navigate to the multi-sheet workbook and Open it. A
dialog box appears, titled simply 'Microsoft Excel', prompting for 'Named
or
Cell Range', with a drop-down list. The only item in the list is 'Entire
Spreadsheet'. I suspect that at this point I could specify the sheet to
be
used (by typing over 'Entire Spreadsheet' with my selection), but I don't
know the syntax for specifying the sheet name. I think it may be the
sheet
name either preceeded by, followed by, or surrounded by exclamation
points; I
have tried several combinations but it always insists on using the data
from
the first sheet (the one represented by the leftmost tab) of the workbook.

"Doug Robbins" wrote:

I don't remember if in Word 2000, there is a "Confirm conversions on
open"
item under ToolsOptionsGeneral. If there is, and it has the same
effect
as in later versions of Word, when the box next to is checked, when you
attach a mail merge data source, you will be presented with a number of
options for the way in which the data source is connected and with one of
those, you should be able to select the worksheet that you want to use.

--
Please respond to the Newsgroup for the benefit of others who may be
interested. Questions sent directly to me will only be answered on a
paid
consulting basis.

Hope this helps,
Doug Robbins - Word MVP
"UnclePaul" wrote in message
...
I want to use one sheet of a multi-sheet Excel 2000 workbook as the data
source for a Word 2000 mail-merge. How / where do I specify the name
of
the
worksheet that contains the data that is to be merged into the Word
document?






  #5  
Old May 4th, 2005, 04:28 PM
Diana Jordan
external usenet poster
 
Posts: n/a
Default

I am trying to set up some mergeable documents that will help non-users be
able to run a mail merge in Word 2k with a minimum of effort (by clicking the
merge button).

I have tried to use the suggestion below to run a mail merge off the second
sheet of an Excel spreadsheet I have pre-formatted for data entry and keep
getting an "unable to connect" error. If I used the name of the named range
on the sheet using ODBC, it transferrs all blank lines below the data as the
named range is columns A:I (allowing for new entries by users).

Is there a way to suppress the blank lines so the named range does not need
to be reset every time a merge is run?

"Peter Jamieson" wrote:

In Word 2000 the "Confirm conversions on open" option does not normally
affect mail merge data sources. Instead, there is a "Select Method" checkbox
in the Open Data Source dialog box which does more or less the same thing.
If you seleselect it, you should see three possible ways to connect to an
Excel data source: DDE, Converter, and ODBC. In Word 2000, DDE is the
default method. It opens Excel (if neecssary) and usually gets the data more
or less as you see it in the Excel display. But it can only see the first
sheet in the Excel workbook. ODBC is probably the better bet. With ODBC, you
will need to check the Options button in the next dialog box and check all
the options (Tables, views, system etc.) to see all the things you can
connect to, and you may have more trouble formatting your data (e.g. blanks
in Excel numeric columns appearing as zeroes in Word, date fields need
formatting switches in Word MERGEFIELD fields) than with DDE.

Peter Jamieson

  #6  
Old May 5th, 2005, 08:49 AM
Peter Jamieson
external usenet poster
 
Posts: n/a
Default

Can you use the filtering options (Mail Merge Helper|Query Options) to
eliminate your blank records?

(If you can set up the merge data source using VBA and OpenDataSource it may
be slightly easier to make this work).

Peter Jamieson
"Diana Jordan" wrote in message
...
I am trying to set up some mergeable documents that will help non-users be
able to run a mail merge in Word 2k with a minimum of effort (by clicking
the
merge button).

I have tried to use the suggestion below to run a mail merge off the
second
sheet of an Excel spreadsheet I have pre-formatted for data entry and keep
getting an "unable to connect" error. If I used the name of the named
range
on the sheet using ODBC, it transferrs all blank lines below the data as
the
named range is columns A:I (allowing for new entries by users).

Is there a way to suppress the blank lines so the named range does not
need
to be reset every time a merge is run?

"Peter Jamieson" wrote:

In Word 2000 the "Confirm conversions on open" option does not normally
affect mail merge data sources. Instead, there is a "Select Method"
checkbox
in the Open Data Source dialog box which does more or less the same
thing.
If you seleselect it, you should see three possible ways to connect to an
Excel data source: DDE, Converter, and ODBC. In Word 2000, DDE is the
default method. It opens Excel (if neecssary) and usually gets the data
more
or less as you see it in the Excel display. But it can only see the first
sheet in the Excel workbook. ODBC is probably the better bet. With ODBC,
you
will need to check the Options button in the next dialog box and check
all
the options (Tables, views, system etc.) to see all the things you can
connect to, and you may have more trouble formatting your data (e.g.
blanks
in Excel numeric columns appearing as zeroes in Word, date fields need
formatting switches in Word MERGEFIELD fields) than with DDE.

Peter Jamieson



 




Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

vB code is On
Smilies are On
[IMG] code is Off
HTML code is Off
Forum Jump

Similar Threads
Thread Thread Starter Forum Replies Last Post
Mail merge problem when filtering data from Excel data source Dave F General Discussions 5 December 3rd, 2004 06:45 PM
complex mail merge in Word 2000 from Excel 2000 source sheree Mailmerge 2 August 12th, 2004 01:18 PM
Mail Merge with Excel Mandy Mailmerge 3 May 17th, 2004 02:41 PM
mail merge w/ word and excel jmorris Mailmerge 3 May 5th, 2004 03:36 PM
Using a Excel macro or VB to call up a WORD mail merge document Bob Reynolds Worksheet Functions 0 January 7th, 2004 06:25 PM


All times are GMT +1. The time now is 07:17 PM.


Powered by vBulletin® Version 3.6.4
Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.
Copyright ©2004-2024 OfficeFrustration.
The comments are property of their posters.