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mail merge for each individual excel doc in a folder
Hi everyone, Hope everyone is having a good day. This is my first post here, I'm a noob, so be gentle. LOL I am running Office 2003 Pro on XP Pro SP2. I have been searching the web for a solution to a project I'm working on, to no avail. I don't know if it's even possible. I have inserted the image of a form in a Word doc, I have mapped the fields to be merged from the data in excel spreadsheets I can perform the mail merge manually. The issue is, I have over one thousand excel doc's to perform the merge on. Can a macro be used to loop through a folder, merge and propogate to a new Wrd doc for each excel doc? This will create over one thousand word doc's, which will then be emailed to the corresponding employees. Also, can the name of the new Word doc created, be saved as the corresponding name as the Excel doc? Example, if the Excel doc is named 123abc.xls. can the new propogated Word doc be saved as 123ab.doc? Any assistance or links anyone knows of, would be greatly appreciated. Thanks and have a great day! -- salventuro |
#2
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mail merge for each individual excel doc in a folder
It sounds like you are actually creating only one document from each Excel
spreadsheet, which is not really the purpose of mailmerge, though it can be used for that purpose. Regardless, to create each of the documents that you want to create from each of the Excel spreadsheets, you are going to need to use a macro (VBA) for the purpose. You will find some information on batch processing all of the files in a folder in the article "Find & ReplaceAll on a batch of documents in the same folder" at: http://www.word.mvps.org/FAQs/MacrosVBA/BatchFR.htm which while it deals with processing Word documents, the principle is the same (use of the Dir function) Of course, each of the spreadsheets are going to need to be identical in layout to be able to successfully process them and more information would be needed on the way in which the data that you want to use is contained the spreadsheets to give you any more specific assistance. To answer your question about the naming of the resulting Word files, yes that is certainly possible. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP, originally posted via msnews.microsoft.com "salventuro" wrote in message ... Hi everyone, Hope everyone is having a good day. This is my first post here, I'm a noob, so be gentle. LOL I am running Office 2003 Pro on XP Pro SP2. I have been searching the web for a solution to a project I'm working on, to no avail. I don't know if it's even possible. I have inserted the image of a form in a Word doc, I have mapped the fields to be merged from the data in excel spreadsheets I can perform the mail merge manually. The issue is, I have over one thousand excel doc's to perform the merge on. Can a macro be used to loop through a folder, merge and propogate to a new Wrd doc for each excel doc? This will create over one thousand word doc's, which will then be emailed to the corresponding employees. Also, can the name of the new Word doc created, be saved as the corresponding name as the Excel doc? Example, if the Excel doc is named 123abc.xls. can the new propogated Word doc be saved as 123ab.doc? Any assistance or links anyone knows of, would be greatly appreciated. Thanks and have a great day! -- salventuro |
#3
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mail merge for each individual excel doc in a folder
Hi salventuro,
If the Excel cells you want to read from are always in the same location in each of the workbooks, a better approach might be to use a template that has a LINK field pointing to any file in the source folder, then simply use the macro to change the linked file names to correspond with each of the Excel files and save the file as you've proposed with the same name as the Excel workbook (different extension, of course). One potential advantage of this over a mailmerge is that the Excel cells don't all ahve to be on the one worksheet. Another is that, once the files are created and provided you leave the links intact, later changes in the Excel workbooks will be reflected in the corresponding documents. -- Cheers macropod [Microsoft MVP - Word] "salventuro" wrote in message ... Hi everyone, Hope everyone is having a good day. This is my first post here, I'm a noob, so be gentle. LOL I am running Office 2003 Pro on XP Pro SP2. I have been searching the web for a solution to a project I'm working on, to no avail. I don't know if it's even possible. I have inserted the image of a form in a Word doc, I have mapped the fields to be merged from the data in excel spreadsheets I can perform the mail merge manually. The issue is, I have over one thousand excel doc's to perform the merge on. Can a macro be used to loop through a folder, merge and propogate to a new Wrd doc for each excel doc? This will create over one thousand word doc's, which will then be emailed to the corresponding employees. Also, can the name of the new Word doc created, be saved as the corresponding name as the Excel doc? Example, if the Excel doc is named 123abc.xls. can the new propogated Word doc be saved as 123ab.doc? Any assistance or links anyone knows of, would be greatly appreciated. Thanks and have a great day! -- salventuro |
#4
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mail merge for each individual excel doc in a folder
The message you are about to post is viewed in a number of different ways, not just through WordBanter. salventuro;412272 Wrote: Hi everyone, Hope everyone is having a good day. This is my first post here, I'm a noob, so be gentle. LOL I am running Office 2003 Pro on XP Pro SP2. I have been searching the web for a solution to a project I'm working on, to no avail. I don't know if it's even possible. I have inserted the image of a form in a Word doc, I have mapped the fields to be merged from the data in excel spreadsheets I can perform the mail merge manually. The issue is, I have over one thousand excel doc's to perform the merge on. Can a macro be used to loop through a folder, merge and propogate to a new Word doc for each excel doc? This will create over one thousand word doc's, which will then be emailed to the corresponding employees. Also, can the name of the new Word doc created, be saved as the corresponding name as the Excel doc? Example, if the Excel doc is named 123abc.xls. can the new propogated Word doc be saved as 123abc.doc? Any assistance or links anyone knows of, would be greatly appreciated. Thanks and have a great day! -- salventuro |
#5
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mail merge for each individual excel doc in a folder
Hi everyone, It appears I am guilty of cross posting without notifying the Forum. My apology for this. I posted the same question at "http://www.vbaexpress.com/forum/showthread.php?t=26691". I did not mean to be rude. salventuro;412617 Wrote: Hi Doug, Hi macropod. Thanks for your replies. Sorry for not being a little bit clearer. Doug, yes, each of the spreadsheets are identical in layout, all data is in Sheet1, in each Excel workbook. What I have done is, inserted six text fields in the Word document, that are mapped to Excel. macropod, thank you for the information. You mentioned, "LINK field pointing to any file in the source folder" Yes, the Excel cells always in the same location in each of the workbooks. Could you please point me in the right direction for this? Again, my sincerest thanks for your time and assistance, it is very much appreciated -- salventuro |
#6
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mail merge for each individual excel doc in a folder
So is your problem sorted or not.
As the other forum to which you posted the question requires one to register to view the content, I will not visit it. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP, originally posted via msnews.microsoft.com "salventuro" wrote in message ... Hi everyone, It appears I am guilty of cross posting without notifying the Forum. My apology for this. I posted the same question at "http://www.vbaexpress.com/forum/showthread.php?t=26691". I did not mean to be rude. salventuro;412617 Wrote: Hi Doug, Hi macropod. Thanks for your replies. Sorry for not being a little bit clearer. Doug, yes, each of the spreadsheets are identical in layout, all data is in Sheet1, in each Excel workbook. What I have done is, inserted six text fields in the Word document, that are mapped to Excel. macropod, thank you for the information. You mentioned, "LINK field pointing to any file in the source folder" Yes, the Excel cells always in the same location in each of the workbooks. Could you please point me in the right direction for this? Again, my sincerest thanks for your time and assistance, it is very much appreciated -- salventuro |
#7
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mail merge for each individual excel doc in a folder
Hi Doug, Thanks for the reply. I have not resolved the issue as of yet, I am having one heck of a time with this one. Any light you can shine on this for me, I would be grateful. Have a great day! Sal. -- salventuro |
#8
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mail merge for each individual excel doc in a folder
Hi Doug, Thanks for the reply. I have not resolved the issue as of yet, I am having one heck of a time with this one. Any light you can shine on this for me, I would be grateful. Have a great day! Below is my post at the other Forum, after someone mentioned I should have mentioned this post. . Sal. Hi everyone, It appears I am guilty of cross posting without notifying the Forum. My apology for this. I posted the same question at "http://www.vbaexpress.com/forum/showthread.php?t=26691". I did not mean to be rude. salventuro;412617 Wrote: Hi Doug, Hi macropod. Thanks for your replies. Sorry for not being a little bit clearer. Doug, yes,eachof the spreadsheets are identical in layout, all data is in Sheet1, ineachExcelworkbook. What I have done is, inserted six text fields in the Word document, that are mapped toExcel. macropod, thank you for the information. You mentioned, "LINK field pointing to any file in the sourcefolder" Yes, theExcelcells always in the same location ineachof the workbooks. Could you please point me in the right direction for this? Again, my sincerest thanks for your time and assistance, it is very much appreciated -- salventuro- Hide quoted text - - Show quoted text - Hi macropod, Yes, I have posted the same question on wordbanter, Great site by the way. Point taken, I should have mentioned that. I had difficulties posting a follow up there, as you saw I posted once in error and then provided more info, when Doug mentioned I should have provided more details. (Thanks again Doug). I tried to post to the newsgroup directly, but, got an error, "posting not allowed or permited". I have been subscribing to newsgroups for over five years and never got that error message. I have been searching many sites, trying to get a solution to this. In my searches I came accross this site, it looked very good, so I decided to sign up and post here also. I also noticed you are every where on the web, providing a huge amout of assistance to others. When I read your response here, I realised I looked like a bit of jerk for not mentioning it. When I posted here I didn't think anyone would be interested in my other post. But now I can see how that can be viewed as a no-no, to all the experts who provide information and assistance, for no fee and on their time. I have a website cbtlessons (I can't post links yet) just add www and dot com), where I provide video instructions for newer PC users (and math for my kids and their friends). I pay for it out of my pocket and it's free to anyone. Unlike these boards, where there are much more knowledge people than me, I don't have interaction with anyone who visits my web page. So I dropped the ball here, I should have had more netiquette, and taken into account the community. My apology for this. Thanks for the info on the the other fourm by the way. I am studying up on it, but am no closer to a solution. Anyway, I hope everyone has a great day. Gotta go now, my kids are fighting again, where's my ref whistle! Sal. On May 14, 1:10*pm, "Doug Robbins - Word MVP" wrote: So is your problem sorted or not. As the other forum to which you posted the question requires one to register to view the content, I will not visit it. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP, originally posted via msnews.microsoft.com"salventuro" wrote in message ... |
#9
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mail merge for each individual excel doc in a folder
Hi salventuro,
OK, so what have you tried and what part(s) are you having difficulty with? Doug and I have suggested different approaches you might take. -- Cheers macropod [Microsoft MVP - Word] "salventuro" wrote in message ... Hi Doug, Thanks for the reply. I have not resolved the issue as of yet, I am having one heck of a time with this one. Any light you can shine on this for me, I would be grateful. Have a great day! Sal. -- salventuro |
#10
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mail merge for each individual excel doc in a folder
Development of an application to perform this task is well within the
capabilities of the Office System, though it is not an "out-of-the-box" feature. In addition to the links to which I previously directed you, you would also need to make use of the information in the article "Control Excel from Word" at: http://www.word.mvps.org/FAQs/InterD...XLFromWord.htm If I were developing this application, I would be making use of some of the features in the article "Combining FormFields and Mail Merge" on the following page of fellow MVP Graham Mayor's website: http://www.gmayor.com/Form_Fields_and_Mail_Merge.htm None of those are of course exactly what you will need, but if you have any ability with the development of VBA applications, that should be enough to get you started. On the other hand, if you want someone to develop something like this for you, you would have to expect to pay for that work. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP, originally posted via msnews.microsoft.com "salventuro" wrote in message ... Hi Doug, Thanks for the reply. I have not resolved the issue as of yet, I am having one heck of a time with this one. Any light you can shine on this for me, I would be grateful. Have a great day! Below is my post at the other Forum, after someone mentioned I should have mentioned this post. . Sal. Hi everyone, It appears I am guilty of cross posting without notifying the Forum. My apology for this. I posted the same question at "http://www.vbaexpress.com/forum/showthread.php?t=26691". I did not mean to be rude. salventuro;412617 Wrote: Hi Doug, Hi macropod. Thanks for your replies. Sorry for not being a little bit clearer. Doug, yes,eachof the spreadsheets are identical in layout, all data is in Sheet1, ineachExcelworkbook. What I have done is, inserted six text fields in the Word document, that are mapped toExcel. macropod, thank you for the information. You mentioned, "LINK field pointing to any file in the sourcefolder" Yes, theExcelcells always in the same location ineachof the workbooks. Could you please point me in the right direction for this? Again, my sincerest thanks for your time and assistance, it is very much appreciated -- salventuro- Hide quoted text - - Show quoted text - Hi macropod, Yes, I have posted the same question on wordbanter, Great site by the way. Point taken, I should have mentioned that. I had difficulties posting a follow up there, as you saw I posted once in error and then provided more info, when Doug mentioned I should have provided more details. (Thanks again Doug). I tried to post to the newsgroup directly, but, got an error, "posting not allowed or permited". I have been subscribing to newsgroups for over five years and never got that error message. I have been searching many sites, trying to get a solution to this. In my searches I came accross this site, it looked very good, so I decided to sign up and post here also. I also noticed you are every where on the web, providing a huge amout of assistance to others. When I read your response here, I realised I looked like a bit of jerk for not mentioning it. When I posted here I didn't think anyone would be interested in my other post. But now I can see how that can be viewed as a no-no, to all the experts who provide information and assistance, for no fee and on their time. I have a website cbtlessons (I can't post links yet) just add www and dot com), where I provide video instructions for newer PC users (and math for my kids and their friends). I pay for it out of my pocket and it's free to anyone. Unlike these boards, where there are much more knowledge people than me, I don't have interaction with anyone who visits my web page. So I dropped the ball here, I should have had more netiquette, and taken into account the community. My apology for this. Thanks for the info on the the other fourm by the way. I am studying up on it, but am no closer to a solution. Anyway, I hope everyone has a great day. Gotta go now, my kids are fighting again, where's my ref whistle! Sal. On May 14, 1:10 pm, "Doug Robbins - Word MVP" wrote: So is your problem sorted or not. As the other forum to which you posted the question requires one to register to view the content, I will not visit it. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP, originally posted via msnews.microsoft.com"salventuro" wrote in message ... |
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