Advanced Mail Merge

H

Hootie

I have an excel 2003 spreadsheet containing supplier open order information
and I am trying to create a mail merge through word 2003 that will populate a
table with all outstanding orders within a certain date range and then email
the merged document out through outlook 2003.

I have created a 2 row table, first row is table headers, and want the other
rows to self-populate according to the number of open orders still
outstanding with a supplier. I can get the merge to show only one line at a
time but no more. Is there anybody out there who can solve this for me or who
is experiencing a similar problem.

If not, does anybody know of a software or word/office 2003 add in that
could solve this problem.
 
P

Peter Jamieson

If you use a catalog merge (directory merge in Word 2002 and later, unless
you're starting from Outlook), then delete the row of headers, do the merge
to an output document and you should see the basis of the result you need.
(i.e. don't just preview the merge or you will only see one row at a time).
Don't put any { NEXT } / <<Next record>> fields in.

However, in that case you would have to re-insert the header row manually or
presumably in this case, using code. You might be able to keep the header in
a separate file and re-insert it as long as the column widths were fixed.

But you could also use a DATABASE field to insert the contents of the Excel
sheet - use Word Tools|Customize to enable the Dtabase toolbar and have a
look at inserting the data that way. You have less control over the table
layout, but if you are using VBA to perform the whole process you could use
it to format the table how you want. Or you can use Word's InsertDatabase
method.

If you need it, for a discussion of format issues when getting data from
Excel during a merge or when inserting a database, see
http://tips.pjmsn.me.uk/t0003.htm

Peter Jamieson
 

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