I am trying to create a mail merge from the contents of an excel database with a built in user form. Have got the fields sorted for the merge, have got the form feeding the database, which connects to the merge, and everything works fine when i test it.
I have set up a button in excel which opens the userform, and a button on the userform which opens the merge, but i can't get the merge to automatically link up with the open database. Any ideas out there would be gratefully received!
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It looks like you have chosen the wrong data file. Probably an earlier version of your data still present in some folder. Check these Do you have column headings for every column? Make sure which folder contain the file? What exactly is the name? When you are in the Microsoft word, make sure you select the correct data file for your mail merge. If you have selected the correct data file, when you attempt to insert the merge fields, there is no way, it give wrong field names. The only reason you get the erong field names is because you have the wrong excel file for your data. Fix this problem first, then the rest will sort themselves out. Have a good day. luciana44
Try using Data > From Other Sources and select From Microsoft Query. In the Excel sheet, select the cell that you want the results to start in. Your MS Query would be pulling the data from your Access database.
Do you have Microsoft Access? If so, you could use that to create a database and an invoice form. You could also use Access to "dump" the info into Excel to track and record.
Otherwise, try searching for "Import Data" in the Excel help. It would be very difficult to walk you through the whole process, but if you have specific questions about certain steps, that would be more manageable.
If you follow the Mail Merge instructions built into Microsoft Word's Mail Merge Wizard, you can use your Excel file as the data source for your Mail Merge document, which can be created using label templates built into Word or downloaded from the label manufacturer's website. If you need more detailed instructions, please let us know what version of Microsoft Office you're using, as well as the Operating System (PC or Mac, Windows '98, XP, Vista, Leopard, etc.) and the label manufacturer and label name and product number. Please let us know if you need more help.
If, as I suspect, this is for a web form, then it effectively can't be done on a "proper" web server. This is because you cannot install MS Office on an MS server OS (e.g. Server 2003). You need to use MS SQL Server or MySQL instead.
If this is for very limited use (i.e. only a few clients at a time), you can use XP running IIS but this is really not a good idea. The sedurity implications don't bear thinking about :) Linking a web page to Access can probably be done using ASP (never even thought of trying it - anyone else here know for sure?)
If you are using a Linux web server then it's totally out of the question. Use Webmin or PHPMySQL to set up a MySQL database & PHP to code the linkage between the page and the DB. There are plenty of tools out there that will automate this for you, some of them Open Source and therefore free to acquire.
If the First Name and Last name are equal to both work sheets, I will just sort them by First Name and Last name and copy the results into a separate work sheet.
If the names are different you will have to use Access:
This can be easily done with Access and SQL, just import both work books into different tables to access and use the create query wizard, play with the results until you will get the result you want. Access will also solve the duplicate problem easily.
You will have to use join properties:
Read help about join properties and understand how this works...
Afterward you can export it back to Excel or use Copy/Paste.
If you can't use Access and have only Excel:
You will have to use Vlookup on various fields until you will get the result you want. Its a hard work but in the end you will get the same result as access.
Let me know what happend