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Office & productivity software forum: Mail Merge from Excel - multiple names not mult sheets?

by: hockeyroom28 December 24, 2007 9:51 AM PST

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Mail Merge from Excel - multiple names not mult sheets?

by hockeyroom28 - 12/24/07 9:51 AM

Here is what I have setup:

Excel spreadsheet with a list of names, hours worked, billed rate, and total paid. That is 1 sheet, there are 10+ sheets exactly like this but for different facilities. These sheets are formatted with company graphics at the top, among other formatting (colored lines, date, etc).

Word Invoice with company heading/graphics at the top and then a table that has the same fields (name, hours worked, billed rate, total paid).

Is there a way to use Mail Merge (or something else) to input the information from the Excel sheet onto the Word Invoice?

Using Office 2003 on Windows XP Home SP2.


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Re: mail merge multiple sheets

by Kees Bakker Moderator - 12/24/07 1:12 PM

In Reply to: Mail Merge from Excel - multiple names not mult sheets? by hockeyroom28

If no one comes with a good solution, may I suggest you work around the problem by saving each worksheet in a different workbook, then use those.

If this is a repeating job, it's not too difficult to write a macro to do the splitting.

Kees


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Macros?

by hockeyroom28 - 12/25/07 5:24 PM

In Reply to: Re: mail merge multiple sheets by Kees Bakker Moderator

I have a slight understanding what a Macro is, but how would it be used in this case?


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With a macro ...

by Kees Bakker Moderator - 12/26/07 7:43 AM

In Reply to: Macros? by hockeyroom28

you can repeat a sequence of actions.

Kees


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some questions

by entrecon - 12/26/07 7:35 AM

In Reply to: Mail Merge from Excel - multiple names not mult sheets? by hockeyroom28

If you have 10 Excel Worksheets, will these equal 10 invoices?

Do you update the spreadsheet for the next time frame (i.e. week, month, quarter) or do you create a new workbook or worksheet?


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Re: some questions

by hockeyroom28 - 12/26/07 2:47 PM

In Reply to: some questions by entrecon

Each invoice is completely new from week to week. Thanks for the replies!


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Sorry I'm confused...

by Khornight - 1/3/08 7:28 AM

In Reply to: Mail Merge from Excel - multiple names not mult sheets? by hockeyroom28

What is stopping you using mail merge?

Just use the excel sheet as the source, and the invoice as the template and add the feilds too it... it should be easy?


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The problem

by entrecon - 1/3/08 9:31 AM

In Reply to: Sorry I'm confused... by Khornight

If I am reading it correctly, the problem is that 1 worksheet = 1 invoice.

In my experience Word will pull data from a worksheet and merge it, but they want word to pull multiple sheets. If the spreadsheet was just updated each month they could have used a Paste Special and paste it as a link.

This really should probably be set-up in Access with the invoice being generated by a repor or an actual invoice package. I know I use Quickbooks for my stuff.


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