Mail Merge (??)

cla · Apr 3rd, 2002, 05:35 PM

I need to do something similar to what is called a "mail merge" in Word, but in Excel. I have a form in Excel and I want to be able to add information from another data source (also an Excel file). For example, the form I need to fill in has cells such as Name, ID #, Date of Birth, etc, and the data source is a list of members with this information in an excel file.

I tried pasting the form into Word, but it was too large and I couldn't reduce it to fit the page. I also tried creating a chart in Word, but not all of the values came out. Any ideas? I asked earlier, but the suggestions were too complex. Are there any simple solutions?

Paul-Johnson · Apr 3rd, 2002, 05:49 PM

If you only have a few items a vlookup would work... If more than that I would have to gove it some thought.

cla · Apr 3rd, 2002, 05:58 PM

The form has 10-15 blanks to fill in.

Paul-Johnson · Apr 3rd, 2002, 06:00 PM

Would it be too much work to setup the vlookups for wach entry - and then manually select them for the print out ?

Or, so you want complete automation like a maile merge ?

cla · Apr 3rd, 2002, 06:08 PM

Mail merge would be easiest, but if that is not possible, VLOOKUP would work. Problem is, I've never used it before and have no idea how to set it up.

Anne Troy · Apr 3rd, 2002, 07:36 PM

Check this out:

http://www.thewordexpert.com/tipwarez.htm#MyVlookup

And also check out:

http://www.thewordexpert.com/word.htm#MailMerge

to find out that it probably IS NOT what you want.

_________________
TheWordExpert

[ This Message was edited by: Dreamboat on 2002-04-03 18:38 ]

cla · Apr 3rd, 2002, 08:50 PM

nope, I'm sure what I want is Mail Merge, but I'll take VLookup--a little more manual than I had expected, but will work ok.

Paul-Johnson · Apr 4th, 2002, 03:52 AM

If you need help let me know, send me an e-mail.... PJ

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Apr 3rd, 2002, 05:35 PM	#1
cla New Member Join Date: Apr 2002 Posts: 5	I need to do something similar to what is called a "mail merge" in Word, but in Excel. I have a form in Excel and I want to be able to add information from another data source (also an Excel file). For example, the form I need to fill in has cells such as Name, ID #, Date of Birth, etc, and the data source is a list of members with this information in an excel file. I tried pasting the form into Word, but it was too large and I couldn't reduce it to fit the page. I also tried creating a chart in Word, but not all of the values came out. Any ideas? I asked earlier, but the suggestions were too complex. Are there any simple solutions?

Apr 3rd, 2002, 05:49 PM	#2
Paul-Johnson New Member Join Date: Feb 2002 Posts: 47	If you only have a few items a vlookup would work... If more than that I would have to gove it some thought.

Apr 3rd, 2002, 05:58 PM	#3
cla New Member Join Date: Apr 2002 Posts: 5	The form has 10-15 blanks to fill in.

Apr 3rd, 2002, 06:00 PM	#4
Paul-Johnson New Member Join Date: Feb 2002 Posts: 47	Would it be too much work to setup the vlookups for wach entry - and then manually select them for the print out ? Or, so you want complete automation like a maile merge ?

Apr 3rd, 2002, 06:08 PM	#5
cla New Member Join Date: Apr 2002 Posts: 5	Mail merge would be easiest, but if that is not possible, VLOOKUP would work. Problem is, I've never used it before and have no idea how to set it up.

Apr 3rd, 2002, 07:36 PM	#6
Anne Troy MrExcel MVP Join Date: Feb 2002 Location: Allentown, PA Posts: 2,512	Check this out: http://www.thewordexpert.com/tipwarez.htm#MyVlookup And also check out: http://www.thewordexpert.com/word.htm#MailMerge to find out that it probably IS NOT what you want. _________________ TheWordExpert [ This Message was edited by: Dreamboat on 2002-04-03 18:38 ]

Apr 3rd, 2002, 08:50 PM	#7
cla New Member Join Date: Apr 2002 Posts: 5	nope, I'm sure what I want is Mail Merge, but I'll take VLookup--a little more manual than I had expected, but will work ok.

Apr 4th, 2002, 03:52 AM	#8
Paul-Johnson New Member Join Date: Feb 2002 Posts: 47	If you need help let me know, send me an e-mail.... PJ