Easier than Mail Merge?

[wx4usa]

Is there an easier way to merge excel data into form letters?

Mail merge is so cumbersome

Assume I have a list of 1000 customers and addresses.

I'd like form letters for all customers that meet specific criteria
perhaps a yes or X in a column.

 

[Arvi Laanemets]

Hi

Is there an easier way to merge excel data into form letters?

Mail merge is so cumbersome

??? !!! (Are you aware you can save MM template after you have created it
and linked to table?)
Of course you can write a VBA program which does it (starts Word from Excel
and writes letters based on data in Excel file), but it'll hardly be easier.
And whenever you decide to change something later, you have to reprogram it.

Assume I have a list of 1000 customers and addresses.

I'd like form letters for all customers that meet specific criteria
perhaps a yes or X in a column.

(I assume you have your MM template created, linked to Excel table, and
saved, at start.)
Add such column (p.e. Print) into your MM source table in Excel, mark rows
you want to process with "X", save the Excel file and then start Mail Merge.
Click on Query Options button, select Print (or whatever name you did give
the filter condition column) as field, set Comparision to 'Equal To', and
enter "X" as 'Compare To'.
Now proceed with mail merge - only rows with "X" in Print column of your
Excel table are processed.

PS. You can have several condition - for different columns, or for same
column, or for different columns one or several conditions on each.

 

[Guest]

Hi,

Merge scenarios from another worksheet


It is easier to merge scenarios (scenario: A named set of input values that
you can substitute in a worksheet model.) when all what-if (what-if analysis:
A process of changing the values in cells to see how those changes affect the
outcome of formulas on the worksheet. For example, varying the interest rate
that is used in an amortization table to determine the amount of the
payments.) models on the worksheets are identical.

All changing cells on the source worksheet must refer to the corresponding
changing cells on the active worksheet. Microsoft Excel copies all scenarios
on the source sheet to the active worksheet.

1. Open all of the workbooks that contain the scenarios you want to merge.
2. Switch to the worksheet where you want to merge the scenarios.
3. On the Tools menu, click Scenarios.
4. Click Merge.
5. In the Book box, click a workbook name.
6. In the Sheet box, click the name of a worksheet that contains the
scenarios you want to merge, and then click OK.
7. Repeat this process if you want to merge scenarios from more worksheets.

Challa Prabhu

 

[Gord Dibben]

I would recommend Word for mail-merging, but John Walkenbach has an
Excel-only mail merge method you could use.

http://www.j-walk.com/ss/excel/tips/tip92.htm


Gord Dibben MS Excel MVP