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Mail Merging from Excel to Excel

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febsky - Jul 26, 2011 at 11:18 AM
rizvisa1 Posts 4478 Registration date Thursday January 28, 2010 Status Contributor Last seen May 5, 2022 - Jul 30, 2011 at 04:29 PM
Hello and Good morning Everyone.

I will appreciate your expertise on this question because I have tried attempting several avenues and still didn't work.

What I am trying to do is the mailmerge an excel form using the data from another excel file.

I have a list of names, with their room numbers, acct. numbers, birthdays, and addresses in an excel file. (roster.xls).

Every week, I had to print several excel forms that has their Names, rooms, and account numbers (like exercise log sheet - one sheet per name). So far, what I am doing is painfully typing each name and each room number per page. I have 58 names in my roster and I have a good 10 various forms.

I was trying the re-create the form in WORD so I can mailmerge, but WORD is not as flexible as excel.

I was wondering if I can Mailmerge from excel (roster.xls), to the various forms I need to print on a weekly basis without me re-typing the same names again and again every week.

Thank you so much for taking time in answering this question.

Have a great day! :-)


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2 responses

Answer 1 / 2
rizvisa1 Posts 4478 Registration date Thursday January 28, 2010 Status Contributor Last seen May 5, 2022 766
Jul 28, 2011 at 04:04 PM
Could you post a sample book at some shared site with some sample data and post back the link to file here
febsky
Jul 29, 2011 at 07:21 PM
Thank you for replying Rizvisa1. My goal is to update only 1 file and the rest of the forms will abide by the roster files.

Ok, here are the sample files.

This is the main roster. I keep this updated every time we have a new resident or a resident leaves.
https://spreadsheets.google.com/spreadsheet/ccc?key=0At5Tap5MzrVHdE1COTc5RWczUzY3ZF9FUFNtLVZrUWc&hl=en_US

There are several worksheets that I need to be updated on a weekly and monthly basis. SO just imagine how taxing retyping the info.

If it is possible to mailmerge from excel to excel, then every change I do to the main roster will reflect on the other forms and that will help me a lot.

Here are the sample excel forms that I need to retype


diaper
https://spreadsheets.google.com/spreadsheet/ccc?key=0At5Tap5MzrVHdFRFM2kxZXJGUzhPRldta2ZPWFNaS1E&hl=en_US


exercise
https://spreadsheets.google.com/spreadsheet/ccc?key=0At5Tap5MzrVHdHo2UFBYSXdzY0NFZU9JYXZkZ0IzeGc&hl=en_US

daily flow sheet
https://spreadsheets.google.com/spreadsheet/ccc?key=0At5Tap5MzrVHdDNBV3ZFSWI3Qy00MjdTV1I3MmhBbHc&hl=en_US


pain assess
https://spreadsheets.google.com/spreadsheet/ccc?key=0At5Tap5MzrVHdElqU3ZBMTIyalVaUjZWeU1mamdDOWc&hl=en_US

pain assess flow

https://spreadsheets.google.com/spreadsheet/ccc?key=0At5Tap5MzrVHdHJGX1MwZ3ZEbnNja2IzOHJWcUFiRmc&hl=en_US
Answer 2 / 2
febsky
Jul 29, 2011 at 07:26 PM
Thank you so much Rizvisa1 for answering my question.

Here's the main roster:

https://spreadsheets.google.com/spreadsheet/ccc?key=0At5Tap5MzrVHdE1COTc5RWczUzY3ZF9FUFNtLVZrUWc&hl=en_US


Then these are SOME of the forms I need to update every week or every month.
1 form 1 resident.


diaper
https://spreadsheets.google.com/spreadsheet/ccc?key=0At5Tap5MzrVHdFRFM2kxZXJGUzhPRldta2ZPWFNaS1E&hl=en_US


exercise
https://spreadsheets.google.com/spreadsheet/ccc?key=0At5Tap5MzrVHdHo2UFBYSXdzY0NFZU9JYXZkZ0IzeGc&hl=en_US

daily flow sheet
https://spreadsheets.google.com/spreadsheet/ccc?key=0At5Tap5MzrVHdDNBV3ZFSWI3Qy00MjdTV1I3MmhBbHc&hl=en_US


pain assess
https://spreadsheets.google.com/spreadsheet/ccc?key=0At5Tap5MzrVHdElqU3ZBMTIyalVaUjZWeU1mamdDOWc&hl=en_US

pain assess flow

https://spreadsheets.google.com/spreadsheet/ccc?key=0At5Tap5MzrVHdHJGX1MwZ3ZEbnNja2IzOHJWcUFiRmc&hl=en_US


If I can mail merge them, it would be quicker for me to do my work :-)

Thank you! Thank you! Thank you!
rizvisa1 Posts 4478 Registration date Thursday January 28, 2010 Status Contributor Last seen May 5, 2022 766
Jul 30, 2011 at 04:29 PM
I just had a look at roster and diaper and nurse assistant files. I am not still clear what you want to do. If you could explain your manual steps in detail and what you want to automate, some one might be able to help. Right now at least I have clueless in what what you want to do. Are you only interested in printing for each name in roster file, all other sheets with only name being auto populated ?

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