Page 1 of 2 12 LastLast
Results 1 to 15 of 20
  1. #1
    New Lounger
    Join Date
    Jul 2015
    Posts
    7
    Thanks
    0
    Thanked 0 Times in 0 Posts

    One Excel file to many Word files

    Hello All,

    So I have an urgent matter that I need to fix asap for work. We just implemented a new sql based software for our company and our shipping manager no longer has the ability to batch print all of the delivery slips he needs. So we have a report he will easily pull every morning with that days orders and it will have the same column names every day however each individual row is a different customer. I need to find a way to take each individual row and throw the data from the columns into predetermined fields in a word template using those column names and save to a local file on his computer for printing. The problem is I can do this for one row at a time but I cant figure out how to do the whole table.

    What would be the easiest way to do this?

  2. #2
    Bronze Lounger
    Join Date
    Jan 2001
    Location
    La Jolla, CA
    Posts
    1,468
    Thanks
    30
    Thanked 61 Times in 57 Posts
    Could you post a sample file? Is the file an Excel file? On the surface, it sounds like a mail merge.

  3. #3
    Silver Lounger Charles Kenyon's Avatar
    Join Date
    Jan 2001
    Location
    Sun Prairie, Wisconsin, Wisconsin, USA
    Posts
    2,048
    Thanks
    124
    Thanked 119 Times in 116 Posts
    Charles Kyle Kenyon
    Madison, Wisconsin

  4. #4
    New Lounger
    Join Date
    Jul 2015
    Posts
    7
    Thanks
    0
    Thanked 0 Times in 0 Posts
    I have tried mailmerge, its a singular use item and doesnt distinguish individual rows as the supplying factors as far as I could tell. As an example the first row would have such information as customer ID number, address, products ordered, price, phone number etc. The second row and subsequent rows afterwards would be identical however they would be populated with data that relates to that patient. I need the one excel file to have this data pulled from.

  5. #5
    Super Moderator RetiredGeek's Avatar
    Join Date
    Mar 2004
    Location
    Manning, South Carolina
    Posts
    9,433
    Thanks
    371
    Thanked 1,456 Times in 1,325 Posts
    kazukokat,

    You need to add the Next Record field to the end of your form then do your mail merge. HTH
    May the Forces of good computing be with you!

    RG

    PowerShell & VBA Rule!

    My Systems: Desktop Specs
    Laptop Specs

  6. #6
    New Lounger
    Join Date
    Jul 2015
    Posts
    7
    Thanks
    0
    Thanked 0 Times in 0 Posts
    RetiredGeek,

    Please read the main question over again. I am using one record for the containment of all the data and I need it to output to several copies of the template I have created of course with each copy being differing in that they contain a different row of data

  7. #7
    Super Moderator RetiredGeek's Avatar
    Join Date
    Mar 2004
    Location
    Manning, South Carolina
    Posts
    9,433
    Thanks
    371
    Thanked 1,456 Times in 1,325 Posts
    Quote Originally Posted by kazukokat93 View Post
    RetiredGeek,

    Please read the main question over again. I am using one record for the containment of all the data and I need it to output to several copies of the template I have created of course with each copy being differing in that they contain a different row of data
    Your statement above is somewhat confusing as when working with records in Mail Merge one Row = one Record. If your excel file has multiple rows per record you need to rethink your process, at least as I understand mail merge and the reading of your problem. Some sample data would be most useful in eliminating any confusion about how things are structured. HTH
    May the Forces of good computing be with you!

    RG

    PowerShell & VBA Rule!

    My Systems: Desktop Specs
    Laptop Specs

  8. #8
    Super Moderator
    Join Date
    May 2002
    Location
    Canberra, Australian Capital Territory, Australia
    Posts
    5,054
    Thanks
    2
    Thanked 417 Times in 346 Posts
    Quote Originally Posted by kazukokat93 View Post
    Please read the main question over again. I am using one record for the containment of all the data and I need it to output to several copies of the template I have created of course with each copy being differing in that they contain a different row of data
    Perhaps you should pay more attention to the advice given instead of suggesting your well-informed adviser should read the question again.

    The task description you've provided is one that is well suited to mailmerge (label or letters), with the output going to a new document.
    Cheers,

    Paul Edstein
    [MS MVP - Word]

  9. #9
    New Lounger
    Join Date
    Jul 2015
    Posts
    7
    Thanks
    0
    Thanked 0 Times in 0 Posts
    I dont need one document created from mail merge, I need many documents each document being different. I have tried doing this with mail merge and it hasnt worked. I apologize for being rash but regardless I still dont understand what I am supposed to do with mail merge in order to resolve my issue

    I looked at next record and it said it goes to the next record down in the excel file and pulls the data requested. That doesnt help my question as far as I can tell because what I need to do is automatically create another delivery slip from each record not just a continuous one. Please correct me if I am interpreting this incorrectly

    Untitled.png

    Here is an example of the excel file I was provided with. The template docx or dotx file is just our delivery slip which I can map whatever you guys suggest
    Last edited by macropod; 2015-07-20 at 17:51. Reason: Three consecutive posts merged

  10. #10
    Super Moderator RetiredGeek's Avatar
    Join Date
    Mar 2004
    Location
    Manning, South Carolina
    Posts
    9,433
    Thanks
    371
    Thanked 1,456 Times in 1,325 Posts
    Kazukokat,

    Ok, your data file looks fine. Now can you provide a copy of what you want the shipping labels to look like. Use field names vs the actual data.
    May the Forces of good computing be with you!

    RG

    PowerShell & VBA Rule!

    My Systems: Desktop Specs
    Laptop Specs

  11. #11
    Super Moderator RetiredGeek's Avatar
    Join Date
    Mar 2004
    Location
    Manning, South Carolina
    Posts
    9,433
    Thanks
    371
    Thanked 1,456 Times in 1,325 Posts
    Kasukokat,

    Could you please attach the actual file we can work out the mappings from the headings hopefully. We can't see what you actually want as the footer shows page 1 or 2 and we can't see what is on page 2. You mentioned multiple copies w/different data.
    May the Forces of good computing be with you!

    RG

    PowerShell & VBA Rule!

    My Systems: Desktop Specs
    Laptop Specs

  12. #12
    New Lounger
    Join Date
    Jul 2015
    Posts
    7
    Thanks
    0
    Thanked 0 Times in 0 Posts
    Basically this one file will be populated and saved by each individual row over the span of the document. Essentially whether its 5 or 500 I need to set up something to automatically do this for someone that is not technically savvy what so ever.

  13. #13
    Silver Lounger Charles Kenyon's Avatar
    Join Date
    Jan 2001
    Location
    Sun Prairie, Wisconsin, Wisconsin, USA
    Posts
    2,048
    Thanks
    124
    Thanked 119 Times in 116 Posts
    Quote Originally Posted by kazukokat93 View Post
    Only the the first page is the one that needs to be mapped.

    https://drive.google.com/file/d/0B_D...ew?usp=sharing

    Thats the link to the file, I cant find where to upload it in this forum
    To attach a file, click on the Go Advanced button and then on the paperclip icon.
    Charles Kyle Kenyon
    Madison, Wisconsin

  14. #14
    New Lounger
    Join Date
    Jul 2015
    Posts
    7
    Thanks
    0
    Thanked 0 Times in 0 Posts
    RESP_DP.pdf

    Here is the file, thank you

  15. #15
    Super Moderator
    Join Date
    May 2002
    Location
    Canberra, Australian Capital Territory, Australia
    Posts
    5,054
    Thanks
    2
    Thanked 417 Times in 346 Posts
    If you actually require a separate document for each record, as distinct from a single document with a separate page or label for each record, you can still use a mailmerge - all you need do is to drive it with the Send Mailmerge Output to Individual Files macro in my Word Mailmerge Tips & Tricks thread (http://windowssecrets.com/forums/sho...ips-amp-Tricks) - it's a Sticky thread at the top of this forum.
    Cheers,

    Paul Edstein
    [MS MVP - Word]

Page 1 of 2 12 LastLast

Tags for this Thread

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •