Mailmerge - Percent in Excel Sheet converts to decmail in word document - excel

I have an excel sheet that contains percentages. When doing the mail merge, it brings in the percentage as a decimal. I am sure this has been asked before which is why I have researched and tried multiple methods without success.
Currently, a field in excel that shows 60%, will display as 0.599999 in the word document:
When I use the following it rounds the field to 1%:
{MERGEFIELD Payout2 \# ##%}
When I follow the steps below:
select your mergefield, which will look something like «Percent»;
press Ctrl-F9 to wrap another field around it, thus { «Percent» };
edit the field so that you get {=«Percent»*100 \# 0.00%};
position the cursor anywhere in this field and press F9 to update it;
run your mailmerge.
It actuallys changes the field to 60.00% in the word document, which is strange. It should just display the mergefield statement. It's almost like it already picks up the first field from the linked excel document even though I have not ran the merge. Also, when I do actually run the merge, on the last row I get a 5852 error and the field that showed 60.00% now shows !Syntax Error, *
I have a code that automatically creates the documents as the excel sheet has multiple rows. If I leave the payout field as is and not try to adjust it to fix the format, I get no errors (Just the decimal that I don't want).
If its not possible to convert this to a percentage that is fine, at least to a whole number. 60% to 60, so I can add the % symbol manually at the end.
Let me know what additional information is necessary.

You're missing something in your method. Select the entire merge field before F9 to add another.
Your merge field should look like:
Note the braces around the original MERGEFIELD Payout (and you don't type those in manually
If you've done that, in order to go back to see the original merge fields after you've done a preview, you need to select toggle field codes twice. After the first, you'll see the result of the last import into the Payout field, and after the second toggle you'll see the original Payout field code.

Related

Generate a report based on check box choices

I am trying to add check boxes to a simple data entry form (I didn't use VBA) to monitor defect types. The problem that I am facing right now is that if an user select more than one check box (there are 15 different check boxes options), I would like to see the chosen options in different cells. I was trying to use the following formula for the each of 15 options:
=if(a1=TRUE,"Name of the defect","")
and then using this other formula to see the name of the defect:
=concatenate(a1,a2,a3,a4,a5,a6,a7,a8,a9,a10,a11,a12,a13,a14,a15,a15)
And this works fine if the person only selected only one defect type, but the problem is that if someone selects more than one type, it will appear: "Defect type1Defect type2". I was thinking to add commas but I would like to see those defect types in other cells instead of having all errors listed inside the same cell. What do you suggest me?

Is there a way to search multiple keywords in a Saved Search on NetSuite?

I am creating a Saved Search for my team where users can filter by different parameters but the most important one is a ‘Keyword’ field where we have multiple text strings separated by commas. Eg: One could be (Horses, Apples, Cows, Carrots, Balloons) and another could be (Apples, Cake, Silver, Horses, Bananas)
I want to be able to use the free text search field to look up all rows where I can find a relevant entry.
Eg. Let’s say I type “Apples” and “Horses”. I want to see all entries where these are found together.
I have tried setting the criteria to “Contains” but can’t seem to use operators in the input field. I have also tried to use expressions but got You cannot use an expression builder criteria filter as an available filter" as an error.
I’m not familiar with NetSuite but willing to learn. I was able to create this in Google Sheets. Since we already store our information on NS already, I want to find a way to do it there. Is there a way to achieve this?
Thank you.
When you create the saved search, you can just specify a default value that will be used in the initial search load (e.g. contains Apples). In the Available Filters tab, select the same filter and check Show in Filter Region.
When users run the saved search, they can change the criteria by typing into the field and pressing Tab after (if you press Enter instead of Tab, the results will be downloaded into a CSV file instead of being displayed in the page). In your example, they should type 'apples%horses' then press Tab.
Additional reference: https://www.sikich.com/insight/using-formula-values-as-available-filters-in-netsuite-saved-searches/
Update:
Use 'has keywords' instead of 'contains' in the filter. When viewing the results, separate keywords with a comma. Example: 'apples, horses'

How to use mailmerge macro from excel to word with a click of a button in the excel sheet

I am trying to create a code which will be executed with a click of a button in the excel sheet and will ask me for an input of a cell value in excel which will then take all the data from that cell's row and insert it accordingly in the word template where the mail merge tags are.
for example :
I have data like this in my excel sheet :
ID(A1), Name(B1), Last Name(C1), Country(D1), Date(E1)
378232625(A2), John(B2), Smith(C2), United States(D2), 29/02/2020(E2)
322783145(A3), Joshua(B3), Brand(C3), United States(D3), 27/02/2020(E3)
I want to have a button which will ask for an ID input and will then take all the other info of that person and place it in the word template in the correct place.
For example:
When a user runs the code it will pop up an input box and it will ask him to type an ID,
for example: 322783145
it will then check where the ID is placed(which row in A column) in the excel sheet which is A3 for this example and will pull the rest of this person's information into the word template I have created beforehand.(ID, Name, Last Name, Country and Date).
Later on I want to be able to automatically save it to pdf as well with the same button but first I want this to work.
Thanks in advance :D
You don't need VBA for this with the question as originally posted - simply use a SKIPIF field coded as:
{SKIPIF{MERGEFIELD ID}<> {FILLIN "Which ID do you want?" \o}}
or:
{SKIPIF«ID»<> {FILLIN "Which ID do you want?" \o}}
where 'ID' is the name of the data field in Excel you want to the merge to process.
With that, only the record containing that ID will be processed. No VBA required.
Note: The field brace pairs (i.e. '{ }') for the above example are all created in the document itself, via Ctrl-F9 (Cmd-F9 on a Mac or, if you’re using a laptop, you might need to use Ctrl-Fn-F9); you can't simply type them or copy & paste them from this message. Nor is it practical to add them via any of the standard Word dialogues. Likewise, the chevrons (i.e. '« »') are part of the actual mergefields - which you can insert from the 'Insert Merge Field' dropdown (i.e. you can't type or copy & paste them from this message, either). The spaces represented in the field constructions are all required.
I see that you've added two new requirements, viz:
the mailmerge to be run from a button in Excel; and
for it "to be able to automatically save it to pdf as well".
You really shouldn't move the goal posts this way. Nor should you ask ask multiple distinct questions in the same thread. For code to run a merge from Excel (and send the output to PDF), see Run a Mailmerge from Excel, Sending the Output to Individual Files in the Mailmerge Tips & Tricks thread at: https://www.msofficeforums.com/mail-merge/21803-mailmerge-tips-tricks.html. Of course, once you get into using a macro such as this, you will need to add the logic for the ID selection to that code. Ask in a separate thread if you can't figure that out.

SharePoint 2013 Calculated Field not working all the time

I have a form where I need to include a calculated field. I made a very simple test using a calculated field where the formula is "=ID". I just want to confirm that the value I'm getting in the view is the same as the ID of the record in the list.
I press NEW and create a new record. Then when I see the new record in the view, the first column is the ID (let's say 11), then some proper fields form the form and finally the calculated field that instead of showing me the value 11, it shows 0.
Then I follow the following steps:
I go to Settings, List Settings
Click on the calculated field to edit it (only edit it with no modifications) and press on OK (no modifications to the calculated field at all)
Go back to the list of records and now the calculated value shows me the value 11
I google it but no solution.. there is someone say that this issue is from the column ID, it mean 'when you initially save the item is that there is no value for "ID" yet' !
and this isn't my state, the column id is incremented normally when add new item.
Anyone can help me to identify with the calculated field does not shows 11 automatically after the record is saved?
or by follow another solution like using a workflow 2013..
Thanks a lot
You can not use [ID] in a Calculated Column formula.
I won't bother with the long technical explanation...
If it was possible, Microsoft would have added it to the list of Fields you can select when writing a Formula.
Workaround is to make a simple SharePoint Designer Workflow which kicks off on Item creation and saves the ID value to another Column.
You can then use that Column in your Calculated Formulas
If you're doing anything front-end.. jQuery.. CSR/JSlink.. the ID value is available in the attribute id of the Item TableRow (TR) as x,id,y
so you can get the id with
var ID={element}.getAttribute('id')[1]
Update #1 - example code used:
="<a href='/sites/ru1/Lists/ao26c/DispForm.aspx?ID='
target='_blank'><img src= '_layouts/images/blank.gif'
onload= ""var row=this;
while(row.tagName!='TR'){row=row.parentNode};
this.parentNode.href+=row.‌​getAttribute('id').split(',')[1];
"">Открыть</a>"

Using VBA with Checkboxes and vLOOKUP?

I'm trying to make a small info sheet that has a drop down menu with a bunch of names. When you pick a name it automatically fills out a bunch of info on them. I also want it to have a checkbox that is checked if that person has a job. The problem I'm having calling/saving that value.
I'm trying to make it so all the saved information is on a second hidden sheet. Calling the information is easy enough. But changing it and having it save over what was previously there seems really hard.
Well, in the hidden sheet you should reserve one column with all the names and another column with two values that tells wether the person has a job or not, so say either 1/0 or Y/N.
The checkbox click/change event is what causes the column with the Y/N values to change. So I would just simply change the relevant value in the column that has al the Y/N values.

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