I have a Word document which I use for Mailings and it is linked to an Excel file.
Lets say that this Excel file contains a Code (FA139, FA140, etc.) and I would like that the Word Document replaces the code with a string of text every time within the mailing feature. This means, that when I click next, it shall get the code from the Excel File and replace it with the text.
It is not purpose of the question to modify the excel file, but do all necessary changes (if possible) in the Word file.
All you need is a series of fields in Word coded along the lines of:
{IF{MERGEFIELD Code}= "FA139" "Green"}{IF{MERGEFIELD Code}= "FA140" "Blue"}
or:
{IF«Code»= "FA139" "Green"}{IF«Code»= "FA140" "Blue"}
where 'Code' is the field name.
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); 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.
Related
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.
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.
I want match the data via "Vlookup"
But in spanish case,
There is a match error casue a little bit in contents name.
I want match the name "BegoñaOlavide" via "vlookup"
But although there are same keyword in displaying,
One some have a 'Begon´aOlavide' data, so that mismatched
how can I handle with that's discordant keyword to same word contents
And i attatch more case,
There are same in display, but
when i select the colomn, one is transfered another mark the third sample.
I don't know why each same display mark have a diffrent word,
and don't know when The one was changed exaclty,
In my dashboard, I would like for the user to have the option to filter a specific field by selecting an Execl/CSV file from their computer that has all the values for that field.
I am thinking that I can have a button that would prompt the user to select the file that contains all of these values. My problem is how would I have the dashboard read all these values and then filter the field that the values correspond to?
The short answer is - you can't
A bit of workaround is to to use the compound search to select multiple specified values in a field. For example if you have Country field which contains list of countries you can select more than one by start searching in the list box and paste the values you want to select in the following format: (Austria|Germany) In this case you should provide this list instead csv (if possible) and the user need to copy paste the search criteria.
Another possible solution is to have an Qlikview extension that can do the same for you. The extension will read the file and select the values.
Update:
Using the compound search and a bit of a variable logic might lead you to the same result. Please check this post for more info
So in a picker in eWam / wynsure the field usually gets passed directly to some sort of OQL statement.
Hence, if I want to search for a field whose value ends in "asdf", I enter "%asdf" into the picker field.
My question is thus: from the picker, is there anyway to specify 'I want all entries that end in "asdf" OR "qwer"'?
If not, I would recommend that this become a feature as it would be very useful to be able to enter all that right in the text field.
There is currently no way to search multiple strings in a single field beyond using wildcards. One can do this easily by creating multiple fields in the picker.
Alternatively one could customize the picker as follows:
use a presearch string (that the user fills out),
parse that string for some element (like a pipe),
Break the string up and put each part in to off screen search variables.
You are still using multiple fields, but the user get's a different experience. Keep in mind the dangers of parsing out the user input, using something like or would work out very badly splitting up words, & could show up in a company name...