VBA MailMerge from Excel - Error Message waiting for OLE action - excel

Good Morning
I'm trying to clean up a macro that is behaving erraticly. It used to work - on a good day. But it throws up this error: "Microsoft Excel is waiting for another application to complete an OLE action". I've tried to clean it up (which caused all sorts of other errors, now sorted) and I'm back to being able to step through it but it again stops at above error.
What I have noticed that it used to do one certificate and then throw the error but now the error occurs straight away when it's trying to open the template. This is the line:
Set objMMMD = objWord.Documents.Open(cDir & WTempName)
objMMMD.Activate
My original thought was that the code didn't close Word cleanly but now that the error is so early, that can't be it. I don't have Word open. - Since it used to open Word before my revision, the code should be correct as well.
I can't find much on the error apart from that it seems to occur in more complicate codes due to timeout and how to suppress the message. Neither seems to be of help here.
Below the entire code. Does anybody have any idea why Excel can't open Word to do the mailmerge?
Public Sub MailMergeCert()
Dim bCreatedWordInstance As Boolean
Dim objWord As Word.Application
Dim objMMMD As Word.Document
Dim FirstName As String
Dim LastName As String
Dim Training As String
Dim SeminarDate As String
Dim HoursComp As String
Dim Location As String
Dim Objectives As String
Dim Trainer As String
Dim cDir As String
Dim ThisFileName As String
'Your Sheet names need to be correct in here
Dim sh1 As Worksheet
Set sh1 = ActiveWorkbook.Sheets("Ultrasound")
Dim r As Long
r = 2
FirstName = sh1.Cells(r, 1).Value
LastName = sh1.Cells(r, 2).Value
Training = sh1.Cells(r, 3).Value
SeminarDate = Format(sh1.Cells(r, 4).Value, "d mmmm YYYY")
HoursComp = sh1.Cells(r, 5).Value
Location = sh1.Cells(r, 6).Value
Objectives = sh1.Cells(r, 7).Value
Trainer = sh1.Cells(r, 8).Value
'Setup filenames
Const WTempName = "Certificate_Ultrasound_2017.docx" 'Template name
'Data Source Location
cDir = ActiveWorkbook.Path + "\" 'Change if required
ThisFileName = ThisWorkbook.Name
On Error Resume Next
'Create Word instance
bCreatedWordInstance = False
Set objWord = CreateObject("Word.Application")
If objWord Is Nothing Then
Err.Clear
Set objWord = CreateObject("Word.Application")
bCreatedWordInstance = True
End If
If objWord Is Nothing Then
MsgBox "Could not start Word"
Err.Clear
On Error GoTo 0
Exit Sub
End If
' Let Word trap the errors
On Error GoTo 0
' Set to True if you want to see the Word Doc flash past during construction
objWord.Visible = False
'Open Word Template
Set objMMMD = objWord.Documents.Open(cDir & WTempName)
objMMMD.Activate
'Merge the data
With objMMMD
.MailMerge.OpenDataSource Name:=cDir & ThisFileName, _
sqlstatement:="SELECT * FROM `Ultrasound$`" ' Set this as required
lastrow = Sheets("Ultrasound").Range("A" & Rows.Count).End(xlUp).Row
For r = 2 To lastrow
If IsEmpty(Cells(r, 11).Value) = False Then GoTo nextrow
With objMMMD.MailMerge 'With ActiveDocument.MailMerge
.Destination = wdSendToNewDocument
.SuppressBlankLines = True
With .DataSource
.FirstRecord = r - 1
.LastRecord = r - 1
.ActiveRecord = r - 1
End With
.Execute Pause:=False
End With
'Save new file PDF
Dim UltrasoundCertPath As String
UltrasoundCertPath = "C:\Users\305015724\Documents\ApplicationsTraining\2016\Ultrasound\"
Dim YYMM As String
YYMM = Format(sh1.Cells(r, 16).Value, "YYMM")
Dim NewFileNamePDF As String
NewFileNamePDF = YYMM & "_" & sh1.Cells(r, 3).Value & "_" & sh1.Cells(r, 7).Value '& ".pdf" 'Change File Name as req'd"
objWord.ActiveDocument.ExportAsFixedFormat UltrasoundCertPath & NewFileNamePDF, ExportFormat:=wdExportFormatPDF
nextrow:
Next r
End With
' Close the Mail Merge Main Document
objMMMD.Close savechanges:=wdDoNotSaveChanges
Set objMMMD = Nothing
If bCreatedWordInstance Then
objWord.Quit
End If
Set objWord = Nothing
Cells(r, 11).Value = Date
0:
Set objWord = Nothing
End Sub

Try changing
cDir = ActiveWorkbook.Path + "\"
To
cDir = ActiveWorkbook.Path & "\"
Does that make a difference. Also try printing the cDir if its what expect.
Try message box the cDir to check the path.
MsgBox(cDir, vbOKOnly, "Testing cDir")

Related

Extract comments from multiple word docs into Excel

I'm trying to loop through all word documents in a folder and put all the comments for each file into an Excel workbook.
When I run my code I get the following error "Run-time error '91' Object variable or With block Variable not set.
The code only gets comments from the first file in the directory, then errors, it's not looping.
I've looked at numerous websites and found plenty of references for extracting comments into excel, but not for all word files in a directory.
https://answers.microsoft.com/en-us/msoffice/forum/all/export-word-review-comments-in-excel/54818c46-b7d2-416c-a4e3-3131ab68809c
https://www.mrexcel.com/board/threads/extracting-comments-from-word-document-to-excel.1126759/
This website looked promising for what I need to do, but no one answered his question
Extracting data from multiple word docs to single excel
I updated the code to open each word file, but I get the following error: Run-time error '5': Invalid procedure call or argument
It appears to open each word document but doesn't populate the excel sheet with the comments.
UPDATED CODE:
'VBA List all files in a folder using Dir
Private Sub LoopThroughWordFiles()
'Variable Declaration
Dim sFilePath As String
Dim sFileName As String
Dim i As Integer, HeadingRow As Integer
Dim objPara As Paragraph
Dim objComment As Comment
Dim strSection As String
Dim strTemp
Dim myRange As Range
'Specify File Path
sFilePath = "C:\CommentTest"
'Check for back slash
If Right(sFilePath, 1) <> "\" Then
sFilePath = sFilePath & "\"
End If
'Create an object for Excel.
Set xlApp = CreateObject("Excel.Application")
xlApp.Visible = True
'Create a workbook
Set xlWB = xlApp.Workbooks.Add
'Create Excel worksheet
With xlWB.Worksheets(1)
' Create Heading
HeadingRow = 1
.Cells(HeadingRow, 1).Formula = "File Name"
.Cells(HeadingRow, 2).Formula = "Comment"
.Cells(HeadingRow, 3).Formula = "Page"
.Cells(HeadingRow, 4).Formula = "Paragraph"
.Cells(HeadingRow, 5).Formula = "Comment"
.Cells(HeadingRow, 6).Formula = "Reviewer"
.Cells(HeadingRow, 7).Formula = "Date"
strSection = "preamble" 'all sections before "1." will be labeled as "preamble"
strTemp = "preamble"
xlRow = 1
sFileName = Dir(sFilePath)
MsgBox ("sFileName: " + sFileName)
MsgBox ("sFilePath: " + sFilePath)
vFile = Dir(sFilePath & "*.*")
Do While sFileName <> ""
Set oDoc = Documents.Open(Filename:=sFilePath & vFile)
For i = 1 To ActiveDocument.Comments.count
Set myRange = ActiveDocument.Comments(i).Scope
strSection = ParentLevel(myRange.Paragraphs(1)) ' find the section heading for this comment
'MsgBox strSection
.Cells(i + HeadingRow, 1).Formula = ActiveDocument.Comments(i).Index
.Cells(i + HeadingRow, 2).Formula = ActiveDocument.Comments(i).Reference.Information(wdActiveEndAdjustedPageNumber)
.Cells(i + HeadingRow, 3).Value = strSection
.Cells(i + HeadingRow, 4).Formula = ActiveDocument.Comments(i).Range
.Cells(i + HeadingRow, 5).Formula = ActiveDocument.Comments(i).Initial
.Cells(i + HeadingRow, 6).Formula = Format(ActiveDocument.Comments(i).Date, "MM/dd/yyyy")
.Cells(i + HeadingRow, 7).Formula = ActiveDocument.Comments(i).Range.ListFormat.ListString
Next i
'- CLOSE WORD DOCUMENT
oDoc.Close SaveChanges:=False
vFile = Dir
'Set the fileName to the next available file
sFileName = Dir
Loop
End With
Set xlApp = Nothing
Set xlApp = CreateObject("Excel.Application")
End Sub
Function ParentLevel(Para As Word.Paragraph) As String
'From Tony Jollans
' Finds the first outlined numbered paragraph above the given paragraph object
Dim sStyle As Variant
Dim strTitle As String
Dim ParaAbove As Word.Paragraph
Set ParaAbove = Para
sStyle = Para.Range.ParagraphStyle
sStyle = Left(sStyle, 4)
If sStyle = "Head" Then
GoTo Skip
End If
Do While ParaAbove.OutlineLevel = Para.OutlineLevel
Set ParaAbove = ParaAbove.Previous
Loop
Skip:
strTitle = ParaAbove.Range.Text
strTitle = Left(strTitle, Len(strTitle) - 1)
ParentLevel = ParaAbove.Range.ListFormat.ListString & " " & strTitle
End Function
This version of the Excel macro outputs all the document comments to the active worksheet(starting at row 1), with the filenames in column A.
Sub ImportComments()
'Note: this code requires a reference to the Word object model.
'See under the VBE's Tools|References.
Application.ScreenUpdating = False
Dim strFolder As String, strFile As String, StrCmt As String, StrTmp As String, i As Long, j As Long
StrCmt = Replace("File,Page,Author,Date & Time,H.Lvl,Commented Text,Comment,Reviewer,Resolution,Date Resolved,Edit Doc,Edit By,Edit Date", ",", vbTab)
strFolder = GetFolder: If strFolder = "" Then Exit Sub
Dim wdApp As New Word.Application, wdDoc As Word.Document
wdApp.DisplayAlerts = False: wdApp.WordBasic.DisableAutoMacros
strFile = Dir(strFolder & "\*.doc", vbNormal)
While strFile <> ""
Set wdDoc = wdApp.Documents.Open(Filename:=strFolder & "\" & strFile, AddToRecentFiles:=False, ReadOnly:=True, Visible:=False)
With wdDoc
If .Comments.Count > 0 Then
' Process the Comments
For i = 1 To .Comments.Count
StrCmt = StrCmt & vbCr & Split(strFolder, ".doc")(0) & vbTab
With .Comments(i)
StrCmt = StrCmt & .Reference.Information(wdActiveEndAdjustedPageNumber) & _
vbTab & .Author & vbTab & .Date & vbTab
With .Scope.Paragraphs(1).Range
StrCmt = StrCmt & _
.GoTo(What:=wdGoToBookmark, Name:="\HeadingLevel").Paragraphs.First.Range.ListFormat.ListString & vbTab
With .Duplicate
.End = .End - 1
StrCmt = StrCmt & Replace(Replace(.Text, vbTab, "<TAB>"), vbCr, "<P>") & vbTab
End With
End With
With .Range.Duplicate
.End = .End - 1
StrCmt = StrCmt & Replace(Replace(.Text, vbTab, "<TAB>"), vbCr, "<P>")
End With
End With
Next
' Update the worksheet
With ActiveSheet
.Columns("E").NumberFormat = "#"
For i = 0 To UBound(Split(StrCmt, vbCr))
StrTmp = Split(StrCmt, vbCr)(i)
For j = 0 To UBound(Split(StrTmp, vbTab))
.Cells(i + 1, j + 1).Value = Split(StrTmp, vbTab)(j)
Next
Next
.Columns("A:M").AutoFit: .Columns("D:E").ColumnWidth = 25
End With
End If
.Close SaveChanges:=False
End With
strFile = Dir()
Wend
wdApp.Quit
' Tell the user we're done.
MsgBox "Finished.", vbOKOnly
' Release object memory
Set wdDoc = Nothing: Set wdApp = Nothing
Application.ScreenUpdating = True
End Sub
Function GetFolder() As String
Dim oFolder As Object
GetFolder = ""
Set oFolder = CreateObject("Shell.Application").BrowseForFolder(0, "Choose a folder", 0)
If (Not oFolder Is Nothing) Then GetFolder = oFolder.Items.Item.Path
Set oFolder = Nothing
End Function
Try the following Excel macro. It loops through all Word documents in the selected folder, adding the comments from each commented document to new worksheets in the active workbook.
Sub ImportComments()
'Note: this code requires a reference to the Word object model.
'See under the VBE's Tools|References.
Application.ScreenUpdating = False
Dim strFolder As String, strFile As String, StrCmt As String, StrTmp As String, i As Long, j As Long
strFolder = GetFolder: If strFolder = "" Then Exit Sub
Dim wdApp As New Word.Application, wdDoc As Word.Document, xlWkSht As Worksheet
wdApp.DisplayAlerts = False: wdApp.WordBasic.DisableAutoMacros
strFile = Dir(strFolder & "\*.doc", vbNormal)
While strFile <> ""
Set wdDoc = wdApp.Documents.Open(Filename:=strFolder & "\" & strFile, AddToRecentFiles:=False, ReadOnly:=True, Visible:=False)
With wdDoc
If .Comments.Count > 0 Then
StrCmt = Replace("Page,Author,Date & Time,H.Lvl,Commented Text,Comment,Reviewer,Resolution,Date Resolved,Edit Doc,Edit By,Edit Date", ",", vbTab)
' Process the Comments
For i = 1 To .Comments.Count
With .Comments(i)
StrCmt = StrCmt & vbCr & .Reference.Information(wdActiveEndAdjustedPageNumber) & _
vbTab & .Author & vbTab & .Date & vbTab
With .Scope.Paragraphs(1).Range
StrCmt = StrCmt & _
.GoTo(What:=wdGoToBookmark, Name:="\HeadingLevel").Paragraphs.First.Range.ListFormat.ListString & vbTab
With .Duplicate
.End = .End - 1
StrCmt = StrCmt & Replace(Replace(.Text, vbTab, "<TAB>"), vbCr, "<P>") & vbTab
End With
End With
With .Range.Duplicate
.End = .End - 1
StrCmt = StrCmt & Replace(Replace(.Text, vbTab, "<TAB>"), vbCr, "<P>")
End With
End With
Next
'Add a new worksheet
Set xlWkSht = .Worksheet.Add
' Update the worksheet
With xlWkSht
.Name = Split(strFile, ".doc")(0)
.Columns("D").NumberFormat = "#"
For i = 0 To UBound(Split(StrCmt, vbCr))
StrTmp = Split(StrCmt, vbCr)(i)
For j = 0 To UBound(Split(StrTmp, vbTab))
.Cells(i + 1, j + 1).Value = Split(StrTmp, vbTab)(j)
Next
Next
.Columns("A:L").AutoFit: .Columns("E:F").ColumnWidth = 25
End With
End If
.Close SaveChanges:=False
End With
strFile = Dir()
Wend
wdApp.Quit
' Tell the user we're done.
MsgBox "Finished.", vbOKOnly
' Release object memory
Set wdDoc = Nothing: Set wdApp = Nothing: Set xlWkSht = Nothing
Application.ScreenUpdating = True
End Sub
Function GetFolder() As String
Dim oFolder As Object
GetFolder = ""
Set oFolder = CreateObject("Shell.Application").BrowseForFolder(0, "Choose a folder", 0)
If (Not oFolder Is Nothing) Then GetFolder = oFolder.Items.Item.Path
Set oFolder = Nothing
End Function

Edit and save as a PDF in a folder based on Excel information

Im having an issue, I have this Macro to make contracts, it reads the headers on my excel table where I have the information for the contracts (such as Salary, Name, branch offices) and replaces it in a word template.
Also creates a folder with name of the office where the employee works and saves the contratct as PDF with the employee name as filename; because I need to send them to their bosses.
But im having a problem, it does create all the Folders.. but it always ignores the first Branch office (I have them in alphabetical order) and then goes on fine with all the the others.
I ended up creating a new table, create a fake branch office to get the one I need saved.
Can you guys help me find the problem?
Sub CREAR_CARPETAS_X_UNIDAD()
Dim c, lRow As Long
Dim sCarpeta, sContratoModelo, sEmpresa, sNombreApellido, sUnidad As String
Dim sCarpetaUnidad As String
Dim sWord As Object
Dim wb1 As Workbook
Dim WordApp As Word.Application
Dim WordDoc As Object
Application.ScreenUpdating = False
t = Timer
lRow = Cells(Rows.Count, 1).End(xlUp).Row
sCarpeta = Application.ActiveWorkbook.Path
sContratoModelo = sCarpeta & "\CTS_NOVIEMBRE.docx"
'Create Folders for each unit
c = 2
Do
On Error Resume Next
sUnidad = UCase(Range("D" & c).Value)
MkDir sCarpeta & "/" & sUnidad
c = c + 1
Loop While Not c > lRow
'Copy Contract with the client name
Set WordApp = CreateObject("Word.Application")
c = 2
Do
sUnidad = UCase(Range("D" & c).Value)
sNombreApellido = UCase(Range("I" & c).Value)
sCarpetaUnidad = sCarpeta & "/" & sUnidad
WordApp.Visible = True
Set WordDoc = WordApp.Documents.Open(sContratoModelo)
col = 1
Do
With WordDoc.Content.Find
.Text = "OBJ_" & Cells(1, col).Value
.Replacement.Text = Cells(c, col).Value
.Wrap = wdFindContinue
.Execute Replace:=wdReplaceAll
End With
col = col + 1
Loop While Not col > 31
WordDoc.ExportAsFixedFormat OutputFileName:=sCarpetaUnidad & "\" & sNombreApellido & ".pdf", ExportFormat:=wdExportFormatPDF
WordDoc.Close SaveChanges:=wdDoNotSaveChanges
c = c + 1
Loop While Not c > lRow
Application.ScreenUpdating = True
MsgBox ((Timer - t) & " segundos")
End Sub
Are you sure you have a valid folder name for the first Branch office?
Your code could be simplified significantly:
Sub CREAR_CARPETAS_X_UNIDAD()
Application.ScreenUpdating = False
Dim c As Long, t As Single
Dim sCarpeta As String, sContratoModelo As String, sEmpresa As String
Dim sCarpetaUnidad As String, sNombreApellido As String, sUnidad As String
Dim WordApp As Word.Application, WordDoc As Word.Document
t = Timer
Set WordApp = CreateObject("Word.Application")
WordApp.Visible = True
sCarpeta = ActiveWorkbook.Path
sContratoModelo = sCarpeta & "\CTS_NOVIEMBRE.docx"
'Create Folders for each unit
For c = 2 To Cells(Rows.Count, 1).End(xlUp).Row
On Error Resume Next
sUnidad = UCase(Range("D" & c).Value)
MkDir sCarpeta & "/" & sUnidad
'Copy Contract with the client name
sNombreApellido = UCase(Range("I" & c).Value)
sCarpetaUnidad = sCarpeta & "/" & sUnidad
Set WordDoc = WordApp.Documents.Add(sContratoModelo)
With WordDoc
With .Content.Find
.Wrap = wdFindContinue
For col = 1 To 31
.Text = "OBJ_" & Cells(1, col).Value
.Replacement.Text = Cells(c, col).Value
.Execute Replace:=wdReplaceAll
Next
End With
.SaveAs Filename:=sCarpetaUnidad & "\" & sNombreApellido & ".pdf", FileFormat:=wdFormatPDF, AddToRecentFiles:=False
.Close SaveChanges:=wdDoNotSaveChanges
End With
Next
Application.ScreenUpdating = True
MsgBox ((Timer - t) & " segundos")
End Sub
You could also use an automated mailmerge. See Run a Mailmerge from Excel, Sending the Output to Individual Files in the Mailmerge Tips and Tricks page at:
https://www.msofficeforums.com/mail-merge/21803-mailmerge-tips-tricks.html

export from Excel to Word takes very long time on MAC

I have a script that exports specific range of cell from Excel to Word. Below you can see the script
Sub Export_to_Word_Mac()
Dim filename As String
Dim FolderName As String
Dim Folderstring As String
Dim FilePathName As String
Dim sh As Worksheet
Dim print_area As Range
Dim appWD As Object
Dim wddoc As Object
Dim rng As Range
Dim paragraphCount As Long
Set sh = ThisWorkbook.Sheets("Sheet1")
sh.Unprotect
sh.Rows("15:16").EntireRow.Hidden = True
For Each rng In sh.Range("B17:B26")
If rng.Value Like "wpisz zakres usług tutaj..." Then
rng.EntireRow.Hidden = True
Else
rng.EntireRow.Hidden = False
End If
Next rng
sh.Protect
FolderName = "Export"
filename = sh.Range("G4") & "_test_" & Format(Now, "dd-mm-yyyy_hhmm") & ".docx"
Folderstring = CreateFolderinMacOffice2016(NameFolder:=FolderName)
FilePathName = Folderstring & Application.PathSeparator & filename
On Error Resume Next
Set appWD = GetObject(, "Word.application")
If Err = 429 Then
Set appWD = CreateObject("Word.application")
Err.Clear
End If
Set wddoc = appWD.Documents.Add
appWD.Visible = True
With appWD.ActiveDocument.PageSetup
.TopMargin = appWD.InchesToPoints(0.5)
.BottomMargin = appWD.InchesToPoints(0.5)
.LeftMargin = appWD.InchesToPoints(0.5)
.RightMargin = appWD.InchesToPoints(0.5)
End With
'copy range to word
Set print_area = sh.Range("B1:C27")
print_area.Copy
'paste range to Word table
paragraphCount = wddoc.Content.Paragraphs.Count
wddoc.Paragraphs(paragraphCount).Range.Paste
Application.CutCopyMode = False
appWD.ActiveDocument.Tables(1).Rows.Alignment = wdAlignRowCenter
appWD.ActiveDocument.Cells.VerticalAlignment = wdCellAlignVerticalTop
'appWD.Activate
appWD.ActiveDocument.SaveAs (FilePathName)
MsgBox "Plik zostal zapisany jako: " & vbNewLine & filename & vbNewLine & _
" w nowo stworzonym " & FolderName & " w folderze: " & vbNewLine & "Library/Group Containers/UBF8T346G9.Office/"
appWD.Quit
Set wddoc = Nothing
Set appWD = Nothing
End Sub
Function CreateFolderinMacOffice2016(NameFolder As String) As String
Dim OfficeFolder As String
Dim PathToFolder As String
Dim TestStr As String
OfficeFolder = MacScript("return POSIX path of (path to desktop folder) as string")
OfficeFolder = Replace(OfficeFolder, "/Desktop", "") & _
"Library/Group Containers/UBF8T346G9.Office/"
PathToFolder = OfficeFolder & NameFolder
On Error Resume Next
TestStr = Dir(PathToFolder & "*", vbDirectory)
On Error GoTo 0
If TestStr = vbNullString Then
MkDir PathToFolder
'MsgBox "You find the new folder in this location :" & PathToFolder
End If
CreateFolderinMacOffice2016 = PathToFolder
End Function
Unfortunetely, there are a couple of issues:
It takes 1,5-2 minutes to export and save the Word file. Could you please help me to optimize the code?
I need to open Word application on my Mac to run the script. Otherwise I get Run-time error '9' (Script out of Range). The issue is with this line: Set appWD = GetObject(, "Word.application") .
The only solution I came up with is to use .CopyPicture xlScreen and paste it to Word document. I takes arpund 5 second create Word file, however the content is not editable and it is saved as image.
Option 1: Keep using Copy but optimize VBA execution
There are many options to improve speed execution in Excel VBA (see this articles for more details), but the most useful when copy-pasting is certainly to set :
Application.ScreenUpdating = False
However, since you are pasting in Word, you'd have to do the same this for the Word Application to get the maximum speed improvement:
appWD.ScreenUpdating = False
Note: Make sure to reset Application.ScreenUpdating = True at the end of your code.
Option 2 : Use an array to transfer the data
If the formatting of the cell in Excel is not necessary, then you could load the content of the cells into an array and write this array to the word document like this:
'copy range to word
Dim DataArray() As Variant
DataArray = sh.Range("B1:C27").Value
Dim i As Integer, j As Integer
Dim MyWordRange As Object
Set MyRange = appWD.ActiveDocument.Range(0, 0)
appWD.ActiveDocument.Tables.Add Range:=MyRange, NumRows:=UBound(DataArray, 1), NumColumns:=UBound(DataArray, 2)
'paste range to Word table
For i = 1 To UBound(DataArray, 1)
For j = 1 To UBound(DataArray, 2)
appWD.ActiveDocument.Tables(1).Cell(i, j).Range.Text = DataArray(i, j)
Next j
Next i
Note that option 1 and 2 are not necessarily mutually exclusives.

VBA Mailmerge to pdf Output

Good Morning
I have modified the code from this post: Automating Mail Merge using Excel VBA
But I only want pdf output but as soon as I take out the word code, it baulks. I think the problem is that if I don't save it as word, it doesn't shut the template down properly (there is code to close it). I have to manually click "Don't Save" and then it chokes as it tries to reopen the file for the next line. Any idea how to get around that? - Any help much appreciated. Thanks.
Public Sub MailMergeCert()
Dim bCreatedWordInstance As Boolean
Dim objWord As Word.Application
Dim objMMMD As Word.Document
Dim FirstName As String
Dim LastName As String
Dim Training As String
Dim SeminarDate As String
Dim HoursComp As String
Dim Location As String
Dim Objectives As String
Dim Trainer As String
Dim r As Long
Dim ThisFileName As String
'Your Sheet names need to be correct in here
Set sh1 = Sheets("Periop")
lastrow = Sheets("Periop").Range("A" & Rows.Count).End(xlUp).Row
r = 2
For r = 2 To lastrow
If IsEmpty(Cells(r, 10).Value) = False Then GoTo nextrow
FirstName = sh1.Cells(r, 1).Value
LastName = sh1.Cells(r, 2).Value
Training = sh1.Cells(r, 3).Value
SeminarDate = sh1.Cells(r, 4).Value
HoursComp = sh1.Cells(r, 5).Value
Location = sh1.Cells(r, 6).Value
Objectives = sh1.Cells(r, 7).Value
Trainer = sh1.Cells(r, 8).Value
SeminarDate = Format(sh1.Cells(r, 4).Value, "d mmmm YYYY")
' Setup filenames
Const WTempName = "Certificate_Periop_2016.docx" 'Template name
' Setup directories
cDir = ActiveWorkbook.Path + "\" 'Change if required
ThisFileName = ThisWorkbook.Name
On Error Resume Next
' Create a Word Application instance
bCreatedWordInstance = False
Set objWord = GetObject(, "Word.Application")
If objWord Is Nothing Then
Err.Clear
Set objWord = CreateObject("Word.Application")
bCreatedWordInstance = True
End If
If objWord Is Nothing Then
MsgBox "Could not start Word"
Err.Clear
On Error GoTo 0
Exit Sub
End If
' Let Word trap the errors
On Error GoTo 0
' Set to True if you want to see the Word Doc flash past during construction
objWord.Visible = False
'Open Word Template
Set objMMMD = objWord.Documents.Open(cDir + WTempName)
objMMMD.Activate
'Merge the data
With objMMMD
.MailMerge.OpenDataSource Name:=cDir + ThisFileName, sqlstatement:="SELECT * FROM `Periop$`" ' Set this as required
With objMMMD.MailMerge 'With ActiveDocument.MailMerge
.Destination = wdSendToNewDocument
.SuppressBlankLines = True
With .DataSource
.FirstRecord = r - 1
.LastRecord = r - 1
.ActiveRecord = r - 1
' EmployeeName = .EmployeeName
End With
.Execute Pause:=False
End With
End With
' Save new file
'Path and YYMM
Dim PeriopCertPath As String
PeriopCertPath = "C:\Users\305015724\Documents\ApplicationsTraining\2016\Periop\"
Dim YYMM As String
YYMM = Format(sh1.Cells(r, 11).Value, "YYMM")
'Word document
Dim NewFileNameWd As String
NewFileNameWd = YYMM & "_" & sh1.Cells(r, 12).Value & "_" & sh1.Cells(r, 2).Value & ".docx" 'Change File Name as req'd"
objWord.ActiveDocument.SaveAs Filename:=PeriopCertPath & NewFileNameWd
'PDF
Dim NewFileNamePDF As String
NewFileNamePDF = YYMM & "_" & sh1.Cells(r, 12).Value & "_" & sh1.Cells(r, 2).Value '& ".pdf" 'Change File Name as req'd"
objWord.ActiveDocument.ExportAsFixedFormat PeriopCertPath & NewFileNamePDF, ExportFormat:=wdExportFormatPDF
' Close the Mail Merge Main Document
objMMMD.Close savechanges:=wdDoNotSaveChanges
Set objMMMD = Nothing
' Close the New Mail Merged Document
If bCreatedWordInstance Then
objWord.Quit
End If
0:
Set objWord = Nothing
Cells(r, 10).Value = Date
nextrow:
Next r
End Sub
I recorded saving a workbook as a pdf and this is the output:
ActiveDocument.ExportAsFixedFormat OutputFileName:= _
"C:\Users\me\Desktop\Doc1.pdf", ExportFormat:=wdExportFormatPDF, _
OpenAfterExport:=True, OptimizeFor:=wdExportOptimizeForPrint, Range:= _
wdExportAllDocument, From:=1, To:=1, Item:=wdExportDocumentContent, _
IncludeDocProps:=True, KeepIRM:=True, CreateBookmarks:= _
wdExportCreateNoBookmarks, DocStructureTags:=True, BitmapMissingFonts:= _
True, UseISO19005_1:=False
It seems like you might try:
objWord.ActiveDocument.ExportAsFixedFormat PeriopCertPath & NewFileNamePDF,
ExportFormat:=wdExportFormatPDF, OpenAfterExport:=False
The pdf generation always worked and I think I now have the Word bit sorted as well. This is the part of the code that generates the pdf and then closes Word (and a few other things ...)
'Print Certificate
'Print required
If sh1.Cells(r, 12) = "print" Then
'remove background image
ActiveWindow.ActivePane.View.SeekView = wdSeekCurrentPageHeader
Selection.WholeStory
Selection.Cut
'Print Certificate
objWord.ActiveDocument.PrintOut
'Close the Mail Merge Main Document
objWord.ActiveDocument.Close (wdDoNotSaveChanges)
objMMMD.Close savechanges:=wdDoNotSaveChanges
Set objMMMD = Nothing
Else
'Close the Mail Merge Main Document
objWord.ActiveDocument.Close (wdDoNotSaveChanges)
objMMMD.Close savechanges:=wdDoNotSaveChanges
Set objMMMD = Nothing
End If
' Create a Word Application instance
bCreatedWordInstance = False
Set objWord = GetObject(, "Word.Application")
' Close the New Mail Merged Document
If bCreatedWordInstance Then
objWord.Quit
End If
0:
Set objWord = Nothing

Automating Mail Merge using Excel VBA

I created a macro in Excel where I can mail-merge data from Excel into Word Letter Template and save the individual files in the folder.
I have Employee data in Excel and I can generate any Employee letter using that Data and can save the individual Employee letter as per the Employee name.
I have run mail-merge automatically and save individual files as per the Employee name. And every time it runs the file for one person it will give the status as Letter Already Generate so that it wont duplicate any Employee records.
The problem is the output in all the merged files the output is same as the first row. Example: if my Excel has 5 Employee details I am able to save the 5 individual merged files on each employee name, however the merged data if of the first employee who is in Row 2.
My rows have the below data:
Row A: has S.No.
Row B: has Empl Name
Row C: has Processing Date
Row D: has Address
Row E: Firstname
Row F: Business Title
Row G: Shows the status (if the letter is generated it shows "Letter Generated Already" after running the macro or it shows blank if it is new record entered.
Also how can I save the output (merged file) also in PDF other than DOC file so the merged files will be in two formats one in DOC and the other one in PDF formats?
Sub MergeMe()
Dim bCreatedWordInstance As Boolean
Dim objWord As Word.Application
Dim objMMMD As Word.Document
Dim EmployeeName As String
Dim cDir As String
Dim r As Long
Dim ThisFileName As String
lastrow = Sheets("Data").Range("A" & Rows.Count).End(xlUp).Row
r = 2
For r = 2 To lastrow
If Cells(r, 7).Value = "Letter Generated Already" Then GoTo nextrow
EmployeeName = Sheets("Data").Cells(r, 2).Value
' Setup filenames
Const WTempName = "letter.docx" 'This is the 07/10 Word Templates name, Change as req'd
Dim NewFileName As String
NewFileName = "Offer Letter - " & EmployeeName & ".docx" 'This is the New 07/10 Word Documents File Name, Change as req'd"
' Setup directories
cDir = ActiveWorkbook.path + "\" 'Change if appropriate
ThisFileName = ThisWorkbook.Name
On Error Resume Next
' Create a Word Application instance
bCreatedWordInstance = False
Set objWord = GetObject(, "Word.Application")
If objWord Is Nothing Then
Err.Clear
Set objWord = CreateObject("Word.Application")
bCreatedWordInstance = True
End If
If objWord Is Nothing Then
MsgBox "Could not start Word"
Err.Clear
On Error GoTo 0
Exit Sub
End If
' Let Word trap the errors
On Error GoTo 0
' Set to True if you want to see the Word Doc flash past during construction
objWord.Visible = False
'Open Word Template
Set objMMMD = objWord.Documents.Open(cDir + WTempName)
objMMMD.Activate
'Merge the data
With objMMMD
.MailMerge.OpenDataSource Name:=cDir + ThisFileName, sqlstatement:="SELECT * FROM `Data$`" ' Set this as required
With objMMMD.MailMerge 'With ActiveDocument.MailMerge
.Destination = wdSendToNewDocument
.SuppressBlankLines = True
With .DataSource
.FirstRecord = wdDefaultFirstRecord
.LastRecord = wdDefaultLastRecord
End With
.Execute Pause:=False
End With
End With
' Save new file
objWord.ActiveDocument.SaveAs cDir + NewFileName
' Close the Mail Merge Main Document
objMMMD.Close savechanges:=wdDoNotSaveChanges
Set objMMMD = Nothing
' Close the New Mail Merged Document
If bCreatedWordInstance Then
objWord.Quit
End If
0:
Set objWord = Nothing
Cells(r, 7).Value = "Letter Generated Already"
nextrow:
Next r
End Sub
To save the file in pdf format use
objWord.ActiveDocument.ExportAsFixedFormat cDir & NewFileName, _
ExportFormat:=wdExportFormatPDF
It looks to me that when you are executing the mail merge, it should create a file with ALL of the letters, so when you open it, it would appear that the first letter is the one that is getting saved, but if you scroll down the word file that you have saved, you may find each letter on a new page.
Instead, you want to execute the merge one letter at a time.
To fix this, change the lines as follows:
With .DataSource
.FirstRecord = r-1
.LastRecord = r-1
.ActiveRecord = r-1
You need to use r-1 because Word is going to use the record number in its dataset, and since the data starts in row 2, and the counter r is related to the row, you need r-1.
You don't need to open up word each time, so put all of the code setting the datasource of the mail merge and creating the word doc outside of your main loop.
Const WTempName = "letter.docx" 'This is the 07/10 Word Templates name,
Dim NewFileName As String
' Setup directories
cDir = ActiveWorkbook.path + "\" 'Change if appropriate
ThisFileName = ThisWorkbook.Name
On Error Resume Next
' Create a Word Application instance
bCreatedWordInstance = False
Set objWord = GetObject(, "Word.Application")
If objWord Is Nothing Then
Err.Clear
Set objWord = CreateObject("Word.Application")
bCreatedWordInstance = True
End If
If objWord Is Nothing Then
MsgBox "Could not start Word"
Err.Clear
On Error GoTo 0
Exit Sub
End If
' Let Word trap the errors
On Error GoTo 0
' Set to True if you want to see the Word Doc flash past during construction
objWord.Visible = False
'Open Word Template
Set objMMMD = objWord.Documents.Open(cDir + WTempName)
objMMMD.Activate
'Merge the data
With objMMMD
.MailMerge.OpenDataSource Name:=cDir + ThisFileName, _
sqlstatement:="SELECT * FROM `Data$`" ' Set this as required
For r = 2 To lastrow
If Cells(r, 7).Value = "Letter Generated Already" Then GoTo nextrow
'rest of code goes here
Also, instead of checking the Excel file for the Employee name to create the file name, you could do this after you merge the document. For me, this is a little more intuitive to link the file name to the letter you have just merged. To do this update the line further to:
With .DataSource
.FirstRecord = r-1
.LastRecord = r-1
.ActiveRecord = r-1
EmployeeName = .EmployeeName 'Assuming this is the field name
Then immediately before saving the file you can do this:
' Save new file
NewFileName = "Offer Letter - " & EmployeeName & ".docx"
objWord.ActiveDocument.SaveAs cDir + NewFileName
Hope this helps.
The following code works as intended. It saves one .docx and one .pdf file for each entry in the data table while following OpiesDad's recommendations.
Before running, check if the VBA library for Word (Microsoft Word 16.0 Object Library) is activated and make the connection to the Excel data table from the Word template (Mail Merge settings).
Sub MergeMe()
Application.ScreenUpdating = False
Dim bCreatedWordInstance As Boolean
Dim objWord As Word.Application
Dim objMMMD As Word.Document
Dim EmployeeName As String
Dim cDir As String
Dim r As Long
Dim ThisFileName As String
lastrow = Sheets("Dados").Range("A" & Rows.Count).End(xlUp).Row
r = 2
' Setup filenames
Const WTempName = "Proposta.docx" 'Word Template name, Change as req'd
Dim NewFileName As String
On Error Resume Next
' Setup directories
cDir = ActiveWorkbook.Path + "\" 'Change if appropriate
ThisFileName = ThisWorkbook.Name
' Create a Word Application instance
bCreatedWordInstance = False
Set objWord = GetObject(, "Word.Application")
If objWord Is Nothing Then
Err.Clear
Set objWord = CreateObject("Word.Application")
bCreatedWordInstance = True
End If
If objWord Is Nothing Then
MsgBox "Could not start Word"
Exit Sub
End If
' Set to True if you want to see the Word Doc flash past during construction
objWord.Visible = False
'Open Word Template
Set objMMMD = objWord.Documents.Open(cDir + WTempName)
'loop through each table row
For r = 2 To lastrow
If Cells(r, 7).Value = "Letter Generated Already" Then GoTo nextrow
objMMMD.Activate
'Merge the data
With objMMMD
.MailMerge.OpenDataSource Name:=cDir + ThisFileName, sqlstatement:="SELECT * FROM `Dados$`" ' Set this as required
With objMMMD.MailMerge 'With ActiveDocument.MailMerge
.Destination = wdSendToNewDocument
.SuppressBlankLines = True
With .DataSource
.FirstRecord = r - 1
.LastRecord = r - 1
.ActiveRecord = r - 1
EmployeeName = .DataFields("Nome").Value 'Change "Nome". to the column name for employee names"
End With
.Execute Pause:=False 'executes the mail merge
End With
End With
On Error GoTo 0
' Save new file (.docx & .pdf) and close it
NewFileName = "Offer Letter - " & EmployeeName 'Word Document File Name, Change as req'd"
objWord.ActiveDocument.SaveAs cDir + NewFileName + ".docx"
objWord.ActiveDocument.ExportAsFixedFormat cDir + NewFileName + ".pdf", _
ExportFormat:=wdExportFormatPDF
objWord.ActiveDocument.Close
Cells(r, 7).Value = "Letter Generated Already"
nextrow:
Next r
objMMMD.Close False
objWord.Quit
Application.ScreenUpdating = True
End Sub

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