You can create a view over your files that modify or joins the data together as you need, then select that view in the mail merge function. While this interface does not provide the user with the ability to create a custom SQL statement, that can be done on the server side. The last step of the mail merge is to complete the merge, which either prints the documents or allows you to edit each individual letter. 15, you see how it took the data from the first record (Fig. There are buttons in the wizard and on the " Mail Merge" toolbar to select the first, previous, next, or last record in the table. You can select the next step in the wizard " Next: Preview your letters" and it replaces the placeholders and blocks with data from your table. 13) for you to select one or more fields to insert at that spot in the document.Īs you type your document, the merge fields are represented by placeholders like > in the example in Fig. When you click that button, it opens a window (Fig. In the body of your document, you can insert merge fields at any time by clicking " Insert Merge Fields" on the " Mail Merge" toolbar. I selected the address block and clicked " Match Fields' to match up the fields from my table with the appropriate part of the address block (Fig. One of the options it offers is an address block that you can fill using data from table. While writing your document you can add fields from the " Mail Merge" toolbar. When you are done selecting the Filter and Sort criteria, click " OK" in the " Mail Merge Recipients" window, and it brings you back to your Word document where you can move to the next step writing your document. 9 with BALDUE of 0 are no longer in the list in Fig. For example, I want to send letters only to people who have an outstanding account balance, so I add the filter criteria that BALDUE is greater than 0.Īfter clicking " OK" in the filter, the " Mail Merge Recipients" window is displayed with the updated records (Fig. 10) gives you a graphical way to provide selection criteria for your data. Open the "Filter and Sort" window by clicking the arrow in the column name and selecting " (Advanced)". It offers limited ability to filter and sort the data (Fig. The Mail Merge Recipients window displays all of the columns and rows of your table. Select the file you just created and click " Open" (Fig. Next, the Mail Merge prompts you to select a data source. It prompts you to select a file name for this data source use the one it provides or modify it, then click " Finish" (Fig. You are now at the last step of the Data Connection Wizard. Scroll through the list of tables and select one from your default library. Note you can select only one table if you need to perform a join, you must create and then select a join view. Scroll through the list until you find the table you want to pull your data from, select it, and click " Next >"(Fig. If I select a table from another library, I get errors because Word ran a query without specifying the library so the table is not found. QIWS is the default library for this data source and I am limited by the functionality of the mail merge software to selecting only tables in that default library. 6, you see that the list includes tables from the QIWS library and the MIKSWENS library. It might include tables from other libraries depending on your user profile and data source settings. Next, the wizard presents you with a list of tables from your default library. Select the data source you created for the mail merge and click " Next >" (Fig. The Data Connection Wizard opens when you click " New Source." select ODBC DSN and click " Next >" (Fig. Do not select one of these data sources instead, click " New Source." (Fig. This opens a window that defaults to the location for the file data sources. The third step in the wizard has options to Select recipients, under the option " Use an existing list" select the " Browse." link (Fig. In the Mail Merge Wizard, select the document type and the starting document. Click the Tools menu and select " Letters and Mailings" and " Mail Merge Wizard." This opens the Mail Merge wizard in the task pane (see Fig. If you do not already have a document open in Word, create a new document. You can right-click any blank space in any of Word's toolbars and click " Mail Merge" on the pop-up menu, or you can click the View menu, select " Toolbars" and " Mail Merge". Start by making sure that you have the Mail Merge toolbar visible. Finally, you can view the letter with the retrieved, or merged, data then print or save the document. In Microsoft Word, create a document, specify a source for the mail merge data, and write the document and insert merge fields into the document as placeholders for the data that comes from the mail merge source.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |