Save and close your Excel workbook.ģ.Ĝlick on Tools/Mail Merge/Create to set up your document. Also, your range name should contain no spaces. Make sure you include the column headings in the range definition. Using Excel, define and name a range that identifies the data you want to use in the merge operation. If there is not, then you must install ODBC (using the Windows Setup program) before this method can work.ġ. You can check this out by simply opening the Control Panel and seeing if there is an ODBC applet there. Before you can use this method, however, you need to make sure that ODBC is installed on your system.
Make sure the Format for Mail Merge check box is selected.ġ0.Ĝontinue setting up your mail merge documents as you normally would. Select the portion of the worksheet you want to use.)ĩ. (If you are using Word 6, click on OK this displays the Open Worksheet dialog box. Using the controls in the dialog box, select the portion of the Excel workbook you want to use as your mail merge data. (In Word 6, it is the Open Workbook dialog box.)Ĩ. This displays the Open Worksheet dialog box. Select the Microsoft Excel Worksheet via Converter (*.xls, *.xlw) option.ħ.Ĝlick on OK. This displays the Confirm Data Source dialog box.Ħ. (In Word 6, you should select the Confirm Conversions check box instead.)ĥ.Ĝlick on Open. Make sure the Select Method check box is selected (Word 7, 97, & 2000), at the right side of the dialog box(bottom center in Word 2000). Click OK.Ħ.Ĝlick Edit Main Document and continue with the merge process.ģ.Ĝlick Get Data/Open DataSource/ & select the Excel file you want to use.Ĥ. In the Microsoft Excel dialog box, select the Entire Spreadsheet or Named or Cell Range from the list. Select MS Excel Worksheets via DDE in the Confirm Data Source dialog box. Make sure that the Select Method box in the Open Data Source dialog box is selected.Ĥ. Locate and select the Microsoft Excel file. In the Get Data list, click Open Data Source.Ģ.
If you try moving the sheets after linking, then Word will not recognize your changes.ġ. If you need to move worksheets, make sure you do so before you link to the data from Word. Additionally, if you are accessing only a named range, then you will want to make sure that the sheet containing the range is the first sheet in the workbook. If you use DDE, which is the default method, you must make sure that the information you want to use is on the first sheet in a workbook. The problem affects Word 6, 7, 97 & 2000. There are two ways you can access Excel information: using DDE (Dynamic Data Exchange) format or using ODBC (Open Database Connectivity). When using an Excel worksheet as a datasource, you may have noticed that you can only access information in the first worksheet of an Excel workbook. (Source: Allen Wyatt’s WordTips Gold & KB Q116470 & Q212314) Here are some tips that I copied some time ago.