Question

automating mail merge in Word with Excel data source

Asked by: plymplan

I have a Microsoft Word document that is a mail merge, with an Excel workbook as the data source. I'm trying to automate the opening of this document. This seems like such a basic request, and there ought to be a way to do it, but I've tried many things without success. Any help would be appreciated. I'm running Mac OS X 10.4.11, Word 2004 11.5.3 and Excel 2004 11.5.4.

When I open the document directly from Word, I get an "Open Workbook" dialog, asking for two things: the worksheet to be used as the data source, and the cell range. The AppleScript needs to be able to get through this dialog automatically, without the user having to do any clicking.

My first attempt was this:

tell application "Microsoft Word" to open file name "MyMailMerge.doc"

But when I do this, the "Open Workbook" dialog still appears, just as if I had opened it directly from Word. The AppleScript hangs on the above command until the user manually selects the worksheet and cell range, so there is no opportunity for the script to negotiate the dialog through GUI scripting.

So it seems I need to do the whole thing through GUI scripting. But with GUI scripting, I'm not even able to get through the "Open: Microsoft Word" dialog. Below is my attempt, with some extraneous detail removed:

SEE CODE BELOW

The goal of the "click at" command is to click the UI element marked "Computer", so that it searches the entire computer for the file "MyMailMerge.doc". I know I'm getting the right UI element, because if I display the variables xPosition, yPosition, xSize and ySize, they are the right values, as shown by the UI Browser in Screen Reader mode when I hover over that UI element.

But the "click at" command has no effect. Another choice (Folder "xxx") remains selected, so the script cannot proceed. If I manually click on "Computer", it works fine.

Any help would be appreciated. It really shouldn't be this hard to automate a mail merge.

tell application "System Events"
tell process "Microsoft Word"
keystroke "o" using command down
repeat until exists window "Open: Microsoft Word"
end repeat
set value of text field "search" of group 1 of window "Open: Microsoft Word" to "MyMailMerge.doc"
repeat until exists radio group 1 of group 1 of window "Open: Microsoft Word"
end repeat
try
tell UI element 2 of radio group 1 of group 1 of window "Open: Microsoft Word"
set {xPosition, yPosition} to position
set {xSize, ySize} to size
end tell
-- modify offsets if hot spot is not centered:
click at {xPosition + (xSize div 2), yPosition + (ySize div 2)}
end try
end tell
end tell

                                  
1:
2:
3:
4:
5:
6:
7:
8:
9:
10:
11:
12:
13:
14:
15:
16:
17:
18:

Select allOpen in new window

This Question has been solved and asker verified All Experts Exchange premium technology solutions are available to subscription members.

Subscribe now for full access to Experts Exchange and get

Instant Access to this Solution

  • Plus...
  • 30 Day FREE access, no risk, no obligation
  • Collaborate with the world's top tech experts
  • Unlimited access to our exclusive solution database
  • Never be left without tech help again

Subscribe Now

Asked On
2009-06-11 at 15:39:32ID24485012
Tags

applescript

,

excel

,

word

,

macintosh

,

AppleScript

Topics

Apple Programming

,

Microsoft Word

,

Microsoft Excel Spreadsheet Software

Participating Experts
1
Points
0
Comments
2

Trusted by hundreds of thousands everyday for fast, accurate and reliable tech support.

  • "The time we save is the biggest benefit of Experts Exchange to Warner Bros. What could take multiple guys 2 hours or more each to find is accessed in around 15 minutes on Experts Exchange." Mike Kapnisakis, Warner Bros.
  • "Our team likes having a resource that is more secure than just using Google and most experts using this service really know their stuff. It's nice to look here first versus using Google." Dayna Sellner, Lockheed Martin
  • "Anytime that I've been stumped with a problem, 9 out of 10 times Experts Exchange has either the accepted solution or an open discussion of the potential solution to the problem." Kenny Red, eBay Inc.

See what Experts Exchange can do for you.

Got a question?

We've got the answer.

Experts Exchange has been collecting answers to technology questions since 1996…3 million and counting! If you have a question, chances are we already have your answer.

Screenshot of Experts Exchange Knowledgebase

Need individual assistance?

Our experts are ready to help.

If you can't find the exact answer you're looking for, ask our exclusive community of 50,000 experts. You’ll get a personalized answer from a trusted professional.

Screenshot of Experts Exchange Knowledgebase

Want to learn from the best?

Read articles from industry experts.

Thousands of free tech tips, tricks, how-to’s and tutorials are available in our peer reviewed articles section. See for yourself how smart our experts are, no login required.

Screenshot of an Article

Working on a long term project?

Store your work and research.

Save solutions to your questions, answers you’ve discovered through searching plus helpful articles in your personal knowledgebase for easy future access.

Screenshot of Experts Exchange Knowledgebase

Access the answers to your technology questions today.

Subscribe Now

30-day free trial. Register in 60 seconds.

What Makes Experts Exchange Unique?

Members of the expert community talk about why the experience at Experts Exchange is different than what you will find anywhere else.

Trusted by the world's most respected brands.

image of each brand's logo

Faithfully serving IT professionals since 1996.

Experts Exchange Logo

Try it out and discover for yourself.

Subscribe Now

30-day free trial. Register in 60 seconds.

Related Solutions

  1. Merge 2 workbooks with 70 sheets each
    Hello, I've got a laborios task which I believe could be automate. How to merge 2 Workbooks each with 70 Worksheets? My first question is if it is possible even though different formats? If not, what should be code to merge data from 2 workbooks with the same format. Each sh...
  2. Workbook/ Worksheet not visible...
    A rebbot eliminates the problem. What causes the problem at first place is an vb 6 application I am putting together. Until I go back and locate the problem, I want to install a code to get the excel object and use its workbook and active worksheet (althogh workbook and wor...
  3. Combining worksheets and workbooks
    I have a workbook with a number of worksheets. I want to combine the existing sheets on a new sheet such that the sheets are one above the other and starting from column B. Column A should be filled with the name of the original worksheet against the data for that worksheet. ...
  4. Merging Data From Different Worksheets
    I have a problem. I hope you guys can help I want to merge all the data Under line 33 into 1 worksheet from around 180 differently tittled worksheets. I'll have to do this a number of times and on various amounts of worksheets and various names on the worksheets. I know it...
  5. merge worksheets with workbooks
    i have a master workbook with multiple worksheets eg total, face, activity paul, activity peter, activity john then i have different workbooks called - activity paul, activity peter, activity john. the worksheets (eg. activity paul ) are the same in each workbook. what happ...
  6. Merging Excel spreadsheets, workbooks, worksheets
    I have 506 Excel spreadsheets with a the combined size of 51mb in total. Each one of the workbooks has a number of worksheets. I need to merge all of them into 1 spreadsheet. How can i do it? Alternatively, if that is difficult or impossible, i have 1 spreadsheet with 20 ...

Free Tech Articles

  1. WARNING: 5 Reasons why you should NEVER fix a computer for free.
    It is in our nature to love the puzzle. We are obsessed. The lot of us. We love puzzles. We love the challenge. We thrive on finding the answer. We hate disarray. It bothers us deep in our soul. W...
  2. SCCM OSD Basic troubleshooting
    SCCM 2007 OSD is a fantastic way to deploy operating systems, however, like most things SCCM issues can sometimes be difficult to resolve due to the sheer volume of logs to sift through and the dispe...
  3. Migrate Small Business Server 2003 to Exchange 2010 and Windows 2008 R2
    This guide is intended to provide step by step instructions on how to migrate from Small Business Server 2003 to Windows 2008 R2 with Exchange 2010. For this migration to work you will need the fo...
  4. Create a Win7 Gadget
    This article shows you how to create a simple "Gadget" -- a sort of mini-application supported by Windows 7 and Vista. Gadgets can be dropped anywhere on the desktop to provide instant information, ...
  5. Outlook continually prompting for username and password
    There have been a lot of questions recently regarding Outlook prompting for a username and password whilst using Exchange 2007. There are a few reasons why this would happen and I will try to cover t...
  6. Backup Exchange 2010 Information Store using Windows Backup
    There seems to be quite a lot of confusion around the ability to backup Exchange 2010 using the built in Windows Backup feature. This stems from the omission of this feature prior to Exchange 2007 s...

Cloud Class Webinars

  1. Avoiding Bugs in Microsoft Access
    Alison Balter takes and in-depth look at avoiding bugs in Access. In this webinar you will learn about using the immediate window to debug your applications, invoking the debugger, using breakpoints to troubleshoot, stepping through code, setting the next statement to execute, ...
  2. Top 10 Best New Features in Visio 2010
    Scott Helmers gives live demonstrations of the top 10 new features in Visio 2010. This webinar will teach you how to create compelling diagrams by adding shapes to the page with a single click, linking the shapes in a diagram to data in Excel (or SQL Server, or SharePoint), ...
  3. IT Consultant Business Secrets Revealed
    Michael Munger, Experts Exchange tech pro and IT consultant, pulls back the curtain on his very successful businesses and answers question on every IT consultant and business owner should know about. He shares secrets on what he did to solve the 5 most common problems in IT, ...
  4. Disaster Recovery and Business Continuity
    Quest CTO, Mike Billon, gives an overview of the steps involved in building a dunamic disaster recovery plan. Through case studies and an examination of software/hardware tooles for monitoring and testing, you'll gain a better understandin of where you are, where you want ...
  5. Organize Your Visio Diagrams with Containers and Lists
    Scott Helmers uses cross functional flowcharts, wireframe diagrams, data graphic legends and seating charts to teach you: how to ustilize all three new structured diagram components in Visio 2010, the best practices for organizeing shapes in previous version of Visio, how to organize ...
  6. How to Us Objects, Properties, Events and Methods in Microsoft Access
    Alison Dalter gives an in-depbth look at objects, properties, events and methods in Microsoft Access. In this webinar you will learn about using the object browser, referring to objects, working with properties and methods, working with object variables, understanding the ...

Join the Community

Give a Little. Get a Lot.

Join the community of experts here and help other tech pros by answering question in your area of expertise. You can earn FREE access to all Experts Exchange's premium features and resources.

Join the Community

Answers

 

by: JOrzechPosted on 2009-06-18 at 09:55:39ID: 24659343

I'm just going to toss out a few things here since you haven't received a response.  I take it you don't want the confirmation of the data source to open... that's one issue right?

Is Excel set up as a datasource option under Control Panel, Administrative Tools, User Data Sources?

Also, check in Windows Explorer, Folder Options, File Types, Excel (XLS), Advanced, and change your settings to be like the image I uploaded.  See if that helps.

I fear I probably won't be able to assist you with the rest of your question...

 

by: plymplanPosted on 2009-06-18 at 13:57:16ID: 24661650

Thanks but the question specifically addresses Macintosh environment.  We were able to automate the mail merge on the Windows side with just VBA.

20120131-EE-VQP-002

3 Ways to Join

30-Day Free Trial

The Experts

98% positive feedback on 31,087 answers since March 2000. angeliii is a Microsoft Most Valuable Professional for his work with MS SQL Server & Develoment.

He has also proven his knowledge of Visual Basic Programming, PHP Scripting and Oracle Databases.

The Experts

97% positive feedback on 10,752 answers since July 2000. lrmoore has more than 18 years experience in the networking industry.

The six-time Mircosoft MVPs specialties include firewalls, virtual private networking, and network management.

Testimonials

"...and excellent source for support... Kind of like having your very own IT dept." Electriciansnet

Testimonials

"I was apprehensive at signing up at first. However... it has already made my life as an IT administrator much easier." JaCrews

Testimonials

"WOW! You guys have great, active, and knowledgeable people on here." moore50

Business Clients

Business Clients

In the Press

"If you’ve got a question... Experts Exchange can supply an answer.”

In the Press

"...an invaluable aid for both IT professionals and those who require tech support."

In the Press

"where IT professionals provide quick answers on just about any topic"

Business Account Plans

Loading Advertisement...