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How to get data from multiple sheets an in .xlw into mail merge

Posted on 2011-09-14
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Last Modified: 2012-05-12
I have office 2003 and am trying to create a mail merge in publisher from excel.

The excel sheet is in .xlw opposed to .xls - there is no difference that my eye can see but I haven't really dug too deep.

When I try to mail merge into publisher, it's asking for a specific database type and won't accept the .xlw or any other format I am able to "Save as" from excel.

The excel workbook has multiple pages and I'd like to be able to pull from them independently, as online instructions say I can.

I was getting a verbose error message that after research, had me install a Microsoft database tool update, now I get a "cannot open data source" error

It seems like the mail merge tool only wants to open .dbx or odbx file types.

How can I get the data from this excel sheet into publisher?
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Question by:downsouf912
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Expert Comment

by:Danny Child
ID: 36539448
I've done merges from Excel 2003 into Word successfully in the past, but it's quite fiddly.  I'd suggest that you do a Save As to XLS in the first place.  I also recall that it was best to actually have the Excel sheet CLOSED when the merge runs.  

I've got some further notes at work which I can get tomorrow on the details of the procedure....

Is it essential that you use Publisher as well?
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Author Comment

by:downsouf912
ID: 36542605
I'm not sure I can get out of publisher, the document is a newsletter that was designed in publisher and when I try to save as another file format, it changes the formatting of the document.

I had tried saving as a .xls but got the same error when trying to create the mail-merge.
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Danny Child earned 250 total points
ID: 36915911
Finally got back to this - here's my crib sheet on the process for Word and Excel 2003.  Hope it's not too abbreviated....

get the addresses all sorted, in Excel - only one line per cell.
Save the changes, and CLOSE Excel.
Word, new blank doc - Tools.. Letters And Mailings.. Mail Merge..
choose Labels from the menu on the right, and click Next - Starting Document.
leave it on Change Document Layout, but click Label Options below
choose the label, for instance -set Label Products to be Avery A4 and A5 Sizes, then set the product number to be L7163, and OK - then, Next - Select Recipients.  
leave it on Use An Existing List, and click on Browse.. and find the main Excel document.  (ignore the scary My Data Sources, and NEW SQL Server Connection options - just browse for the Excel file above).
Once opened, it may offer a Select Table window - just leave this on the defaults and OK.  Leave the list of recipients alone, and click OK.  Click on Next: Arrange Your Labels.  
click on Address Block to ensure that the layout is good.  
Address Block.. Match Fields button.. <<<this bit is important!
Change any Not Matched to have the right entry.

FINALLY, click on Update All Labels - *important* - then Next - Preview Your Labels
and choose the Edit Individual Labels option to get the output.
Note - you'll get 2 documents out of this - a one page master showing the layout, and also one with the results - multiple pages.  
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ID: 37412242
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