mail merge two workbooks

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Mail merge from two workbooks

resolvedResolved · High Priority · Version 2016

Kerry has attended:
Excel Advanced course

Mail merge from two workbooks

Hi

I have a spreadsheet with applicants names and their current schools.
I have a separate sheet with the schools' email addresses.

Please could you recommend the best method for me to create a Mail Merge that sends one email to each school and includes all the applicants who attend that school? I assume that I can create a workbook?

Thanks

Kerry

RE: Mail merge from two workbooks

Hi Kerry,

Thank you for the forum question.

I am sorry but Mail Merge cannot do this.

You can use a Vlookup to merge the data to one workbook, but Mail Merge cannot create a list for each school. Mail Merge can send one email for each applicant but this is not what you want of course.

You can write a code in Excel to do it, but then you will need advanced level VBA knowledge.


Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
98%+ recommend us

London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector

RE: Mail merge from two workbooks

Hi Jens

Thank you for your help. Are you able to advise how I would merge the two workbooks with VLook up. I have tried to figure it out but not having much success!

Thanks
Kerry

RE: Mail merge from two workbooks

Hi Kerry,


You will need to have a unique identifier for each school, which can be the school name. In the applicants list you will need a columns with the lookup value which can be matched with the identifier from the school's list.

The data from the school's list can now be looked up to the applicants list by lookup value.

You will need to have a column in each worksheets which are related.

I do not know if this makes sense. I can help you if I can see your files.

You can send them to:

info@stl-training.co.uk


Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
98%+ recommend us

London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector

RE: Mail merge from two workbooks

Hi Kerry,

I have send you and email with my comments.

Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
98%+ recommend us

London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector

RE: Mail merge from two workbooks

Hi Jens
Thank you so much, a great help - hope to sort it out today!
Kerry

 

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Word tip:

Making the first letter of a document bigger (drop caps)

Making the first letter of a document bigger than the other text around it gives a document a more 'story-book' look.

To achieve this effect:

1. Click to the left of the first word in the document.

2. Go to Format - Drop Cap.

3. Choose the Dropped option (middle of the three options at the top of the Drop Cap dialogue box).

4. Choose the font for the dropped cap and select how many lines it should 'drop down' in the paragraph (effectively, the height of the letter in lines).

5. If you would like to create a gap between the dropped cap and the text around it, use the Distance from Text option to achieve this.

6. Click OK.

To make adjustments to the dropped cap, simply click inside the frame that appears around the letter, and go to Format - Drop Cap again.

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