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Linda205's avatar
Linda205
Copper Contributor
Jan 03, 2024

Merging cell from Excel to Word

I have an excel worksheet with tabs, also have a word document.  I'm trying to merge the Names and Donations on the letter i have prepared.  I'm not getting to to populate of the word document.  please assist.

 

Thanks

 

Linda205

4 Replies

  • mathetes's avatar
    mathetes
    Gold Contributor

    You specifically mention that you "have an excel worksheet with tabs."

     

    It's too early to jump to cause, but I would point out that using Mail Merge to populate a Word document with data (like names and amounts) generally works best with a very clean dataset in a very simple spreadsheet. 

     

    If, for example, you have different tabs for each donor, that could be a problem. Even different tabs for each month or whatever....

    • Linda205's avatar
      Linda205
      Copper Contributor

      Sorry, I didn't explain well.  I have multiple tabs; but one with the information to pull from.

      • mathetes's avatar
        mathetes
        Gold Contributor

        Well, you still haven't explained very well. HansVogelaar asked if you'd followed the instructions for Mail Merge. You could respond by at least describing what you have done, rather than just "it doesn't work." What have you done, what specific steps have you followed, with what results.

         

        Is the information in that single tab in a named data set? That would help Mail Merge know where to look for the data. Are there headings on each column? Etc.

         

        Finally, assuming the data are all confidential, could you post a mockup without real names, putting it on OneDrive or GoogleDrive, with a link here that grants access to it.

         

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