Word document from 2 Excel databases Solved

Question

Hello,
I have an urgent issue. I'm not very good in this area, but I would like to create a template letter in Word where I would only have to mention the client number (so that their address generates automatically) and the product number (so that all its characteristics generate as well). All this data is in 2 separate Excel files: one for clients and one for products. Thus, the goal is to create a Word letter by choosing the client number and the product number each time.
I tried to do it with the mail merge function, which works well for the client number, but you can't do 2 mail merges from 2 separate Excel files, and I'm stuck... Can you help me?

Configuration: Windows XP Internet Explorer 6.0 Office 2003

Raymond PENTIER · Answer

Your explanation is a bit confusing.
Can one client correspond to multiple products? Then you don’t need a mailing.
Is a given client linked to a unique product? If so, why two Excel files?
Try to provide us with a more detailed and organized analysis of your problem, which certainly has a solution.
We’re waiting for you on the front lines.
--

A retiree in the Caribbean sun :-)
Raymond

sev16 · Answer

Indeed, a client can correspond to all products. It depends on their request. They ask me for the characteristics of product X, and I send them a letter about that product. Currently, my product characteristics are on an Excel sheet (product number, label, definition, product origin, product use...) but maybe I can evolve them to something else?
In fact, the goal is not to send out mass mailings but to tailor a letter for each request and to make the creation of the letter quick. I hope I have been clearer. In any case, thank you for taking an interest in my problem.

Raymond PENTIER · Answer

sev16, I am really sorry.  I've tried all the tricks I know, but I've come to the same conclusion as you: * If we try the Word Mail Merge method, we cannot refer to 2 files at once. * If we try the Word Form method, we have to re-enter the data in the Dropdown fields; the Excel files become useless.  The only feasible solution is to write the letter not in Word, but in Excel. In the same workbook, we need to gather this letter and your 2 files across 3 sheets. Do you want to continue down this path? Here's what it could look like: http://cjoint.com/?lffyVZ3oUQ --  A retired person in the sun of the Antilles ???? Raymond

eriiic · Answer

Good evening Raymond,

I just looked at your sheet and ultimately your idea can align with my suggestion.
Your lists in the 'clients' and 'products' tabs can very well be updated from the existing workbooks.
The key is to accept the update of the links when you open your file.
But sev16 seems to have forgotten that they asked a question, I have the impression...

eric

stefff · Answer

Hello,  How do you create a dropdown menu?

Raymond PENTIER · Answer

Data/Validation/List and select the source, that is, the list from which we will choose a value. --  A retired person in the sun of the Caribbean :-)Raymond

sev16 · Answer

Here I am again!
I hadn't forgotten my question, just the power supply of my computer failed....
So here I am again after replacing it!
Indeed, I think your solution will be the most practical, namely to create the letter in Excel.
I'm going to try with the drop-down lists!
Thank you for your help!

sev16 · Answer

I can't use my existing databases as independent files from the letter.
But by putting them in tabs within the same workbook as the letter, it's working fine!
Thank you for your help. Without you, I don't think I would have made it!
Thank you so much!!

Raymond PENTIER · Answer

Good evening, sev16.

I'm glad you solved your problem.
Out of pure curiosity, I would like to take a look at the work you ultimately completed. Thank you in advance.
--

A retired person enjoying the Caribbean sun :-)
Raymond

sev16 · Answer

Good evening Raymond

I continued working on the project today and I am quite proud of the result...
I don't have it with me at the moment (I'm not on my personal PC) but I will make sure to show you the results in the coming days.

Word document from 2 Excel databases

10 answers

How to fix my computer graphics

Sony dcr trv 345e bug without error message.

Victim of a bank hacking

Bluetooth and connection no longer work.

Horizontal lines on samsung q90r tv

Bios update for ms-b9241 motherboard

Asus gamer freeze on genshin and roblox

Virtual memory on the honor 200 smart...

Suspected virus

List numbering style