Word Mail Merge from Excel “workaround”

Posted by on February 26th, 2013

Question: I’m having problems using a file from Excel to merge into a Word Letter. I am able to select the Excel file as the data source, but when I select the table nothing displayed and an error said “unable to open the data source.” The Excel file was created by someone who is no longer here, so I don’t know if there was any kind of protection preventing this, but we are able to go in and edit the file.

Answer: This is a mystery. After looking at the file, I noticed there were several blank rows, but those would normally merge as blank records. I tried copying the data to another worksheet within the workbook and saved the file. Then closed the file (the Excel Worksheets needs to be closed to allow the merge) and then selected the new worksheet, and the merge worked fine. I wasn’t able to see any protection on the original worksheet, but copying the data to a new worksheet was a way of working around the problem.

Outlook Groups

Posted by on February 21st, 2013

Question of the Week - Several questions have come up recently about Outlook groups:

Question: How can I create a group from of my Outlook contacts?

Answer: Create a new contact group (or distribution list in Outlook 2007) and select Add Members > From Outlook Contacts and select from your list.

Question: How can I create a group from an Excel spreadsheet? I tried copying and pasting into the group but it didn’t work.

Answer: You can copy and paste, but you paste into the Members section after selecting New Contact Group > From Address Book and at the bottom of that screen, press Ctrl V to paste. Then click OK.

Counting patterns in Excel columns and Tiny comments in Word

Posted by on February 14th, 2013

Today I had a couple of questions that stumped me and relied on my best friends, Microsoft Office Support Community and Google to provide the answers. Thanks to these great resources!

Question 1: I was working on a Word document for my boss and can’t read the tiny comments.

Solution: Somehow the styles for the balloon got changed. To change it, go to your styles (click the diagonal arrow in the styles section) and click the Manage Styles icon in the bottom of the Styles window. Sort Alphabetical and find Balloon Text and click Modify to change to a larger font such as 8 or 10 and click OK. This one was on 1 pt, making it impossible to read. For complete instructions with screen prints, see this link.

Question 2: I need to count a series of patterns in an Excel column containing only 0s and 1s. I’m looking for patterns in a column with many rows where there is a 0 and then a 1 in the next row below it. It doesn’t matter if it is followed by several 1s. I just need to count all of the 0′s followed by at least one 1.

I submitted the question to Microsoft Online Community and got 3 answers within an hour.

Solution 1:

Assuming the data is in column A, this is the formula:

=SUMPRODUCT(($A$1:$A$998=0)*($A$2:$A$999=1))

Solution 2:

I like Jeeped’s solution (solution 1) - just remember that if you use it, the formula itself cannot be in one of the cells in the addresses in it.  In other words if you wanted the total at the end of the group you’ve shown in your question, and assuming that goes from row 2 to 17, your formula (in cell on row 18 in same column) would look something like:

=SUMPRODUCT(($A$2:$A$16=0)*($A$3:$A$17=1))

Just as an option, I’ll give you a User Defined Function (UDF) to do the same thing.  A UDF is a special type of macro that can be used in a worksheet formula just like built-in Excel functions such as SUMPRODUCT().

I called this one CountPairs.  And you would use it on a worksheet like this:

=CountPairs(A2:A17)

assuming your list of 1s and 0s is in column A from row 2 through 17.

Here is a web page that tells how to put the code into a regular code module for use:

http://www.contextures.com/xlvba01.html#Regular

Here is the code for the UDF:

Function CountPairs(listRange As Range) As Long
‘place formula such as
‘ = CountPairs(A2:A16) to get count
‘of zeros followed by a 1 in the group
Dim rowPtr As Long
Dim tempCount As Long

For rowPtr = listRange.Cells(1, 1).Row To _
(listRange(listRange.Cells.Rows.Count, 1).Row – 1)
If Cells(rowPtr, 1) = 0 _
And Cells(rowPtr + 1, 1) = 1 Then
tempCount = tempCount + 1
End If
Next
CountPairs = tempCount
End Function

Copying Outlook Groups to Excel lists

Posted by on February 11th, 2013

Question: I frequently need to send a list of names from a group to Excel. I’m not able to copy and paste directly from the group into Excel. I also tried exporting but all that transfers is the group name. I used to do this all the time with Lotus Notes, but Outlook is driving me crazy on this.

Answer: The procedure outloined below is the easiest way I have found:

  1. From the Contacts view, click to select the group, then select File > Save As and from the File Type drop-down arrow, select RTF format and save it with a name and in a location that you can find easily.
  2. Open that file in Word. The group will probably display in a list with names and email addresses separated with semicolons or tabs.
  3. Select the data and convert it to a table – Insert > Table > Text to Table.
  4. Sometimes selecting the default options works fine, or you may have to modify the columns and delimiter, such as “tabs” to get the names and email addresses to appear in separate columns.
  5. Select and copy (CTRL C) the table (or columns desired) and paste (CTRL V) into an Excel worksheet.

NOTE: You can also “Save as” a text ( .txt) file and open in Excel, then use the Data > Text to columns feature in Excel. But I found the RFT into Word worked better.

Email to several people without seeing the entire list

Posted by on February 4th, 2013

Question: How can I send an email to many people without them seeing the entire list of recipients?

Answer: Enter the names or group name in the bcc field. This way each person will only see their his/her name. By default you don’t see bcc in an Outlook message, but you can include it by selecting the Options tab and click BCC. This will enable that field to be seen on all new messages.