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MS Office Forum / Word / Mailmerge and Fax / April 2008

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Michael Koerner - 10 Apr 2008 14:47 GMT
Using Office 2007, when I do a mail merge using Excel as the data source. The items I have in italics in Excel are removed once the merge is complete in Word. Is there as setting I can use to ensure that font formatting is retained? Or, maybe a macro that I can run after the merge is complete to change everything in () to italics including the ()

Signature

Regards
Michael Koerner

Graham Mayor - 10 Apr 2008 15:25 GMT
The default merge will only merge the raw data. You can format the field and
add a charformat switch to ensure that the formatting sticks, but if your
italics are only in part of the field this won't help much. In that case,
from the Tools menu in Word, select Options and then go to the General tab
and check the box against the "Confirm conversions at open" item.  (In Word
2007 it is Office Button > Word Options > Advanced > General > Confirm file
format conversion on open). Then when you attach the data source to the mail
merge main document, you will be given the option of using the DDE method of
connection which should read the data as you have it formatted in the table.
However DDE connection can be quite flaky.

Signature

<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor -  Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>

Using Office 2007, when I do a mail merge using Excel as the data source.
The items I have in italics in Excel are removed once the merge is complete
in Word. Is there as setting I can use to ensure that font formatting is
retained? Or, maybe a macro that I can run after the merge is complete to
change everything in () to italics including the ()

Signature

Regards
Michael Koerner

Michael Koerner - 10 Apr 2008 18:59 GMT
Graham;

Thanks very much will test it out

Signature

Regards
Michael Koerner

 The default merge will only merge the raw data. You can format the field and
 add a charformat switch to ensure that the formatting sticks, but if your
 italics are only in part of the field this won't help much. In that case,
 from the Tools menu in Word, select Options and then go to the General tab
 and check the box against the "Confirm conversions at open" item.  (In Word
 2007 it is Office Button > Word Options > Advanced > General > Confirm file
 format conversion on open). Then when you attach the data source to the mail
 merge main document, you will be given the option of using the DDE method of
 connection which should read the data as you have it formatted in the table.
 However DDE connection can be quite flaky.

 --
 <>>< ><<> ><<> <>>< ><<> <>>< <>><<>
 Graham Mayor -  Word MVP

 My web site www.gmayor.com
 Word MVP web site http://word.mvps.org
 <>>< ><<> ><<> <>>< ><<> <>>< <>><<>

 "Michael Koerner" <iamnot@home.com> wrote in message
 news:%23qsuiFxmIHA.3532@TK2MSFTNGP05.phx.gbl...
 Using Office 2007, when I do a mail merge using Excel as the data source.
 The items I have in italics in Excel are removed once the merge is complete
 in Word. Is there as setting I can use to ensure that font formatting is
 retained? Or, maybe a macro that I can run after the merge is complete to
 change everything in () to italics including the ()

 --

 Regards
 Michael Koerner
Michael Koerner - 10 Apr 2008 22:06 GMT
Graham;

Tried your suggestion, didn't work for me. I didn't receive any options to use DDE. Is this because I'm using a Word template that I created back in 2003?

Signature

Regards
Michael Koerner

 The default merge will only merge the raw data. You can format the field and
 add a charformat switch to ensure that the formatting sticks, but if your
 italics are only in part of the field this won't help much. In that case,
 from the Tools menu in Word, select Options and then go to the General tab
 and check the box against the "Confirm conversions at open" item.  (In Word
 2007 it is Office Button > Word Options > Advanced > General > Confirm file
 format conversion on open). Then when you attach the data source to the mail
 merge main document, you will be given the option of using the DDE method of
 connection which should read the data as you have it formatted in the table.
 However DDE connection can be quite flaky.

 --
 <>>< ><<> ><<> <>>< ><<> <>>< <>><<>
 Graham Mayor -  Word MVP

 My web site www.gmayor.com
 Word MVP web site http://word.mvps.org
 <>>< ><<> ><<> <>>< ><<> <>>< <>><<>

 "Michael Koerner" <iamnot@home.com> wrote in message
 news:%23qsuiFxmIHA.3532@TK2MSFTNGP05.phx.gbl...
 Using Office 2007, when I do a mail merge using Excel as the data source.
 The items I have in italics in Excel are removed once the merge is complete
 in Word. Is there as setting I can use to ensure that font formatting is
 retained? Or, maybe a macro that I can run after the merge is complete to
 change everything in () to italics including the ()

 --

 Regards
 Michael Koerner
Doug Robbins - Word MVP - 11 Apr 2008 03:43 GMT
Do you have the box against "Confirm conversions at open" checked in Office
Button > Word Options > Advanced > General?  Did you re-attach the data
source to the main document?  If you did, did a dialog box open asking you
for the method by which the connection should be made?  If it did, did you
click on the "Show all connections" button?  That may be required to expose
the DDE connection method.

Signature

Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

Graham;

Tried your suggestion, didn't work for me. I didn't receive any options to
use DDE. Is this because I'm using a Word template that I created back in
2003?

Signature

Regards
Michael Koerner

The default merge will only merge the raw data. You can format the field and
add a charformat switch to ensure that the formatting sticks, but if your
italics are only in part of the field this won't help much. In that case,
from the Tools menu in Word, select Options and then go to the General tab
and check the box against the "Confirm conversions at open" item.  (In Word
2007 it is Office Button > Word Options > Advanced > General > Confirm file
format conversion on open). Then when you attach the data source to the mail
merge main document, you will be given the option of using the DDE method of
connection which should read the data as you have it formatted in the table.
However DDE connection can be quite flaky.

Signature

<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor -  Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>

"Michael Koerner" <iamnot@home.com> wrote in message
news:%23qsuiFxmIHA.3532@TK2MSFTNGP05.phx.gbl...
Using Office 2007, when I do a mail merge using Excel as the data source.
The items I have in italics in Excel are removed once the merge is complete
in Word. Is there as setting I can use to ensure that font formatting is
retained? Or, maybe a macro that I can run after the merge is complete to
change everything in () to italics including the ()

--

Regards
Michael Koerner

Michael Koerner - 12 Apr 2008 13:32 GMT
Doug;

Yes to Confirm conversions at open.

When I click on file open and select the template for the merge I get the screen seen here Initial Screen to which I reply yes. When the document opens, I click on the Mailings tab, finish & Merge, Edit individual documents, select all records, and OK to complete the merge.

Signature

Regards
Michael Koerner

 Do you have the box against "Confirm conversions at open" checked in Office
 Button > Word Options > Advanced > General?  Did you re-attach the data
 source to the main document?  If you did, did a dialog box open asking you
 for the method by which the connection should be made?  If it did, did you
 click on the "Show all connections" button?  That may be required to expose
 the DDE connection method.

 --
 Hope this helps.

 Please reply to the newsgroup unless you wish to avail yourself of my
 services on a paid consulting basis.

 Doug Robbins - Word MVP

 "Michael Koerner" <iamnot@home.com> wrote in message
 news:Ohml860mIHA.5260@TK2MSFTNGP03.phx.gbl...
 Graham;

 Tried your suggestion, didn't work for me. I didn't receive any options to
 use DDE. Is this because I'm using a Word template that I created back in
 2003?

 --

 Regards
 Michael Koerner

 "Graham Mayor" <gmayor@REMOVETHISmvps.org> wrote in message
 news:%23Vnj1axmIHA.5208@TK2MSFTNGP04.phx.gbl...
 The default merge will only merge the raw data. You can format the field and
 add a charformat switch to ensure that the formatting sticks, but if your
 italics are only in part of the field this won't help much. In that case,
 from the Tools menu in Word, select Options and then go to the General tab
 and check the box against the "Confirm conversions at open" item.  (In Word
 2007 it is Office Button > Word Options > Advanced > General > Confirm file
 format conversion on open). Then when you attach the data source to the mail
 merge main document, you will be given the option of using the DDE method of
 connection which should read the data as you have it formatted in the table.
 However DDE connection can be quite flaky.

 --
 <>>< ><<> ><<> <>>< ><<> <>>< <>><<>
 Graham Mayor -  Word MVP

 My web site www.gmayor.com
 Word MVP web site http://word.mvps.org
 <>>< ><<> ><<> <>>< ><<> <>>< <>><<>

 "Michael Koerner" <iamnot@home.com> wrote in message
 news:%23qsuiFxmIHA.3532@TK2MSFTNGP05.phx.gbl...
 Using Office 2007, when I do a mail merge using Excel as the data source.
 The items I have in italics in Excel are removed once the merge is complete
 in Word. Is there as setting I can use to ensure that font formatting is
 retained? Or, maybe a macro that I can run after the merge is complete to
 change everything in () to italics including the ()

 --

 Regards
 Michael Koerner
Doug Robbins - Word MVP - 12 Apr 2008 21:44 GMT
You do not appear to have re-attached the data source to the main document.  The easiest way to do this is to add the "Main document setup" button (from the Commands not in Ribbon group) to the Quick Access Toolbar (plus all of the other mail merge items) and then when you have the main document open, use the Main document setup button to change it to a normal Word document, which will remove the data source, then use that button again to change it back to a merge document of the type that you want to produce and then attach the data source.  You should now get a dialog asking you for the way in which the connection should be made.

Signature

Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

 Doug;

 Yes to Confirm conversions at open.

 When I click on file open and select the template for the merge I get the screen seen here Initial Screen to which I reply yes. When the document opens, I click on the Mailings tab, finish & Merge, Edit individual documents, select all records, and OK to complete the merge.

 --

 Regards
 Michael Koerner

   "Doug Robbins - Word MVP" <dkr@REMOVECAPSmvps.org> wrote in message news:e7q1p33mIHA.3532@TK2MSFTNGP05.phx.gbl...
   Do you have the box against "Confirm conversions at open" checked in Office
   Button > Word Options > Advanced > General?  Did you re-attach the data
   source to the main document?  If you did, did a dialog box open asking you
   for the method by which the connection should be made?  If it did, did you
   click on the "Show all connections" button?  That may be required to expose
   the DDE connection method.

   --
   Hope this helps.

   Please reply to the newsgroup unless you wish to avail yourself of my
   services on a paid consulting basis.

   Doug Robbins - Word MVP

   "Michael Koerner" <iamnot@home.com> wrote in message
   news:Ohml860mIHA.5260@TK2MSFTNGP03.phx.gbl...
   Graham;

   Tried your suggestion, didn't work for me. I didn't receive any options to
   use DDE. Is this because I'm using a Word template that I created back in
   2003?

   --

   Regards
   Michael Koerner

   "Graham Mayor" <gmayor@REMOVETHISmvps.org> wrote in message
   news:%23Vnj1axmIHA.5208@TK2MSFTNGP04.phx.gbl...
   The default merge will only merge the raw data. You can format the field and
   add a charformat switch to ensure that the formatting sticks, but if your
   italics are only in part of the field this won't help much. In that case,
   from the Tools menu in Word, select Options and then go to the General tab
   and check the box against the "Confirm conversions at open" item.  (In Word
   2007 it is Office Button > Word Options > Advanced > General > Confirm file
   format conversion on open). Then when you attach the data source to the mail
   merge main document, you will be given the option of using the DDE method of
   connection which should read the data as you have it formatted in the table.
   However DDE connection can be quite flaky.

   --
   <>>< ><<> ><<> <>>< ><<> <>>< <>><<>
   Graham Mayor -  Word MVP

   My web site www.gmayor.com
   Word MVP web site http://word.mvps.org
   <>>< ><<> ><<> <>>< ><<> <>>< <>><<>

   "Michael Koerner" <iamnot@home.com> wrote in message
   news:%23qsuiFxmIHA.3532@TK2MSFTNGP05.phx.gbl...
   Using Office 2007, when I do a mail merge using Excel as the data source.
   The items I have in italics in Excel are removed once the merge is complete
   in Word. Is there as setting I can use to ensure that font formatting is
   retained? Or, maybe a macro that I can run after the merge is complete to
   change everything in () to italics including the ()

   --

   Regards
   Michael Koerner
Michael Koerner - 12 Apr 2008 22:09 GMT
Thanks Doug.

Signature

Regards
Michael Koerner

 You do not appear to have re-attached the data source to the main document.  The easiest way to do this is to add the "Main document setup" button (from the Commands not in Ribbon group) to the Quick Access Toolbar (plus all of the other mail merge items) and then when you have the main document open, use the Main document setup button to change it to a normal Word document, which will remove the data source, then use that button again to change it back to a merge document of the type that you want to produce and then attach the data source.  You should now get a dialog asking you for the way in which the connection should be made.

 --
 Hope this helps.

 Please reply to the newsgroup unless you wish to avail yourself of my
 services on a paid consulting basis.

 Doug Robbins - Word MVP

   "Michael Koerner" <iamnot@home.com> wrote in message news:OpvEYlJnIHA.4196@TK2MSFTNGP04.phx.gbl...
   Doug;

   Yes to Confirm conversions at open.

   When I click on file open and select the template for the merge I get the screen seen here Initial Screen to which I reply yes. When the document opens, I click on the Mailings tab, finish & Merge, Edit individual documents, select all records, and OK to complete the merge.

   --

   Regards
   Michael Koerner

     "Doug Robbins - Word MVP" <dkr@REMOVECAPSmvps.org> wrote in message news:e7q1p33mIHA.3532@TK2MSFTNGP05.phx.gbl...
     Do you have the box against "Confirm conversions at open" checked in Office
     Button > Word Options > Advanced > General?  Did you re-attach the data
     source to the main document?  If you did, did a dialog box open asking you
     for the method by which the connection should be made?  If it did, did you
     click on the "Show all connections" button?  That may be required to expose
     the DDE connection method.

     --
     Hope this helps.

     Please reply to the newsgroup unless you wish to avail yourself of my
     services on a paid consulting basis.

     Doug Robbins - Word MVP

     "Michael Koerner" <iamnot@home.com> wrote in message
     news:Ohml860mIHA.5260@TK2MSFTNGP03.phx.gbl...
     Graham;

     Tried your suggestion, didn't work for me. I didn't receive any options to
     use DDE. Is this because I'm using a Word template that I created back in
     2003?

     --

     Regards
     Michael Koerner

     "Graham Mayor" <gmayor@REMOVETHISmvps.org> wrote in message
     news:%23Vnj1axmIHA.5208@TK2MSFTNGP04.phx.gbl...
     The default merge will only merge the raw data. You can format the field and
     add a charformat switch to ensure that the formatting sticks, but if your
     italics are only in part of the field this won't help much. In that case,
     from the Tools menu in Word, select Options and then go to the General tab
     and check the box against the "Confirm conversions at open" item.  (In Word
     2007 it is Office Button > Word Options > Advanced > General > Confirm file
     format conversion on open). Then when you attach the data source to the mail
     merge main document, you will be given the option of using the DDE method of
     connection which should read the data as you have it formatted in the table.
     However DDE connection can be quite flaky.

     --
     <>>< ><<> ><<> <>>< ><<> <>>< <>><<>
     Graham Mayor -  Word MVP

     My web site www.gmayor.com
     Word MVP web site http://word.mvps.org
     <>>< ><<> ><<> <>>< ><<> <>>< <>><<>

     "Michael Koerner" <iamnot@home.com> wrote in message
     news:%23qsuiFxmIHA.3532@TK2MSFTNGP05.phx.gbl...
     Using Office 2007, when I do a mail merge using Excel as the data source.
     The items I have in italics in Excel are removed once the merge is complete
     in Word. Is there as setting I can use to ensure that font formatting is
     retained? Or, maybe a macro that I can run after the merge is complete to
     change everything in () to italics including the ()

     --

     Regards
     Michael Koerner
 
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