Excel 2017 vba mailmerge

A classic!

Mail Merge in Excel VBA is a powerful feature that allows you to automate the process of creating documents with data from an Excel worksheet. Here's a step-by-step guide to help you get started:

Prerequisites:

Excel 2017 (or later) with VBA enabled.
A worksheet with data you want to merge into a document.

Step 1: Create a new module

Open the Visual Basic Editor by pressing Alt + F11 or navigating to Developer > Visual Basic in the ribbon.
In the Editor, click Insert > Module to create a new module.

Step 2: Declare variables and set up the Mail Merge

In the new module, declare the following variables:

Dim oWord As Object
Dim oDoc As Object
Dim oMailMerge As Object
Dim oDataSource As Object
Dim oRecordset As Object

Set up the Mail Merge by creating an instance of the Word.Application object:
```
Set oWord = CreateObject("Word.Application")
oWord.Visible = False
```
Step 3: Create a new Word document
Create a new Word document using the Word.Documents.Add method:
```
Set oDoc = oWord.Documents.Add
```
Step 4: Set up the Mail Merge data source
Set up the data source by creating an instance of the Word.MailMerge object:
```
Set oMailMerge = oDoc.MailMerge
```

Set the data source to your Excel worksheet:

Set oDataSource = oWord.Workbooks.Open("YourWorkbook.xlsx").Worksheets("YourSheetName")

Step 5: Execute the Mail Merge

Execute the Mail Merge using the oMailMerge.OpenDataSource method:
```
oMailMerge.OpenDataSource oDataSource
```
Set the merge fields using the oMailMerge.SetMailMergeFields method:
```
oMailMerge.SetMailMergeFields "YourField1", "YourField2", "YourField3"
```
Step 6: Save and close the document
Save the document using the oDoc.SaveAs method:
```
oDoc.SaveAs "YourDocument.docx"
```
Close the document using the oDoc.Close method:
```
oDoc.Close
```
Step 7: Clean up

Release the objects:

Set oWord = Nothing
Set oDoc = Nothing
Set oMailMerge = Nothing
Set oDataSource = Nothing

Example Code:

Here's an example code that demonstrates the Mail Merge process:

Sub MailMergeExample()
    Dim oWord As Object
    Dim oDoc As Object
    Dim oMailMerge As Object
    Dim oDataSource As Object
    Dim oRecordset As Object

    Set oWord = CreateObject("Word.Application")
    oWord.Visible = False

    Set oDoc = oWord.Documents.Add
    Set oMailMerge = oDoc.MailMerge
    Set oDataSource = oWord.Workbooks.Open("YourWorkbook.xlsx").Worksheets("YourSheetName")

    oMailMerge.OpenDataSource oDataSource
    oMailMerge.SetMailMergeFields "Name", "Address", "Phone"

    oDoc.SaveAs "YourDocument.docx"
    oDoc.Close

    Set oWord = Nothing
    Set oDoc = Nothing
    Set oMailMerge = Nothing
    Set oDataSource = Nothing
End Sub

Tips and Variations:

You can customize the Mail Merge process by using different data sources, such as a database or a text file.
You can also use VBA to automate the process of creating multiple documents with different data.
Make sure to adjust the file paths and names to match your specific requirements.

I hope this helps you get started with Mail Merge in Excel VBA!

Mail Knowledge

Excel 2017 vba mailmerge