For years, I have prepared reports by merging a word template document with an excel spreadsheet, where the variables are entered on excel.
Recently, I started using Office 365 and so automatically upgraded to Word 3013. Now the process for merging doesn’t work. Can anybody tell me what I’m doing wrong?
These are the steps that used to work.
- Open word template
- Go to mailings and select recipients
- Choose existing list and find the correct spreadsheet
- Double click spreadsheet name to get “open data source” box
- Choose MS excel worksheets via DDE
- Select all
- Preview results, and voila! the report would be populated with data
Also, during this process, the excel spreadsheet I choose opens on screen so I can change data entries, etc.
Now at step 5 after clicking MS excel worksheets via DDE, I get an error message saying “word could not re-establish a DDE connection to MS excel to complete the current task.
In addition, the excel spreadsheet does not open.
The error message has a ‘show help’ button which refers me to the MS Knowledge Base Article 918594. I took the steps I thought were appropriate but still no results.
Can anyone tell me what I’m doing wrong?
