Friday, 8 June 2012

Using MS Access Data in a Mail Merge

Suppose you have an Access Database containing the names and addresses of your customers.  Every now and again you may want or need to send a standard letter to each customer who has opted in to such mailings.  However, you are aware that these letters are going to look so much better, and work so much more effectively, if they are personalised to each particular recipient.  A basic example of this is to print the name and address of the customer at the top of the letter, and to include the customers title and surname in the greeting line.   We can go much further than this, of course, and include information about the customers account and even their previous orders (if appropriate).

There are two ways of doing this. We could create an access report which is fine and good. After all, the data is stored in Access, so why not create a the letter by means of such a report?  It is certainly possible to do so.  However, there may well be an advantage in merging your customer data stored in an Access table or query into an MS Word word-processing document.  It is arguably much easier to sit down and compose a well presented standard letter using MS Word (than it is to create the same document in an Access report).  It might be said that Word is a better tool for this particular job.

Mail Merge
The process whereby data from a table is integrated into a word processing document is known as a mail merge.  The following exercise explains how to use information from the Access table in Figure 1 below.

Figure 1: The schema of the Access table we shall be using.
Connecting to Access Data
This first stage in the process involves connecting MS Word to the database where the customer data  is stored. We are going to be working on blank document here, but normally you would begin by composing your standard letter.  The object of this exercise is to show how a Word document gains access to data in an MS Access table or query (rather than how to compose a well presented Word document per se).
  1. Open MS Word.  
  2. Click the SELECT RECIPIENTS icon.  This is located in the START MAIL MERGE group of the MAILINGS ribbon. Clicking the icon reveals a drop down menu.  
  3. Select USE EXISTING LIST from the drop down menu.
  4. Browse to the location of your Access Database (in the window that has opened) and  double click the it's file name.  This opens the SELECT TABLE dialog form in which you see all the tables and queries from your database.
    Figure 2: The SELECT TABLE dialog form.
  5. Double click the name of the table or query containing the customer names and addresses.  We are interested in the tblCustomer. The dialog form then closes.  You are now ready to select which fields to use in your document.

Accessing Table or Query Fields
We have now connected to the Access Database and the table in which the customer data is stored.  The next stage in the process is to insert fields from that table into the actual Word Document itself.  We are going to use fields to enter the customer's address at the top of the letter, and to produce a greeting line.  If we wanted, we could also go further and insert data from the table with the main text of the letter.
  1. Click the location on the document where the field is to be inserted.
  2. Click the lower half of the INSERT MERGE FIELD split button icon.  This is located in the WRITE AND INSERT FIELDS group of the MAILINGS ribbon.  A drop down list of fields appears (see figure 3 below).
    Figure 3: Insert Mail Merge Fields.
  3. Select the customers title field from the list. A title field place holder now appears on the document.
  4. Repeat step 2, this time selecting the surname field.  Make sure you leave a space between the two place holders. 
  5. Go to a new line and then repeat step 2 again, this time selecting the first address field.  Repeat this step for each of the address fields, each field on a separate line.
  6. Go down two  lines below the address fields to enter the greeting line.  Type a greeting such as "Dear ", leave a space, and then insert a title field, followed by another space, and then the surname field
Your document should now look like this:
Figure 4: The Mail Merge Field Placeholders.
Merging Access Data
Once you have added the mail merge fields to your document, you are nearly ready to run the mail merge. Before we do, however, it is a good idea to preview what the documents are going to look like after the data is merged. Do this by clicking the PREVIEW RESULTS icon on the MAILING RIBBON. Each record from the database is then merged onto a separate document. You can scroll through each of these "document records" using the navigation buttons in the PREVIEW RESULTS group. This is how our document looks when previewed:
Figure 5 (above): Preview for the first record of merged data.
We can now run the mail merge. Do this by clicking the FINISH AND MERGE button (see figure 6 above). You are then given the option to PRINT DOCUMENTS or EDIT INDIVIDUAL DOCUMENTS. Doing the latter opens a new instance of Word containing the merged documents. You are then free to make any adjustments that you see fit, and print out when ready.

Saturday, 2 June 2012

VBA Project Anatomy and Scope

Last week I explained how to create an Access VBA Custom Function in a global module.  This was something of a departure from what I covered in previous blog posts.  All of the programming I had covered previously has been associated with a given form or report - what we refer to as a  Class Object.  In this post we are going to take a step back and look at the general structure of a VBA Project as a whole,  and in so doing we will examine the concept and workings of Scope.

VBA Projects
I have mentioned in the past that Access and VBA are two separate, albeit closely related, pieces of development software.  When we create an access database, a VBA project linked to that particular database is created for us automatically.  It is within this project that we create and store all the code relating to our database.

Figure 1: The VBA Project Explorer
showing folders for Class Objects, Modules and
Class Modules.

The VBA project consists of three main elements: these are class objects, modules and class modules. These can be viewed in tree diagram format via the VBA Project Explorer (see Figure 1 right).

Class Objects
Class Objects contain code relating to elements in a  form or report.  We covered these in some detail in the Learning Access VBA series of posts. As you may remember, code from class modules is generally triggered when a form or report event is triggered (for example, the OnCurrent Event is triggered when the user moves into a record displayed on a form).

Modules, on the other hand are not associated with any particular form or report, but do contain variables, sub procedures and functions that can communicate with them in various ways.  They are a convenient place to keep code which can be read, written to, or called from the class objects.  Moreover, when declared Public, any given variable, sub procedure or function within a Module can be accessed from many different class objects (and sub procedures within class objects) elsewhere in the project.  As such, modules help us organise and manage our code, thereby making our VBA project more logical and efficient. 

Lets elaborate on this further.  Suppose we have a sub procedure called deleteRecord stored in a module.  It purpose is to delete a particular record from a particular table when called.  The advantage of locating this code in a module is so different forms in the database can also make use of this same code.  So rather than  re-write the same section of code in each form, we write it once in a module, and call it whenever one of the forms needs to use it.  As such, we not only write less code, and save time in so doing, but we can easily maintain and modify that code since it is located in one module. That is to say, if we want to change how the  deleteRecord command button behaves in all the sharing forms, we only need update our code in one central place.

Class Modules
So far we have said little about Class Modules, the third main element of a VBA Project.  These are actually worthy of a complete series of blog posts in their own right (something which I may well do in the future). For now, however, let's just say they offer the programmer a way of creating their own custom objects made up of properties, methods and events.  Like conventional modules, class modules also help the programmer organise and manage code, but in a way that is potentially more complex and powerful.

With the partitioning of class objects, modules and class modules, VBA Projects have the potential to become very large and complicated.  On the one hand these different project 'zones' need to be self contained so something happening in one class module does not interfere with something happening in another elsewhere; yet on the other, they also need to exchange information and communicate.  This is where the concept of Scope comes in.

The concept of scope relates to the way in which different zones of a VBA Project partition the processing of data that occurs within and between each of those sections. We are going to illustrate how this works in relation to variables and sub procedure/function calls. Lets start with how variables behave within a form's object class.

Figure 2:  A basic Class Object to illustrate Scope .

Variables and Scope
The screenshot in figure 2 shows a class object containing two sub procedures, Form_Load() and mySub().  A total of three variables are declared within the class object, two of which, - varB and varC  -are contained within sub procedures. VarA on the other hand is declared above both sub procedures in what is known as the General Declarations section.  The difference in positioning has a direct effect on the scope of each variable.  Let's examine this in more detail.

VarB is declared within the form's Form_Load() sub.  This means the scope of varB is local to this sub, and can only be accessed by code within it.  As such, we can can only read and write to this variable from within the same sub procedure in which it is declared. So, for example, if we assign a value to varB within the Form_Load() sub, we will not be able to read that value from code executed within mySub and vice versa.  This is what is meant by a local variable.

VarA on the other hand is written within the General Declarations section outside of any sub procedure.  The scope of any variable declared here is class object wide.  That is, it can be accessed from anywhere within it's own class object.  As such, we can assigned a value to varA in the Form_Load() sub, and then read that same value externally from mySub.  What we can't do, however, is access the variable from outside of this particular class object.  To do this we need to declare a Public Variable from a Module.

Public Variables
The scope of a public variable declared in a module is project wide - that is to say, it can be accessed from any class object, module or class module in the project.  Public variables are declared using the Public Statement (as opposed to the usual Dim Statement) in the module's General Declarations section (see Figure 3 below for an example).

Figure 3: The shows the Public Variable, varX, in the General Declarations section of Module1.
As you can see, the VBA Project in Figure 3 contains two class objects (Form_frmReadPublicVariable and Form_frmScopeTest) and a module (Module1).  Since the variable varX has been declared with the Public statement in the General Declarations section of Module1, it can be accessed from both class objects.  As such we can assign a value to varX in the Form_frmScopeTest class object, and then read that same value some time later from a sub procedure in Form_frmReadPublicVariable.  However, the disadvantage of using public variables is that they make code potentially more difficult to debug, especially in large projects where the variable might be accessed from sub procedures in many different class objects, modules and class modules.  To some extent we could say that public variables undermine the code management advantages from working in a partitioned VBA project.  That said, they can be a really useful programming tool if used carefully.

Scope and Persistence
Before we move on to look at sub procedure and function calls, it is important to say something about the nature of scope and persistence.  In the context of scope, persistence is how long a value assigned to a variable lasts or persists.  How long, that is, before the variable value is lost and forgotten.  So, for example, if we assigned a value to a local variable declared within a sub procedure using the Dim Statement, that value will persist only as long as the sub procedure is running(1).  Once the sub has finished the value assigned to the variable no longer persists.  Likewise if a variable is declared within the general declarations section of a form class object, any value assigned to the variable will only persist whilst that form is still open.  Once closed the value is lost. Of course it is public variables which have the greatest persistence.  Any value assigned to one of these will last until the database application is closed.

(1) There is an exception to this rule.  We can declare the variable using the Static Statement instead of Dim.  Doing so enables the value to persist, but only within the sub where it has been declared.  The next time that particular sub executes, the previous variable value is remembered and can be read by code (providing that code is still within the same sub).

Scope and Sub Procedure / Function Calls
If you read my post on Writing Custom Functions for Access VBA last week, you may already be familiar with the concept of calling a function.  You may recall how the myPercentage function located in an external module was called from a sub procedure within a form's class object.  You may also recall how we passed three parameters to that function.  The significance of being able to pass parameters in this way, is very important from the perspective of scope.  That is to say, if the calling sub procedure needs to share a local variable with the called function or sub, passing local data in the form of a parameter enables us to bypass the issue of scope.  As such, parameters are a way of letting various parts of the VBA project share information and communicate without compromising the real need to keep the project strictly partitioned in an organised manner.

Lets examine a simple example of how passing a parameter, this time in a sub procedure call, can bypass the issue of scope:

Private Sub Command9_Click()
    Dim varThis As Integer
    varThis = 10
    Call thatSub(varThis)
End Sub

Private Sub thatSub(argReceived As Integer)
    MsgBox ("The argument received is: " & argReceived)
End Sub

Here we have two private sub procedures within the a form's class object.  When the user clicks a command button, the Command9_Click sub procedure begins to run.  It defines a local variable called varThis and assigns it with the integer value 10.  The next line calls the thatSub sub procedure, passing the local variable varThis as the parameter.  This call results in the execution of thatSub.  Notice how the first line of thatSub contains the code argReceived As Integer within brackets.  This is where the passed parameter (varThis) is received by the called sub procedure.  The parameter which has been passed is now referred to as an argument, and it's value can be accessed from code within the receiving sub procedure.  As such, when the second line of code in thatSub runs, a message is displayed ending with the value contained in argReceived (see figure 4 below).  

Figure 4: The message displayed from the
 MsgBox method in thatSub.
We see, therefore, that the value contained in what is a local variable has been passed to a different sub procedure which would otherwise have been outside that variable's scope.

In this post we have seen how the VBA project is partition into various zones, and how those zones are largely self contained in terms of data processing.  This partitioning is maintained via a set of rules collectively known as scope, the advantage of which is the management of code within the project.  Since there is a legitimate requirement for these zones to exchange information, the working of scope can be bypassed in a managed manner through the passing of parameters and receipt of arguments.