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MS Office Forum / Word / Document Management / January 2007Mail Merge from Excel data source
Is there a way to run merge records from Excel which groups certain records together. I have a report which is exported from a finance system and I want to have a generic template which I can merge outstanding invoices. One site in this report may have 10 outstanding invoices but currently I've been unable to figure out how to "group" the records together. A sample: Line No. | Invoice No. | Date | Description | Cost Centre | Invoice Amt | Payment Amt | Balance | Attention | Email 1 | 100 | 1/01/01 | John Doe | 001030 | 345 | 0 | 345 | Jane Doe | jane.doe@email.address ...and so forth. The current report is 207 lines long and one person could have 2 records and some could have 30 records. Is there a way to group records via Name or Email address for merge? What I want to achieve is each outstanding invoice record for Jane Doe is listed in a table in word and I can't remember how I did (it's been a few years). This is not something that Word's merge is designed to do, and to force it to do so is complex - see How to use mail merge to create a list sorted by category in Word 2002 - http://support.microsoft.com/?kbid=294686  Signature<>>< ><<> ><<> <>>< ><<> <>>< <>><<> Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org <>>< ><<> ><<> <>>< ><<> <>>< <>><<> > Is there a way to run merge records from Excel which groups certain > records together. [quoted text clipped - 21 lines] > is listed in a table in word and I can't remember how I did (it's been > a few years). I had been trying that out yesterday and the results came out different than what's displayed on their sample. The MS example (which is what I used to see if I can get it to work) stated this: The fields laid out in this example produce a sorted list as follows: Atlanta Galos $3,000 Delaney $50,000 Henningsen $10,000 Houston Johnson $8,000 Kelly $9,000 Pak $0 Except, I had every line on a seperate page (and I didn't use the pagebreak option) I'm using Word 2003. It's not as if we could use Word as a front end and run a query on the excel data? While KEY1 = PRIMARY.KEY then return data that relates to PRIMARY.KEY in table End While > This is not something that Word's merge is designed to do, and to force it > to do so is complex - see How to use mail merge to create a list sorted by > category in Word 2002 - http://support.microsoft.com/?kbid=294686 Dis you set the document type to Directory? Signature<>>< ><<> ><<> <>>< ><<> <>>< <>><<> Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org <>>< ><<> ><<> <>>< ><<> <>>< <>><<> > I had been trying that out yesterday and the results came out > different than what's displayed on their sample. [quoted text clipped - 29 lines] >> list sorted by category in Word 2002 - >> http://support.microsoft.com/?kbid=294686 > Did you set the document type to Directory? Certainly did and it worked as hoped but as soon as I tried to include the records in a table, it didn't work. I couldn't have records split into rows. If I emailed the documents across would that give you a better understanding? I found something a bit different, doesn't use word but uses excel and it does the job. It's rather interesting how it works and it does the job. http://ukww.net/patools/excel/am.htm I also came across this. http://msdn2.microsoft.com/en-us/library/aa140197(office.10).aspx I came across another site that explains it in simple terms. http://cornell.veplan.net/article.aspx?&a=3815 I don't think these can be emailed. I've also discovered that I can not put the fields a table otherwise it won't expand the list. It will be restricted to the one row or as many rows as included in the table. |
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