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MS Office Forum / Word / Mailmerge and Fax / March 2004

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Merging only a few companies from the total database in WORD

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dargill at SX840 - 16 Mar 2004 23:04 GMT
Win2K Pro SP2   Office 2000 9.0.3.8.2.1 SR-1
I have just spent two days trying to do someting that I think is supposed to
be *really* simple. I've used Word's flat database procedures for a number
of years, but not exactly the below scenario.

I use the same data document (Mailing List) (below) to create labels and
there is no problem there with doing the merge with the label main document.
I don't use any scripting or outside db - just simple flat table db.

Say that in my Word Table  data document I have forty companies with these
headers across the header row:
Title    Company    Address   City   State   Zip+4

I want to send a main document (letter) to only ten of these companies with
these inserted merge fields for the inside address:
?Company?
?Address1?
?City?  ?State?  ?PostalCode?

I have tried all the known (to me) possible variations of declaring only ten
records using the ?Company? field. I either get only the first record, or I
get this message:

! Word could not merge the main document with the data source because the
data records were empty or no data records matched your query options. (In
the main Mail Merge Helper, the main document and the data document have the
correct names automatically).

I started over again this morning and started from scratch (in this order)
(set up the main document, selected a data source, and inserted merge fields
in the main document. Click Mail Merge on the Tools menu. Under Merge the
data with the document, click Query Options, and then click the Filter
Records tab. In the Field box, click a data field, and then click a
comparison phrase in the Comparison box. In the Compare to box, type the
text or number you want to compare with the contents of the data field.

On the Filter Records tab, I clicked Company, [is equal to] Casler
Construction Co.
(1) What do I do with that one? and (2) How can I choose the other nine
companies?
Doug Robbins - Word MVP - DELETE UPPERCASE CHARACTERS FROM EMAIL ADDRESS - 17 Mar 2004 00:50 GMT
Two ways to do this -

1.    Open the datafile and delete the companies that you do not want and
save it with another filename and use that as the datasource.

2.    Add another field to the datafile and insert the same thing into that
field for the companies that you want and then filter on that field.

Signature

Please post any further questions or followup to the newsgroups for the
benefit of others who may be interested.  Unsolicited questions forwarded
directly to me will only be answered on a paid consulting basis.

Hope this helps
Doug Robbins - Word MVP

> Win2K Pro SP2   Office 2000 9.0.3.8.2.1 SR-1
> I have just spent two days trying to do someting that I think is supposed
[quoted text clipped - 43 lines]
> (1) What do I do with that one? and (2) How can I choose the other nine
> companies?
dargill at SX840 - 18 Mar 2004 10:24 GMT
I just had another thought:  How about if I insert a number column, put *1*
for each of the 10 companies I want and *2* for each of the companies I
don't want; sort, then split the table to separate the 1's from the 2's;
then run the merge? Is that what you meant in your #2 paragraph?

> Two ways to do this -
>
[quoted text clipped - 51 lines]
> > (1) What do I do with that one? and (2) How can I choose the other nine
> > companies?
Doug Robbins - Word MVP - DELETE UPPERCASE CHARACTERS FROM EMAIL ADDRESS - 18 Mar 2004 14:36 GMT
Not exactly.  In the Third section of the Mailmerge Helper, there is a
button besides the Execute button (Don't have Word 2k on this machine so
cannot check the name of it) but it takes you to a dialog where you can set
sorting and filtering criteria.  The filtering is done by selecting the
field that contains the data that you want to use as the filter and then
setting the value with which the data in that field for each record will be
compared to determine if it is merged or not.

Signature

Please post any further questions or followup to the newsgroups for the
benefit of others who may be interested.  Unsolicited questions forwarded
directly to me will only be answered on a paid consulting basis.

Hope this helps
Doug Robbins - Word MVP

>I just had another thought:  How about if I insert a number column, put *1*
> for each of the 10 companies I want and *2* for each of the companies I
[quoted text clipped - 69 lines]
>> > (1) What do I do with that one? and (2) How can I choose the other nine
>> > companies?
dargill at SX840 - 19 Mar 2004 06:01 GMT
I think you are talking about Query options - that is where the trouble
happens. Sometimes I can get the first one in, but always when I do the
second one, that's when I get the bad message. Here is that part of my first
message the other day:

click Query Options, and then click the Filter
Records tab. In the Field box, click a data field, and then click a
comparison phrase in the Comparison box. In the Compare to box, type the
text or number you want to compare with the contents of the data field.

On the Filter Records tab, I clicked Company, [is equal to] Casler
Construction Co.
(1) What do I do with that one? and (2) How can I choose the other nine
companies? [without getting the bad message]

> Not exactly.  In the Third section of the Mailmerge Helper, there is a
> button besides the Execute button (Don't have Word 2k on this machine so
[quoted text clipped - 77 lines]
> >> > (1) What do I do with that one? and (2) How can I choose the other nine
> >> > companies?
Doug Robbins - Word MVP - DELETE UPPERCASE CHARACTERS FROM EMAIL ADDRESS - 19 Mar 2004 06:42 GMT
What you need to do is insert that other column (=field)  that you mentioned
and insert something in that column that is unique to all of the records
that you want to merge.  Then in the Filter dialog of Query Options, select
that field and use [is equal to] the unique value.

Signature

Please post any further questions or followup to the newsgroups for the
benefit of others who may be interested.  Unsolicited questions forwarded
directly to me will only be answered on a paid consulting basis.

Hope this helps
Doug Robbins - Word MVP

>I think you are talking about Query options - that is where the trouble
> happens. Sometimes I can get the first one in, but always when I do the
[quoted text clipped - 116 lines]
> nine
>> >> > companies?
dargill at SX840 - 20 Mar 2004 08:15 GMT
Okay, I think I get it now. Yesterday I added MS Query Options from the
Office CD and this time I was able to add several rows of what I wanted, but
I'm going at it the wrong way. I will make the extra column, and I suppose
it will come out okay. Thanks.

> What you need to do is insert that other column (=field)  that you mentioned
> and insert something in that column that is unique to all of the records
[quoted text clipped - 121 lines]
> > nine
> >> >> > companies?
 
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