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Old 08-22-2014, 12:39 PM
paulys paulys is offline if address is repeated in subsequent records Windows 7 32bit if address is repeated in subsequent records Office 2007
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Dear all, I am very new to mail merge and hence am reluctant to present my problem, I have a data source having fields namely "name", "add1", "add2", "no of items" and "quantity of items". In the main document(Word), after finishing mail merge, the contents of "no of items" and "quantity of items" is displayed in a tabular format, having one row having two columns.



In the data source, the "name" may repeated in the subsequent records, meaning the corresponding "no of items" and "quantity of items" relates to the same person.

In such cases I wish to have "no of items" and " quantity of items" of the same name in a single page when mail-merged. That is if the same "name" is appearing in the data base in three rows (records), there should be only one merged record with all the 3 data (contained in "no of items" and "quantity of items") in three rows in tabular form with 3 rows having two columns.

I hope i have presented the problem... Thanks in advance
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  #2  
Old 08-22-2014, 03:52 PM
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You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial at:
http://windowssecrets.com/forums/sho...merge-Tutorial
or:
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip
The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it.

For some worked examples, see the attachments to the posts at:
https://www.msofficeforums.com/mail-...html#post23345
https://www.msofficeforums.com/mail-...html#post30327
http://windowssecrets.com/forums/sho...l=1#post928391

Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor at http://www.gmayor.com/ManyToOne.htm; or
Doug Robbins at http://bit.ly/1hduSCB

In addition to a 'Many to One' merge, the latter handles:
• Merge with Charts
• Duplex Merge
• Merge with FormFields
• Merge with Attachments
• Merge to Individual Documents
• Merge, Print and Staple
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  #3  
Old 10-06-2014, 11:15 AM
Eric F Eric F is offline if address is repeated in subsequent records Windows Vista if address is repeated in subsequent records Office 2010 64bit
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I have read a lot of your posts in different forums on the subject of mail merge, utilizing the MergeSEQ and Key fields. However despite my hours of trying my own formulas, copying and pasting others then editing, I have not been able to figure out how to get the mail merge to input correctly.

In my situation I have an excel spreadsheet of Multiple owners, each with a unique Owner ID. A lot of these owners own multiple properties with different names and values.

I want to create one merge document per owner, with a table inside of the document that includes all of the given owner's interest and its three details. Property name, Property Value, and Property Operator.

Any help would be appreciated. I have ready your manual and other posts and still feel completely in the dark.

Thanks!
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Old 10-06-2014, 08:12 PM
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Without seeing at least your mailmerge main document, there's little anyone can add to what's already explained in the links. Simply saying "I have not been able to figure out how to get the mail merge to input correctly" really doesn't give a clue as to what the issue is.

You can attach a document to a post via the paperclip symbol on the 'Go Advanced' tab at the bottom of this screen.
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Old 12-07-2014, 05:21 PM
Eric F Eric F is offline if address is repeated in subsequent records Windows Vista if address is repeated in subsequent records Office 2010 64bit
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Paul,

Thanks for your response. I did not share the code or document because I figured it would be too complex to explain via a messageboard. I am not sure if I am able to email you directly, the merge file as well as the excel data, since based on these threads you appear to be an expert in mergeseq.

Im willing to pay someone for help as well if that is what is needed. If you have any recommendations on who to reach out to that would be very helpful.
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Old 12-07-2014, 05:35 PM
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For the most part, all you'd need to attach here is the mailmerge main document, plus with workbook with some sample data (obfuscate anything sensitive). A brief explanation of what aspects you're having trouble with would also be useful.

Payment isn't an issue and, in any event, I doubt you'd find anyone who'd be able to do the job. The other option, as indicated earlier, is to use one of the 'many-to-one' addins for which I provided links.
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Old 12-07-2014, 07:59 PM
Eric F Eric F is offline if address is repeated in subsequent records Windows Vista if address is repeated in subsequent records Office 2010 64bit
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I have attached a sample data set as well as my best effort on the MergeSeq on the word document. My goal is to have an exhibit on page 2 for every owner that lists out the "Well" "Operator" "Interest" and "Offer" for each property that an owner has.
Attached Files
File Type: doc Exhibit Merge.doc (36.0 KB, 8 views)
File Type: xlsx Owners for Test Exhibit.xlsx (47.5 KB, 8 views)
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  #8  
Old 12-08-2014, 04:10 PM
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I can see no evidence from your mailmerge main document that you've even attempted to set it up for the kind of merge the tutorial describes - it's even configured for a label merge, which has nothing to do with anything the tutorial discusses.

Your letter also has the line:
Copper Creek hereby offers to purchase your interest in the attached Exhibit for $«Offer_»
but it's not at all clear whether this is meant to be an aggregate for all the recipient's interests, or whether you mean to itemise them there.

I suggest you study what the tutorial says, and how the coding has been implemented in the links. If you get stuck, post back with an updated copy of you mailmerge main document and another document showing what a typical output document is intended to look like.
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