Hello Everyone,



I am a business Analyst, and reguarly create 'Story Packs'. I'm looking for a way to build them automatically from excel csv data. I'm 99% certain it can be done, and i've got almost there using a directory mail merge wizard, but i want to know if the below is possible, and how i'd do it:

Essentially the pack should be laid out like below:

Feature 1
Story 1.1, Description 1.1, Acceptance Criteria 1.1
Story 1.2, Description 1.2, Acceptance Criteria 1.2
Story 1.3, Decription 1.3, Acceptance Criteria 1.3

Feature 2
Story 2.1, Description 2.1, Acceptance Criteria 2.1
Story 2.2, Description 2.2, Acceptance Criteria 2.2

And So on. There could be any number of features, and any number of stories within each feature.

I've attached an example of my data source: Gdrive link - inputs.csv

I'm quite handy with VBA, so if that's required, so be it!

You can indeed 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.

The field coding for this is complex. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire.

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

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]