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#1
10-26-2016, 02:39 PM
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Mail Merge
What I'm trying to do I"m not sure what to call it. I have a table and the data I'm merging in comes from Excel. I want the columns to have the Subscription Period value and then the rows below it the fund name with the disbursement amounts for each of the subscription periods. I was sort of able to get the Subscription Periods to go across the columns using Next Record but then I wasn't sure how I go about tying the fund, amounts to the subscription periods. Then I am not sure how I add credits to the bottom. 
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#2
11-01-2016, 06:18 PM
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Your data are not appropriately laid out for a mailmerge. You should be using one row for each record, with a separate column for each field that is to appear in the letter. Each column would have a unique name in the first row and each cell in the output document would have a mergefield corresponding to the relevant column name in Excel.
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word]
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#3
11-02-2016, 03:01 PM
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I"m confused what you are exactly saying?
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#4
11-02-2016, 03:52 PM
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You should have all the fields for 'Kelly' on a single row in Excel. One column for 'FirstName', separate columns for each 'Subscription Period', separate columns for each 'Fund Name', and separate columns per 'Fund Name' per 'Subscription Period' for each of 'disbursement_netAmount', 'numCourses', & 'SumRegUnits'. Your mailmerge main document would then use mergefields referencing each of these column names for the relevant cells. See attached examples - you'll probably want to change the column names and associated mergefield names.
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word]
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#5
11-03-2016, 07:19 AM
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I see what you are saying. Now just to figure out how to create a SQL to get the data to come out that way..... do you know SQL? LOL
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#6
11-03-2016, 12:38 PM
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Your reference to SQL suggests the data are in a database from which the mailmerge should be able to obtain the data directly, without the need to produce the Excel file as an intermediate step. My knowledge of SQL is limited.
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word]
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#7
11-03-2016, 12:54 PM
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Yeah that is possible but in the database the different periods are not specified. The Period relates to the different set of start/end dates.
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#8
11-03-2016, 02:27 PM
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The alternative would be to extract the data, similar to what you're now doing, but with all the fields for each period on a single line, then use an Excel macro to reformat the data so that the other periods are transferred to the same line.
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word]
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