Microsoft Office Forums

Go Back   Microsoft Office Forums > Microsoft Word > Mail Merge

Reply
 
LinkBack Thread Tools Display Modes
  #1  
Old 10-26-2016, 02:39 PM
mklindquist0815 mklindquist0815 is offline Windows 7 64bit Office 2013
Novice
 
Join Date: Oct 2016
Posts: 8
mklindquist0815 is on a distinguished road
Default 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.
Attached Files
File Type: docx FA Award Letter.docx (16.5 KB, 4 views)
File Type: xlsx Test_Data.xlsx (8.5 KB, 6 views)
Reply With Quote
  #2  
Old 11-01-2016, 06:18 PM
macropod's Avatar
macropod macropod is online now Windows 7 64bit Office 2010 32bit
Administrator
 
Join Date: Dec 2010
Location: Canberra, Australia
Posts: 16,647
macropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to behold
Default

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
[MS MVP - Word]
Reply With Quote
  #3  
Old 11-02-2016, 03:01 PM
mklindquist0815 mklindquist0815 is offline Windows 7 64bit Office 2013
Novice
 
Join Date: Oct 2016
Posts: 8
mklindquist0815 is on a distinguished road
Default

I"m confused what you are exactly saying?
Reply With Quote
  #4  
Old 11-02-2016, 03:52 PM
macropod's Avatar
macropod macropod is online now Windows 7 64bit Office 2010 32bit
Administrator
 
Join Date: Dec 2010
Location: Canberra, Australia
Posts: 16,647
macropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to behold
Default

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.
Attached Files
File Type: docx FA Award Letter.docx (19.7 KB, 2 views)
File Type: xlsx Test_Data.xlsx (8.9 KB, 4 views)
__________________
Cheers,
Paul Edstein
[MS MVP - Word]
Reply With Quote
  #5  
Old 11-03-2016, 07:19 AM
mklindquist0815 mklindquist0815 is offline Windows 7 64bit Office 2013
Novice
 
Join Date: Oct 2016
Posts: 8
mklindquist0815 is on a distinguished road
Default

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
Reply With Quote
  #6  
Old 11-03-2016, 12:38 PM
macropod's Avatar
macropod macropod is online now Windows 7 64bit Office 2010 32bit
Administrator
 
Join Date: Dec 2010
Location: Canberra, Australia
Posts: 16,647
macropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to behold
Default

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
[MS MVP - Word]
Reply With Quote
  #7  
Old 11-03-2016, 12:54 PM
mklindquist0815 mklindquist0815 is offline Windows 7 64bit Office 2013
Novice
 
Join Date: Oct 2016
Posts: 8
mklindquist0815 is on a distinguished road
Default

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.
Reply With Quote
  #8  
Old 11-03-2016, 02:27 PM
macropod's Avatar
macropod macropod is online now Windows 7 64bit Office 2010 32bit
Administrator
 
Join Date: Dec 2010
Location: Canberra, Australia
Posts: 16,647
macropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to behold
Default

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
[MS MVP - Word]
Reply With Quote
Reply

Thread Tools
Display Modes


Similar Threads
Thread Thread Starter Forum Replies Last Post
Mail Merge is Deleting objects in my header and footer during the merge bgranzow Mail Merge 9 06-05-2015 05:03 AM
Is data merge and mail merge the same thing? ikearns Mail Merge 1 09-12-2014 03:53 AM
Mail merge how to link mail merge field value to a column heading dsummers Mail Merge 1 05-08-2014 02:59 PM
Mail Merge Duplication of address on merge RICKY Mail Merge 1 09-26-2012 03:14 PM
Saving INDV mail merges During the mail merge sedain121 Mail Merge 2 10-04-2011 07:52 PM


All times are GMT -7. The time now is 10:47 PM.


Powered by vBulletin® Version 3.8.1
Copyright ©2000 - 2017, Jelsoft Enterprises Ltd.
SEO by vBSEO ©2011, Crawlability, Inc.
MSOfficeForums.com is not affiliated with Microsoft