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Old 04-06-2017, 11:58 AM
jaggu jaggu is offline Windows 7 64bit Office 2007
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Default Mail merge with variable content from Excel

Hi Helpers,

I have an excel sheet which contains following column titles:

Post Date of Interview Venue Applicant Name

Sample Data:

Clerk 12/04/16 Main Hall Mr. XYZ
Helper 15/04/16 Central Hall Mr. XYZ

and so on.


It means that one person may have applied for multiple posts. There is no restriction for that.

So, I have different number of rows for different applicants. e.g. Mr. XYZ have applied for 3 posts so 3 rows for him. Mr. ABC may have applied for 5 posts, so 5 rows for him and so on.


Now I want to do mail merge for all the applicants to intimate them about post applied for, date of interview and Venue in a tabular form along with some fixed information like some instruction and their name to be printed only once in a letter.

In my case, Mr. XYZ's letter will contain a table with 3 rows and Mr. ABC's letter will contain 5 rows.

Is is possible in mail merge with data in excel?



If yes then how? Please help me.

Thanks in advance.

Jaggu
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  #2  
Old 04-06-2017, 03:01 PM
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macropod macropod is offline Windows 7 64bit Office 2010 32bit
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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.

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

Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An example of this approach can be found at: http://answers.microsoft.com/en-us/o...1-1996c14dca5d
The DATABASE field can even be used without recourse to a mailmerge. An example of such usage can be found at: http://www.msofficeforums.com/mail-m...html#post67097

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
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Old 04-07-2017, 12:39 PM
jaggu jaggu is offline Windows 7 64bit Office 2007
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Hi,
I am not getting the tutorial. Please can you give me steps to do this? It will be a great help.

Thanks
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Old 04-07-2017, 05:01 PM
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macropod macropod is offline Windows 7 64bit Office 2010 32bit
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Quote:
Originally Posted by jaggu View Post
I am not getting the tutorial. Please can you give me steps to do this? It will be a great help.
To get the tutorial, just follow the links I posted and download from there. Note that you'd have to register at Windows Secrets to download from that forum.
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Old 05-09-2017, 08:16 AM
BADeb BADeb is offline Windows 7 64bit Office 2010 64bit
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The instructions are there but the .dotm files are not. I can't find them. Where do we get those?
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Old 05-09-2017, 02:00 PM
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macropod macropod is offline Windows 7 64bit Office 2010 32bit
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There are no dotm files in the tutorial and it doesn't mention any. What is included with the tutorial is a demonstration mailmerge main document and datasource.
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