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Old 09-07-2018, 08:38 AM
ARoude ARoude is offline Windows 7 64bit Office 2016
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Angry Mail merge with multiple rows of data

Hello everyone, I'm hoping someone here can help me before I rip my hair out.



I have a couple of legal document templates I currently work with, but I need to make them merge from an excel sheet with all my data. Sounds easy enough, except each owner on my sheet has multiple rows worth of data within multiple columns. Each owner would need to be on their own document, but I've been having to copy and paste over the data since I can only get the first row to merge.

I have attached screen shots of a sample table and a mock sheet of data so you can get a better visual. The name and loan amount merge earlier in the document and then the table is the last thing to merge. Is there a way to do this?

Please help!!!
Attached Images
File Type: png Mock Sheet.PNG (44.5 KB, 9 views)
File Type: png Table Example.PNG (3.5 KB, 9 views)
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  #2  
Old 09-07-2018, 02:10 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 in the 'Sticky' thread at the top of this forum:
http://www.msofficeforums.com/mail-m...-tutorial.html
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.

Depending on what you're trying to achieve, the field coding for this can be 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

Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An outline of this approach can be found at: http://answers.microsoft.com/en-us/o...1-1996c14dca5d
Conversely, if you're using a relational database or, Excel workbook with a separate table with just a single instance of each of the grouping criteria, a DATABASE field in a normal ‘letter’ mailmerge main document could be used without the need for a macro. An outline of this approach can be found at:
https://answers.microsoft.com/en-us/...f-8642e46fa103
For a working example, see:
http://www.msofficeforums.com/mail-m...-multiple.html

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 09-10-2018, 06:26 AM
ARoude ARoude is offline Windows 7 64bit Office 2016
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Thank you for responding Macropod.

I had actually seen those replies on other threads and attempted to apply their methods but I believe what I am stuck on is the coding itself. This is not something I have done before, so I am not entirely sure where to put the coding for it to work properly....

Plus, I am working with Word 2016, so the wizard mentioned in your tutorial A) looks different and B) has different options. I've read that Office 2016 in general is not as receptive as older versions to changes such as this so I am really hoping this can be done...
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Old 09-10-2018, 02:32 PM
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macropod macropod is offline Windows 7 64bit Office 2010 32bit
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Quote:
Originally Posted by ARoude View Post
TI am working with Word 2016, so the wizard mentioned in your tutorial A) looks different and B) has different options.
The dialogue is the same in Word 2007-2016. See the image at Step 2 Item 2 in: https://support.office.com/en-us/art...B-0A948FA3D7D3 and the process is the same.
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