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Old 09-25-2018, 12:21 PM
lfcreds11 lfcreds11 is offline Windows 10 Office 2016
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Default Mail Merge for multiple rows for the same name

Hello all,


This is my first post and I have been trying to solve my issue by reading through the posts, but I am not grasping the codes to create my merge.

What I would like to do is group records for each employee on my team and send them an email with their statistics.

I have attached the word document and the data file.

I basically want to fill in the table below with each row for the month and put the 3 months of data in one email to the crewmember. (My sample data attachment only has 2 months of data and 2 employees).

Any help would be greatly appreciated
Attached Files
File Type: docx Sample Merge Letter.docx (15.0 KB, 5 views)
File Type: xlsx Sample Data.xlsx (34.6 KB, 4 views)
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Old 09-25-2018, 02:51 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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