Hi,

I am trying to create a table where I show the Name of the PORTFOLIO on one column, the ASSET CLASSES on the second column and TARGET value for each asset class.

I have attached the data, and the output I want from a mail merge on a word document.

The challenge I have with my data is some PORTFOLIOS do not have all the ASSET CLASSES and their TARGET VALUE. How can I run a mail merge in a way that the table will not show ASSET CLASSES with ZERO values?

If you see the excel spreadsheet you will understand what I am referring to.

How can I overcome this to effectively carry out a mail merge as shown in the output sheet?

Thanks!
John

Attached Files

Sample working - mail merge for a table showing only asset class which has values.xlsx (16.6 KB, 14 views)