Hi,
I've never done this kind of thing before and couldn't find any answers on the forum, so I'm hoping someone can help me write my letters

I have attached a picture of the columns I have in my excel spreadsheet.

Now I would like to create 1 letter per customer (column B) and also include a table at the end of my letter consisting of the last 6 columns.

I hope this is clear, but please ask if it's not or you need any further info.

Thanks in advance to all you skilled people out there!
Nadja

Attached Images

excel.JPG (82.7 KB, 41 views)

Hi nadja,

There has been a number of posts in this forum (and in numerous others) on this topic.

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:
Microsoft Word Catalogue/Directory Mailmerge Tutorial
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.

For a recent, worked example, see the attachment to post #13 at: https://www.msofficeforums.com/mail-...nt-dollar.html

Alternatively, you may want to try the Many to One utility on the MergeTools Add-in that you can download from the following page of Doug Robbins' Windows Live SkyDrive: Microsoft OneDrive - Access files anywhere. Create docs with free Office Online.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

Hi Paul,,
Thanks a lot for your answer.

I've been working on this for a few days now, but just can't seem to get it right. I get page breaks where I don't want them & my data seems to be all over the place

It's also strange that suddenly also the formatting has changed (some of the data is now Arial instead of Calibri). Any idea why this would have changed?

Attached are the files I'm using, plus a word document "cust 2" which shows how I want my letter to look like for customer 2 - any chance you could help me out with this? Thanks a ton, I really really appreciate this & so do my nerves

If anything is unclear, please let me know.

Thanks again
Nadja

Attached Files

	Cash Discount.docx (26.4 KB, 38 views)
	Cust 2.docx (23.9 KB, 22 views)
	Unearned Cash Discount January.xlsx (367.2 KB, 18 views)

Hi Nadja,

With your letter, everything except the letterhead should be within the field code. You can see this in the worked example, attachmed to post #13 at: https://www.msofficeforums.com/mail-...nt-dollar.html.

For what you appear to be trying to do, the field code from the tutorial's 'Using an Extra Field to Generate the Trailing Text Per Group' example seems to be the one to use, as you have totals in columns L and N.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

Hi,
I have now changed my letter. But there's still 2 things I can't figure out.

1) I get a section break after each invoice and a page break after the total. Why the section break? How can I get rid of this?

2) Word seems to output some of the data in Arial, even though everything seems to be in font Calibri when I check my original letter. Any idea why or how I can change this?

Thanks.

Hi Nadja,

1: That suggests you're using a Letter merge instead of a Directory/Catalog merge, as the Directory/Catalog merge code (correctly implementd) only generates page breaks between groups.

2: Probably because that's what font the relevant parts of the field code are in. In the mailmerge main document, press Alt-F9 to expose the field code, then use Ctrl-A to select the whole document. Apply the desired font format, then press Alt-F9 again to restore the field code.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]