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mail merge with 2/3 keys? cant get page break
I am stumped. I have read the Catalogue Mailmerge Tutorial and I need to combine most all of your posts but when I do I get the wrong results. I really have tried. If I knew a place to find the sytnax of the language it would help tremendously.
What I need: logo.jpg letterhead <emp name>key 1 - emp name <address> <city> These are the benefits for <emp name> and any listed dependents: Benefit Name<tab>Employee Per Pay Cost<tab>Benefit Amount <Benefit Name>tab<cost>tab<benefit amount>key 2 - Benefit code tab<dependent name> tab<dependent name> tab<dependent name> <Benefit Name>tab<cost>tab<benefit amount> tab<dependent name> tab<dependent name> tab<dependent name> <Benefit Name>tab<cost>tab<benefit amount> tab<dependent name> tab<dependent name> tab<dependent name> <new page for different employee> ======== * when I add the QUOTE 12 it gives me an error code OR it does a page break before each Benefit Name (I believe I am using the proper syntax) * Do I need a 3rd key to sort - by employee name - by benefit code - list of dependents I need to combine your Merge Records using Two Keys Force each new category to a new page Insert Content Data before repeated data (mine repeats before every new benefit (so I took it out of the code) - but I need it to be before the FIRST benefit - blue above) The mail merge will produce thousands of letters. The data is from an access database since we had to combine two spreadsheets. It *IS* a DIRECTORY merge I *do* have the file sorted: Emp Name Ded Code (The Benefit Name and Dependent all share the same Ded Code) Dependent Name I have attached 2 files. Your assistance is appreciated. Lisa Last edited by macropod; 01-05-2014 at 01:18 PM. Reason: Invalid image & reference to it deleted |
#2
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Hi Lisa,
Attached is a document containing a two-key application of the field code with before & after text, using the ‘State’ and ‘City’ fields in the tutorial’s sample data. Since I don't have access to your data source, it would be difficult for me to tailor the field code to that. Nevertheless, that's largely a matter of replacing the relevant mergefields in the sample with the ones you use, plus editing the associated text. I note from your post that you're using an Access database. Unless you're able to add a dummy final record, your last letter will not include the post-data text and you'll need to add that manually (e.g. via copy/paste from an earlier record). PS: We needed to delete the 'code' image you had as it wasn't showing anything (perhaps because it was corrupt) and was causing problems with the thread display.
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
#3
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Thanks Macropod! I changed the details to fit my specific case and got most of what I need. I even added in a jpg image (feeling quite proud of myself).
I need the BENEFIT (medical, dental, life ins, etc) to list the cost the employee pays or the benefit (like in life insurance). Since this would throw my Dependents down a line - would that mean that I need a 3rd key? If so, I need help inserting that. And knowing where to put the key "end" (so it will repeat). I have attached the HAVE NOW file and the WOULD LIKE file. My HAVE NOW file is amazing - thanks to you. I also have my coded doc attached too. Also - how do I find out more about this code syntax? Does this language have a name or something to search by? How would I find out the questions above if I didnt have you to help me? Not that I mind you helping me but if I need to make modifications based on different circumstances, I would like to know how to learn more. |
#4
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Hi Lisa,
Perhaps I'm missing something, but it seems to me your 'would like' format contains none of the before/after text and merely needs to use the tutorial's 'Merge Records by Category Using Two Keys' example, perhaps with some minor reformatting. As for documentation of field code syntax, there isn't much available but see: http://office.microsoft.com/en-us/wo...102110133.aspx? http://office.microsoft.com/en-us/wo...101830917.aspx
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
#5
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True - my "would like" was only showing the repeating data, not the formatting that would be needed. When I was beginning I was only trying to master the repeating data. The formatting would come later to make it more presentable.
Using your (very helpful) Tutorial as an example - I would like to explain more clearly what I am after: Using your City and State example - if there were also multiple Managers (Mgr) per City and you wanted a sort like: per State NSW per City Sydney per Mgr <tab> Representative <tab> Sales Mgr Jones Brown $5,300 Driver $8,700 Mgr Smith Gadzic $7,400 Williams $700 My question is - Would THIS scenario use 2 or 3 keys? my understanding is that a key is used to "keep entering data lines until you are done with that key". In my "Would Like" example I would like it sorted by: Employee Name Benefit name with the price per pay period and the Benefit Amount * Dependents for that Benefit I cant seem to do that with the two key sort that runs "Have Now". I can only seem to do: Employee Name Benefit name Dependent for that Benefit Benefit Name Dependent for that Benefit THANK YOU very much for the learning links! I appreciate all of your help. Lisa |
#6
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Quote:
Quote:
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
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