#1
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Merging multiple records into one document
I am not very profficient with code so may need some help to get this working.
I am working on a Mac using Office 2008. If this won't work on a Mac, I can beg one of my kids for short term use on one of their school laptops which I think have the latest version on Office. 2011? We have an excel database of students that have joined a youth group in our church. Annual fees are charged per child. What I would like to do is create a merged letter to send home to each family, listing the child and dollar amount due and if possible, number of participants and total due. The database has a row for each child and is set up as follows: Name, Last | Name, First | Address | Parent Names | Parent Email | Grade | Dues. The word document looks similar to this: Due for the 2014-15 enrollment For your child(ren): ______________________________ ______________________________ ______________________________ ______________________________ X $_______________per child = $__________ (number of participants) (total) I've tried reading the document shared by Paul Edstein but I am completely lost. Thanks for any help you can give me Lani |
#2
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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 at:
http://windowssecrets.com/forums/sho...merge-Tutorial or: http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip 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 some worked examples, see the attachments to the posts at: https://www.msofficeforums.com/mail-...html#post23345 https://www.msofficeforums.com/mail-...html#post30327
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
#3
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Thanks for the reply. As stated in my OP, I already tried to follow the instructions in your wonderful tutorial but on the Mac, some of the commands like QUOTE, SET etc seem to be missing
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#4
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It wasn't clear from your initial post to which document you might have been referring - there are many possibilities.
All of the field commands used in the tutorial exist on the Mac and work in the same way. You can confirm this by using the sample data file & mailmerge main document provided with the tutorial. In any event, for the most part all you need do is copy & paste the relevant entire field code from the tutorial into your own mailmerge main document. Having done that, you can edit the text, layout and mergefield names (and/or add/delete mergefields). The whole point of having working fields in the tutorial instead of just text representations of them is to spare you the effort of recreating them from scratch.
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
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