Mail Merging Word by excel sheet

Mandy11 · #3 05-24-2015, 06:36 AM

If you have a lot of data, I would suggest you create a quick pivot table and sum the invoices. Then copy and paste/special the data so you can use it for the mail merge.

This is what I did:

1.) The 1st thing I had to do to your spreadsheet was change the xBEDRAGOPEN column to numbers (it was in text format).

2.) I created the quick pivot table to sum the invoices (Pivot Table sheet)

3.) I cut and paste/special the pivot table data and then it is ready for a mail merge (Mail Merge sheet).

Hope this helps.

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