Microsoft Office Forums

Go Back   Microsoft Office Forums > >

Reply
 
Thread Tools Display Modes
  #1  
Old 05-20-2015, 07:09 AM
Marcovalkenburg Marcovalkenburg is offline Mail Merging Word by excel sheet Windows Vista Mail Merging Word by excel sheet Office 2007
Novice
Mail Merging Word by excel sheet
 
Join Date: May 2015
Posts: 1
Marcovalkenburg is on a distinguished road
Default Mail Merging Word by excel sheet

Dear all,

I have a question about mail merging with Word. I want to send payment reminders to all my customers. So i have a excel sheet with all the information. But i need in Word a formule!!

Some debtors has more invoices outstanding. I cant send them right now one email with all the invoices. If a debtor has three outstanding invoices i have to send three email. I want to sum up the invoices if the debtors number is the same. With a total amount under all the invoices.

Can someone help me with the formule in Word, see enclosed?



I need a IF formule somewhere. I have enclosed two files. One word file for the merging. And the excel sheet.

I hope that you all can help me. if you have a question dont hesitate.
Attached Files
File Type: docx Test Office.docx (21.4 KB, 13 views)
File Type: xlsx TEST.xlsx (10.6 KB, 9 views)
Reply With Quote
  #2  
Old 05-21-2015, 01:36 AM
gmayor's Avatar
gmayor gmayor is offline Mail Merging Word by excel sheet Windows 7 64bit Mail Merging Word by excel sheet Office 2010 32bit
Expert
 
Join Date: Aug 2014
Posts: 4,101
gmayor has much to be proud ofgmayor has much to be proud ofgmayor has much to be proud ofgmayor has much to be proud ofgmayor has much to be proud ofgmayor has much to be proud ofgmayor has much to be proud ofgmayor has much to be proud of
Default

This is many to one mail merge. Word's mail merge is one to one. The simplest solution is to use http://www.gmayor.com/ManyToOne.htm and put the list in a table (without cell borders if you wish) to create the merge.
__________________
Graham Mayor - MS MVP (Word) (2002-2019)
Visit my web site for more programming tips and ready made processes www.gmayor.com
Reply With Quote
  #3  
Old 05-24-2015, 06:36 AM
Mandy11 Mandy11 is offline Mail Merging Word by excel sheet Windows 7 64bit Mail Merging Word by excel sheet Office 2003
Novice
 
Join Date: May 2015
Posts: 18
Mandy11 is on a distinguished road
Default

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.
Attached Files
File Type: xls TEST.xls (27.5 KB, 8 views)
Reply With Quote
  #4  
Old 06-05-2015, 05:40 PM
macropod's Avatar
macropod macropod is offline Mail Merging Word by excel sheet Windows 7 64bit Mail Merging Word by excel sheet Office 2010 32bit
Administrator
 
Join Date: Dec 2010
Location: Canberra, Australia
Posts: 21,956
macropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond repute
Default

Quote:
Originally Posted by Mandy11 View Post
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 adds a quite unnecessary manual step that is not conducive to meeting the OP's needs.

As an alternative to installing a many-to-one utility, you can also 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
http://windowssecrets.com/forums/sho...l=1#post928391
__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]
Reply With Quote
Reply

Tags
excel 2013, mail merge date format, word 2013

Thread Tools
Display Modes


Similar Threads
Thread Thread Starter Forum Replies Last Post
Loss of formulae values when mail merging excel to word MellowMel Mail Merge 6 05-09-2014 09:08 AM
Mail Merging forumlas with Word 2010 aaiden Mail Merge 2 09-30-2013 03:48 PM
How to Copy data from Outlook mail and Paste it in a Excel sheet? padhu1989 Outlook 0 09-11-2012 04:07 AM
Mail merging and pulling varying data from Excel shannag1881 Mail Merge 0 10-05-2009 08:51 AM
HELP! Merging Excel to Word peevenjo Mail Merge 0 07-06-2007 03:24 PM

Other Forums: Access Forums

All times are GMT -7. The time now is 01:41 AM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2024, vBulletin Solutions Inc.
Search Engine Optimisation provided by DragonByte SEO (Lite) - vBulletin Mods & Addons Copyright © 2024 DragonByte Technologies Ltd.
MSOfficeForums.com is not affiliated with Microsoft