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Old 05-08-2016, 11:21 PM
AusSteelMan AusSteelMan is offline Filter Mail Merge based on a list of filter criteria Windows 7 64bit Filter Mail Merge based on a list of filter criteria Office 2010 64bit
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Filter Mail Merge based on a list of filter criteria
 
Join Date: May 2016
Location: Wollongong, NSW, Australia
Posts: 2
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Default Filter Mail Merge based on a list of filter criteria

Hi everybody,

Is there a way (I'm guessing VBA probably) that will:

1. filter my records for a mail merge output
2. print (to PDF) (ideally naming the file to my convention, sourced from another column in the filter list perhaps)
3. proceed to the first step again with the next filter criteria

A little background/more detail:
I am using mail merge to view Excel records (rows) in a "one-page" easy to read layout for a spare parts review process (using excel on a projector screen when it is DJ cols wide and 15,000 rows is painful to say the least).
I am currently producing short reports based on a few fixed criteria (eg. "Value" greater than $500, "Plant" area)
The third filter "Planner Group" changes for each report. I have to produce over 200 reports so doing it one-at-a-time is very time consuming (and potentially error prone of course)

What I'd like to happen:


I have a list of all the "Planner Group" codes I wish to use (in Excel of course).
I'd like to (presumably by VBA macro) to filter the data on the fixed criteria then by the Planner Group code, merge to PDF print and give it a file name of my choosing. Ideally this name would be on the filter source list (or by any sequential filename (I'll rename with existing know-how) or manually during the merge process if I have to)

Many thanks in advance for any help you could suggest (even just for reading too).

Best regards,
Darren
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filter, filtering, vba



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