I am new to this forum and have used a previous post (luisaranda/macropod) for coding for my specific need which tracks family member volunteers who work various swim meet positions for various points which I aggregate.



The code I "borrowed" used a numeric system, which I do not require, which indents the printout results which created a further few issues that I can not solve

Here is a snippet from the mail merge results which shows my problem

- the second family member points are not being captured (John Jones Timekeeper points) and if the second family member works multiple swim meets (Peter Smith) , the indentation is incorrect and is missing the points.

- I saw somewhere that the mail merge can aggregate totals which I would like to display at the "Family" level

-and I want to eventually e mail each family their summaries

I have attached my sample files since I have run out of room to show the mail merge coding

Any help will be appreciated


1. Jones FAMILY Total Points

1.1. Betty Clinic Strokes Clinic 20 Points


1.2. John Meet - Provincial Timekeeper


2. Smith FAMILY Total Points

2.1. Marg Meet - Time Trial Starter 40 Points


2.2. Peter Clinic Strokes Clinic


2.2.1. Meet - Division 1 Timekeeper


2.2.2. Meet - Division 2 Timekeeper


2.2.3. Meet - Division 3 Timekeeper


2.2.4. Meet - Time Trial Timekeeper

Attached Files

	Officials data Description.docx.xlsx (9.2 KB, 12 views)
	Directory Description 3.docx (29.2 KB, 14 views)
	Description Merge 3.docx (25.8 KB, 12 views)

The Many to One utility on my Merge Tools Add-in is designed to do exactly what you are after.

You can download the MergeTools – 20150422.dotm Add-in that I created from the following page of my One Drive:

http://bit.ly/1hduSCB
Do NOT open the MergeTools – 20150422.dotm file. (There are no user serviceable parts inside and it should NOT be used as the basis for creating your mail merge main document.)
The MergeTools – 20150422.dotm file needs to be saved in the Word Startup folder. In Windows Vista and Windows 7, 8 or 8.1, and 10, the default location for that folder is

C:\Users\[User Name]\AppData\Roaming\Microsoft\Word\STARTUP

If you do not see the AppData folder: -

In Windows 7, - In Windows Explorer, click on the Organize drop down and then on Folder and search options and in the Folder Options dialog, go to the View tab and select the item "Show hidden files, folders, and drives". While there, it is a good idea to uncheck the box for "Hide extensions for known file types".

In Windows 8,8.1 or 10, in the File Explorer, click on Options on the View tab of the ribbon and then on the View tab in the dialog that appears and select the item "Show hidden files, folders, and drives". While there, it is a good idea to uncheck the box for "Hide extensions for known file types".

The requirements for using the system are:
1. The mail merge main document must be of the Letter type, though that does not mean that the output cannot be sent as an e-mail message.

2. For the Many To One, Merge with Attachments and Merge to Individual Docs utilities, the data source may be either a table or query in an Access database, or in the form of an Excel worksheet and that worksheet must be the first sheet in the Excel workbook. If the data is on some other sheet, you can easily move that sheet so that it is the first sheet in the workbook by clicking on the sheet tab and dragging it to the left. For the Chart Merge utility, download the Mail Merging with Charts document that is also on that page of my OneDrive for additional requirements of the data source for use with that utility


3. For a data source in the form of an Excel worksheet, the field names must be in the first row of the worksheet and there must be a field name in all of the cells in that row that are within the range of columns that contain the data.


4. For both types of data source, the field names must contain only alphanumeric characters (No @,#,$,%,&,(,), etc) and the field names must not start with a numeric character (0-9). The number of characters in the field names, including spaces, must not be more than 40.


5. For a data source in the form of an Excel worksheet, the data must start in the second row of the worksheet and there should be no empty rows within the range of data that is to be processed.


6. If there are multiple addressees in either the To or CC fields of the data source, the email addresses need to be separated by a semi-colon.

NOTE: The MergeTools applications cannot handle “Compound” MergeFields such as the «AddressBlock» or «GreetingLine».Instead of using those fields, you will need to insert the individual merge fields.
You may also want to download:
1. the Merging with Attachments document that is also on that page which explains how the system is used. It is not actually necessary to have separate attachments as the facility can be used to send just the documents created by the merge itself as attachments, either as the body of the message itself or in the form of Word files or .pdf files.


2. the Mail Merging with Charts document that is also on that page. That document explains how you must set up the Excel Data Source and the Mail Merge Main document to be able to execute a merge with a Chart that is unique to each record in the data source.


3. the Using the Many to One Facility document that describes how to use that facility.

Thanks but not quite what I was looking for as I need Parent with many Children each with children

Result would show

FAMILY

Volunteer 1 Position 1
Volunteer 1 Position 2

Volunteer 2 Position 3
Volunteer 2 Position 1
Volunteer 2 Position 2

Volunteer 3 Position 4
Volunteer 3 Position 1

where volunteers are family members and postions are roles at various swim meets

Hope you can point me in the correct direction



I tried to copy my mailmerge code here but it only showed the results not the coding (help)

That is precisely what can be produced with the Many to One facility on my Merge Tools Add-in. If you want to send me the mail merge main document and the data source, I will show you what it can do. Send it to dkr[atsymbol]mvps[dot]org Please reference this thread in the covering email message so that I can connect the message to this thread.

I sent the files to Doug and for thread continuity : my email

Doug,

Thank you for taking this extra step

The database uses a data entry form which loads at startup. The button gets it back if it gets closed. I tried the code [UserForm1.Show vbModeless] and [UserForm1.Show vbModal] to try to get both to float with no success.

Maybe my button gets in the way for the mail merge?

For my merge , for simplicity purposes, I filtered to only show one Family “Larocque” who have 3 Volunteers with Peter volunteering at many sessions. From the pivot table tab, Larocque has 383 points to date which I would like to also show in the mail merge which will be eventually emailed.

Your assistance appreciated

Regards