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Old 07-19-2016, 02:34 AM
Franci Franci is offline Grouping records by supplier Windows 7 32bit Grouping records by supplier Office 2010 32bit
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Grouping records by supplier
 
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Default Grouping records by supplier

Hi!



Is there a way to merge multiple fields from a database into the body of a letter in Word, grouped by the supplier and listing all supplier's items, like shown in the example belove?

Supplier 1
Address 1


..... some text here.....
Item 1 is approved for use
Item 2 is approved for use
Item 3 is not approved for use
.
.
.
Item xx (all items of the supplier listed here)

....some text here....

The database consists of the following fields:
Supplier name
Supplier address
Item name
Approval

Supplier Name Supplier Address Item Name Approval
Supplier 1 Address 1 Item 1 approved for use
Supplier 1 Address 1 Item 2 approved for use
Supplier 1 Address 1 Item 3 not approved for use
Supplier 2 Address 2 Item 1 approved for use
Supplier 3 Address 3 Item 1 approved for use
Supplier 3 Address 3 Item 2 not approved for use
.
.
.
.
Supplier XX Address XX Item XX not approved for use
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  #2  
Old 07-19-2016, 12:00 PM
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macropod macropod is offline Grouping records by supplier Windows 7 64bit Grouping records by supplier Office 2010 32bit
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You can use Word's Catalogue/Directory Mailmerge facility (the terminology depends on the Word version) to generate such a document. 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.

The field coding for this is complex. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. 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

Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main ocument and a macro to drive the process. An example of this approach can be found at: http://answers.microsoft.com/en-us/o...1-1996c14dca5d

Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor at http://www.gmayor.com/ManyToOne.htm; or
Doug Robbins at http://bit.ly/1hduSCB

In addition to a 'Many to One' merge, the latter handles:
• Merge with Charts
• Duplex Merge
• Merge with FormFields
• Merge with Attachments
• Merge to Individual Documents
• Merge, Print and Staple
__________________
Cheers,
Paul Edstein
[MS MVP - Word]
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  #3  
Old 07-19-2016, 10:25 PM
Franci Franci is offline Grouping records by supplier Windows 7 32bit Grouping records by supplier Office 2010 32bit
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Thanks for a really comprehensive response.
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