Hi,

I want to create a mail merge letter that merges similar records. For example, my data set is as follows:
Department Employee
Education Mitch Mays
Education Sam Fields


Education George John
Math Jessica Tom
Math Joy Frank
Science Thomas Phillip

I want to have a letter listing the employees under the Education Department and a letter for employees under the Math Department etc.

I have tried following the instructions of several threads but am not very savvy in this area. Any assistance would be most helpful.

The actual documents are attached.

Attached Files

	Test Data.xlsx (9.9 KB, 32 views)
	Test Letter.docx (12.7 KB, 28 views)

You can 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.

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 document 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
The DATABASE field can even be used without recourse to a mailmerge. An example of such usage can be found at: https://www.msofficeforums.com/mail-...html#post67097

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
[Fmr MS MVP - Word]

Thank you for the reply Paul! I am not sure where to begin but I will try with the first one that you have given. This is all quite foreign to me.

[IMG]C:\Documents and Settings\akcorbin\My Documents\Personal\Knock off list\Image[/IMG]

Paul,

I have managed to get the letters completed however, ideally I would like emails to be sent so I am attempting to do the email mail merge using (http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip)

An error message keeps popping up saying "Object variable or with block variable not set". Not sure how to get past this.

Could you please offer any assistance?

I have managed to get the letters merged correctly, however I ideally need these to be sent out in emails. I am following what you shared from the cateloguemailmerge example. I am getting a message when I run the macro asking me to end or debug. I have attached screenshots.

Attached Files

Help.docx (189.7 KB, 19 views)

It appears you have added the code you Word's 'Normal' template instead of adding it to your Catalog/Directory mailmerge main document.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]