Mail Merge

macropod · #4 11-02-2016, 03:52 PM

You should have all the fields for 'Kelly' on a single row in Excel. One column for 'FirstName', separate columns for each 'Subscription Period', separate columns for each 'Fund Name', and separate columns per 'Fund Name' per 'Subscription Period' for each of 'disbursement_netAmount', 'numCourses', & 'SumRegUnits'. Your mailmerge main document would then use mergefields referencing each of these column names for the relevant cells. See attached examples - you'll probably want to change the column names and associated mergefield names.

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