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Old 11-22-2017, 10:14 AM
KDP KDP is offline Mail Merge with Mulitple Rows Windows 10 Mail Merge with Mulitple Rows Office 2016
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Default Mail Merge with Mulitple Rows

Hi,

I have been working on this for more than 4 hours and reviewed so many formulas online. I need to create a mail merger with multiple rows. Here is the sample data, I have more than 700 individual employees on the sheet. I need to show on one page per employee all the applicable Bonus plan, their respective vesting date and amount paid. I am very confused with "Key", if someone can help me what i can plug(copy/paste) to make this work in template. I have the mail merge set up as directory.



Thank you very much
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File Type: xlsx Book1.xlsx (8.6 KB, 15 views)
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  #2  
Old 11-22-2017, 01:33 PM
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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.

Depending on what you're trying to achieve, the field coding for this can be 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
Conversely, if your workbook has a separate sheet with just a single instance of each of the grouping criteria, a DATABASE field in a normal ‘letter’ mailmerge main document could be used without the need for a macro. For an example of that, see:
https://answers.microsoft.com/en-us/...f-8642e46fa103
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
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Old 11-27-2017, 05:45 AM
KDP KDP is offline Mail Merge with Mulitple Rows Windows 10 Mail Merge with Mulitple Rows Office 2016
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Yes I looked in these tutorial and still lost. Thank you
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Old 11-27-2017, 06:30 AM
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Try http://www.gmayor.com/ManyToOne.htm If you remove the empty first row from your worksheet, then the key field is the ID in the first column, i.e. it is common to several consecutive records. The Child fields are those that you wish to repeat i.e. columns E,F & G. Put those fields in a single row of a table (see examples on the web page) and set the document merge type to Letters.
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Old 11-27-2017, 07:05 AM
KDP KDP is offline Mail Merge with Mulitple Rows Windows 10 Mail Merge with Mulitple Rows Office 2016
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Thank you for you help. i will check out the website.
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Old 11-27-2017, 03:48 PM
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Quote:
Originally Posted by KDP View Post
Thank you for you help. i will check out the website.
Which was one of the links I provided - along with a bunch of others I'd now have to wonder whether you looked at...
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Old 11-27-2017, 04:05 PM
KDP KDP is offline Mail Merge with Mulitple Rows Windows 10 Mail Merge with Mulitple Rows Office 2016
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it was the link that gmayor provided. I am still figuring how to download the addin

http://www.gmayor.com/ManyToOne.htm
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Old 11-27-2017, 10:00 PM
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The instructions are in the zip file and on the web page.
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