Mail Merge: Using One Excel File with Multiple Sheets

Townshend · #1 01-17-2018, 01:29 PM

This looks great, thank you!

Two follow up questions: is it possible to get the total of the amounts in the rows? also when I go to insert date { DATE \@ "MMMM d, yyyy" } then do Mailings > Finish & Merge > Edit Individual Documents it shows the code at the top instead of the actual Date. Strangely if I do CREATEDDATE that works.

Thanks!

macropod · #2 01-17-2018, 03:25 PM

Quote:

Originally Posted by Townshend

is it possible to get the total of the amounts in the rows?

No.

Quote:

Originally Posted by Townshend

when I go to insert date { DATE \@ "MMMM d, yyyy" } then do Mailings > Finish & Merge > Edit Individual Documents it shows the code at the top instead of the actual Date. Strangely if I do CREATEDDATE that works.

That suggests you're typing the braces instead of inserting them via Ctrl-F9. Two things to note:
1. A plain DATE field will update every time you open the mailmerge output document. The Mailmerge Tips & Tricks 'sticky' thread at the top of this forum has an entry showing how to overcome that.
2. A CREATEDATE field returns the date the mailmerge main document was created, not the date the output document is created (unless you then do a SaveAs and refresh the field display).

Townshend · #3 01-17-2018, 03:40 PM

Quote:

Originally Posted by macropod

Possibly, but I'm not that fluent in SQL.

That suggests you're typing the braces instead of inserting them via Ctrl-F9. Tow things to note:
1. A plain DATE field will update every time you open the mailmerge output document. The Mailmerge Tips & Tricks 'sticky' thread at the top of this forum has an entry showing how to overcome that.
2. A CREATEDATE field returns the date the mailmerge main document was created, not the date the output document is created (unless you then do a SaveAs and refresh the field display).

QUOTE did the trick, thanks!

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