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Mail merge all fields into 1 document with rules
Hi all,
Not sure if this can be done hence why I'm asking. I'm looking to create a mail merge document in word using data from an excel file. I currently have a template document that I copy and paste the data into from the spread sheet (high tech I know). I'm looking for this to be done automatically and thought mail merge was an option as have done this before, but it might not be so open to suggestions. The first issue is I want the next row of data to be entered into the next row of a table rather than creating a new document. I have managed to do this very basically using the <next record> feature however there may be hundreds of lines. Is there a way to get the text to appear in the next row of the table automatically like a repeat function rather than having hundred of lines of <next record>. The second issue is I want to apply a filter to the data imported. I have three categories; high, medium and low and want anything in the high category to go in the 1st table (High) anything in the medium category to go in the 2nd table etc. but these are all in one document not separate documents. The high, medium or low information is within the data in excel. Third issue is within the tables high medium low I want them to be alphabetical order so A-Z in high, A- Z in medium etc. My first issue is the most important. I could work around the others with some cut and paste or splitting table but ideally I would want it to do everything to save me time. Preferably I would like this to be done as simply as possible in case it breaks so I can fix it, but if macros etc are required then it will be worth the time saved copying and pasting. So in summary I only want 1 document that contains all of the information in categories High, medium, Low in alphabetical order within these tables. I hope I have provided all the required information, if you have any questions or suggestions please advise. Would be really grateful for any help or advice that can be provided, currently got a sore arm from copy and paste. |
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