I am trying to merge invoice data from an Excel file to an MS Word Letter template (see attached file).

I have 2 issues:-

1. I am unable to include multiple invoice lines for the same company in each letter As a workaround I have therefore created separate columns with unique column names eg invoice_id, invoice id 1-4, invoice date, invoice date 1-4 (see Excel file example).
2. If I stick to the method above how can I exclude blank lines from the word table where the company only has 1 invoice. I have created the table with 5 rows as a default.

Questions


Is there a simple method for including a multi row MS Word table in the letter?
OR
How can I suppress NULL rows in the Word table as part of the mail merge?

Thanks.

Ged

Attached Files

	Test MM Template.docx (44.9 KB, 30 views)
	Debt Recovery File.xlsx (9.7 KB, 27 views)

Hi and welcome
have you checked the stickies on this page ?

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Thanks - I've seen some of them posted in other places but I'll work through them all

Specifically: https://www.msofficeforums.com/mail-...-tutorial.html
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

Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An outline of this approach can be found at: http://answers.microsoft.com/en-us/o...1-1996c14dca5d
Conversely, if you're using a relational database or, Excel workbook with a separate table 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. An outline of this approach can be found at:
https://answers.microsoft.com/en-us/...f-8642e46fa103
For a working example, see:
https://www.msofficeforums.com/mail-...-multiple.html

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

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

Many thanks Paul