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Word Merge Grouping
I am at my wits end. I have spent MANY hours searching on multiple forums, google and watching multiple video's and I am still unable to make this work!
I have an excel file that list the customer, invoices that are open for that customer and their email address. This is data that was exported from Access so each line lists the customer, a unique invoice #, and email address associated with the customer. There are other fields that also exist on the spreadsheet but to keep this simple, I won't list them unless requested. I am trying to do a email mail merge so that I can email each customer a "Statement" of open invoices. The problem is that for each invoice, I get a separate page. I know there is a way to group them so all invoices for one customer would appear on the same page. I tried the "NEXT RECORD IF" rule, but I am thinking this may not be what I want since it appears that I need to specify a specific customer in the COMPARE TO? I also found multiple videos/tutorials on using the Directory mail merge. I am ok until I get to the technical and probably the most important part - the coding at the end (I believe they are called if statements?). I know how to read some macro coding in excel, but I am completely lost with this coding. Can anybody help me? |
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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 in the 'Sticky' thread at the top of this forum:
https://www.msofficeforums.com/mail-...-tutorial.html 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. The process using Word's built-in functionality is somewhat 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. Another option would be to use a DATABASE field in a normal ‘email’ 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 email’ 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 some working examples, see: https://www.msofficeforums.com/mail-...-multiple.html https://www.excelforum.com/excel-gen...ml#post5110813 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 https://onedrive.live.com/?cid=5AEDC...43615E886B!566
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
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