Hi,



I am hoping that someone can help me please. I am trying to mail merge and set up the If then Else rules but I can't work out what I am doing wrong after 3 days of trying.

I have a word document which should be merged by Feedback Recipent and the feedback is all contained in an excel file.

for each feedback recipient, he or she will have
1) one piece of feedback from his/her manager (A)
2) multiple pieces of feedback his/her direct reports (B)
3) multiple pieces of feedback from peers. (C)

i have a column set up to identify the relationship of the feedback provider to the feedback receipent and am trying to write the formula so it looks at the relationship column and if it meets the criteria of A for Manager, then it should look in the excel table and insert the appropriate response from Q1 from the manager.

in the next section, it should look at the relationship column and if it meets the criteria of B for Direct reports, then it should provide all the appropriate answers from Q1 from his or her direct reports.

Can anyone help me with the drafting of the formula to insert in the mail merge master document please as I am going around in circles and getting no where fast?

I've attached 2 files which hopefully should explain the master merge document and the excel data sheet.

With many thanks

Attached Files

	sample merge document master.docx (12.4 KB, 4 views)
	sample merge source.xlsx (14.9 KB, 5 views)

I'm not a mail merge expert and this looks like it doesn't align with my idea of how a mail merge works.

You could explore the functionality offered by Graham Mayor's 'Merge Many to One' addin which should be able to at least do the steps 1 & 2. The step 3 might also be possible with that tool if your input data is sorted correctly.

If you can't get it working with the ManyToOne approach, you could consider using a macro to compile the output reports or another software package like Microsoft Access.

1. Does this have to be in Microsoft Word?
2. Are you able to use macros to produce the report?

__________________
Andrew Lockton
Chrysalis Design, Melbourne Australia