Excel to Word - Many to One Mail Merge

hunt3006 · #1 04-23-2024, 06:30 AM

I have exhausted too much time on this and I need help, please.

I am trying to get the data from the excel into word via mail merge. Each page on the mail merge should be for each unique ship-to. I want to each page to show all orders for that customer: Purchase Order, Product #, Product Description, Order Qty, and Order Price.

I have attached the excel data and the word document table.

Thanks in advance.

Pecoflyer · #2 04-23-2024, 07:59 AM

Also posted at Excel to Word - Many to One Mail Merge - Help! | Chandoo.org Excel Forums - Become Awesome in Excel

macropod · #3 04-23-2024, 04:38 PM

The simplest way would be to add a worksheet to your workbook, with that sheet containing just the customer IDs (one per customer), then use a DATABASE field in your mailmerge main document. This is described in the Microsoft Word Catalogue/Directory Mailmerge Tutorial 'Sticky' thread at the top of this page: https://www.msofficeforums.com/mail-...-tutorial.html

gmayor · #4 04-25-2024, 03:23 AM

Another way would be to employ Merge Many To One

This entails a small modification to the merge document (attached) and a macro (below) run from the add-in to place the check boxes. The result is in the result document example (attached). Sort the data on the customer field(attached) and that is the key field and filename field. The rest of the fields are child fields..

Code:

Sub AddChecks(oDoc As Document)
Dim oTable As Table
Dim oRng As Range
Dim i As Long, j As Long
    Set oTable = oDoc.Tables(1)
    On Error Resume Next
    For i = 2 To oTable.Rows.Count
        For j = 6 To 7
        Set oRng = oTable.Cell(i, j).Range
            oRng.End = oRng.End - 1
            oDoc.ContentControls.Add wdContentControlCheckBox, oRng
        Next j
    Next i
End Sub

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