Creating a directory merge (Office 2013)

blackystrat · #1 09-10-2016, 01:44 AM

Hello

I have been fighting with this for a long time and so finally came here to seek help from you people.

MS Office Version - 2013

I am trying to do a directory merge of sales records where item numbers under the same Order ID would be grouped together.

Please find attached a screenshot of how I want the final merge to be.

Also attaching the merge template and a sample source file.

I have gone through the directory merge document at https://support.microsoft.com/en-us/kb/294686 but unable to understand how to put it to work within my template.

What I want to do is this:-

If you open the sample data file, you will find two entries under Custom Label (Column #N) against the same Sales Record Number (Column #A).

I would like to group the Custom Label Entries together in a single label as is shown in the attached screenshot file.

Kindly advise on how I can do this.

Many Thanks

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