How do you create a variable letter based on Excel spreadsheet fields

M

maggie32n

This may be more of a database app, but I'm thinking it may be as
simple as the concept of doing mailing lables with a data source of an
Excel spreadsheet, which I've done and works great. I need to create a
letter and based on different criteria, insert certain paragraphs. I
have a spreadsheet containing fields that would indicate if column C
contains a 1, then the letter should be blahblah, if 2, then
blahblahblah, etc. Just not sure how to format a Word doc for adhoc
letter generation. Any help or direction would be great! Thanks, Maggie
 
C

CyberTaz

Hi Maggie -

You don't mention which version of Word, but one option in Word 2003 is
through the Data Merge Manager palette. Pop open the section captioned as
Word Fields & you'll find an If-Then-Else field which may be just what
you're looking for. (Earlier versions offer the same type of fields, but I
can't remember exactly how they're presented... Never used Office X much.)

Especially if there are more than two variables there are other ways to go,
so let someone know if your need is more complex.

HTH |:>)
Bob Jones
[MVP] Office:Mac
 
E

Elliott Roper

maggie32n said:
This may be more of a database app, but I'm thinking it may be as
simple as the concept of doing mailing lables with a data source of an
Excel spreadsheet, which I've done and works great. I need to create a
letter and based on different criteria, insert certain paragraphs. I
have a spreadsheet containing fields that would indicate if column C
contains a 1, then the letter should be blahblah, if 2, then
blahblahblah, etc. Just not sure how to format a Word doc for adhoc
letter generation. Any help or direction would be great! Thanks, Maggie

It works a treat. I managed all kinds of esoteric mailshots with a
Word/Excel combo. I still use a spreadsheet for the source of envelopes
and letter addresses.

The data merge manager in Word is the way to go.
Just stick column headings on your Excel stuff and it falls into your
lap.
 
M

maggie32n

Hi again Bob, actually, I'm back on the MAC again - I would love to do
this on my pc, as I'm much more familiar but this job requires both and
this particular request is from the MAC side - so again it's Word X,
SP1, but I'll definitely check this out in the next few days and let
you know!
Thanks again, Maggie
 
M

maggie32n

Ok Elliot, I'll give this a shot - need to play with a bit, and I'm on
the MAC, with which I'm not as comfortable. Thanks!
Maggie
 
C

CyberTaz

Sorry -- I meant *2004* -- been spending too much time in the PC group :)

Regards |:>)
Bob Jones
[MVP] Office:Mac
 
P

Phillip M. Jones, CE.T.

Nooooooooo!!!!!! You don't mean it! <horror> ;-)
Sorry -- I meant *2004* -- been spending too much time in the PC group :)

Regards |:>)
Bob Jones
[MVP] Office:Mac


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