Mail Merge from Excel data source

[Santa-D]

Is there a way to run merge records from Excel which groups certain
records together.
I have a report which is exported from a finance system and I want to
have a generic template which I can merge outstanding invoices.

One site in this report may have 10 outstanding invoices but currently
I've been unable to figure out how to "group" the records together.

A sample:

Line No. | Invoice No. | Date | Description | Cost Centre | Invoice Amt
| Payment Amt | Balance | Attention | Email
1 | 100 | 1/01/01 | John Doe | 001030 | 345 | 0 | 345 | Jane Doe |
(e-mail address removed)

....and so forth.

The current report is 207 lines long and one person could have 2
records and some could have 30 records.

Is there a way to group records via Name or Email address for merge?
What I want to achieve is each outstanding invoice record for Jane Doe
is listed in a table in word and I can't remember how I did (it's been
a few years).

 

[Graham Mayor]

This is not something that Word's merge is designed to do, and to force it
to do so is complex - see How to use mail merge to create a list sorted by
category in Word 2002 - http://support.microsoft.com/?kbid=294686

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Graham Mayor - Word MVP


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[Santa-D]

I had been trying that out yesterday and the results came out different
than what's displayed on their sample.
The MS example (which is what I used to see if I can get it to work)
stated this:

The fields laid out in this example produce a sorted list as follows:
Atlanta

Galos $3,000
Delaney $50,000
Henningsen $10,000

Houston

Johnson $8,000
Kelly $9,000
Pak $0

Except, I had every line on a seperate page (and I didn't use the
pagebreak option)
I'm using Word 2003.

It's not as if we could use Word as a front end and run a query on the
excel data?

While KEY1 = PRIMARY.KEY then
return data that relates to PRIMARY.KEY in table
End While

 

[Santa-D]

I came across another site that explains it in simple terms.

http://cornell.veplan.net/article.aspx?&a=3815

I don't think these can be emailed.

 

[Santa-D]

I've also discovered that I can not put the fields a table otherwise it
won't expand the list. It will be restricted to the one row or as many
rows as included in the table.

 

[Graham Mayor]

Dis you set the document type to Directory?

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Graham Mayor - Word MVP


<>>< ><<> ><<> <>>< ><<> <>>< <>><<>

 

[Santa-D]

Did you set the document type to Directory?

Certainly did and it worked as hoped but as soon as I tried to include
the records in a table, it didn't work.
I couldn't have records split into rows.

If I emailed the documents across would that give you a better
understanding?

 

[Santa-D]

I found something a bit different, doesn't use word but uses excel and
it does the job.
It's rather interesting how it works and it does the job.

http://ukww.net/patools/excel/am.htm

 

[Santa-D]

I also came across this.

http://msdn2.microsoft.com/en-us/library/aa140197(office.10).aspx