Merge Data Into a Report???

[Spennyd]

Ok, I'm starting to wonder if I'm trying to do something that isn't doable,
or if the manner in which I am trying to do it is completely wrong. I'll try
to explain as clearly as possible.

Our business is making loans to borrowers secured against their investment
property.

I have 3 tables:
tblBorrower
tblContact
tblProperty

From them I have created one Query:
qryLoanDetails

The reason for this query is to obtain a few calculations, mostly from
tblProperty. Calculations include looking at the cost of the property and
multiplying it by 70%. Also multiplying the value of the property by 50%.
And I've created a couple of modules. One to display the lower of the two
aforementioned calculations, and one to display the minimum value in text
form, i.e. $50,000 = Fifty Thousand Dollars.

Next I have a form that displays all of the information from my query -
frmLoanDetails. I would like to be able to take all of that data and place
it into legal documents with palceholders for the associated information. I
have the letters already written and in Word format. The data fields are
scattered throughout the document. Some are at the top, such as Date,
Borrower Name, etc. But some are in the body of the document, such as "The
Borrower agress to pay the principal sum of FIFTY THOUSAND DOLLARS (U.S. $50,
000)..." I need to be able to automatically fill the spaces with the data
found in frmLoanDetails.

I hope that gives you enough to tell me I'm completely confused, or to tell
me how to do what I'm trying to do.

Thank you, Thank you, Thank you!!!

 

[Daryl S]

Spennyd -

You can use the mailmerge wizard in Word to select the data right from an
Access Query.

 

[Spennyd via AccessMonster.com]

Daryl,
Thanks for the advice. I tried what you suggested but ran into a couple of
challenges. First, the mail merge option won't let me select a query from my
database...only a table. Second, I tried creating a new data source,
referencing my query. But when I did, it said "Record 1 contained too few
data fields", then "Record 2 contained too few data fields". Then it showed
what appeared to be a rather random table with only two rows and no data.
I'm not exactly sure what I'm doing wrong.

As always...any help is GREATLY appreciated!

Spennyd

Spennyd -

You can use the mailmerge wizard in Word to select the data right from an
Access Query.

Ok, I'm starting to wonder if I'm trying to do something that isn't doable,
or if the manner in which I am trying to do it is completely wrong. I'll try

[quoted text clipped - 34 lines]

.

 

[Duane Hookom]

Are your queries filtered with parameters? You should be able to use queries
without parameters and then filter them in the Merge. I generally use Access
to push records to a Word Merge formatted file. I then have total freedom
from Access when I want to merge.

--
Duane Hookom
Microsoft Access MVP

Daryl,
Thanks for the advice. I tried what you suggested but ran into a couple of
challenges. First, the mail merge option won't let me select a query from my
database...only a table. Second, I tried creating a new data source,
referencing my query. But when I did, it said "Record 1 contained too few
data fields", then "Record 2 contained too few data fields". Then it showed
what appeared to be a rather random table with only two rows and no data.
I'm not exactly sure what I'm doing wrong.

As always...any help is GREATLY appreciated!

Spennyd

Spennyd -

You can use the mailmerge wizard in Word to select the data right from an
Access Query.

Ok, I'm starting to wonder if I'm trying to do something that isn't doable,
or if the manner in which I am trying to do it is completely wrong. I'll try

[quoted text clipped - 34 lines]

.

 

[Spennyd via AccessMonster.com]

No, they are not filtered with any parameters. As it currently stands, when
I view the results of my query 9 of 9 records are returned. And the query is
set a SELECT query. Can you think of anything else I may be doing wrong?

Are your queries filtered with parameters? You should be able to use queries
without parameters and then filter them in the Merge. I generally use Access
to push records to a Word Merge formatted file. I then have total freedom
from Access when I want to merge.

Daryl,
Thanks for the advice. I tried what you suggested but ran into a couple of

[quoted text clipped - 19 lines]

 

[Duane Hookom]

I just tested a Word Merge (2003) with some queries I had created in
Northwind and the queries were available for me to choose for merging.
--
Duane Hookom
Microsoft Access MVP

No, they are not filtered with any parameters. As it currently stands, when
I view the results of my query 9 of 9 records are returned. And the query is
set a SELECT query. Can you think of anything else I may be doing wrong?

Are your queries filtered with parameters? You should be able to use queries
without parameters and then filter them in the Merge. I generally use Access
to push records to a Word Merge formatted file. I then have total freedom
from Access when I want to merge.

Daryl,
Thanks for the advice. I tried what you suggested but ran into a couple of

[quoted text clipped - 19 lines]

.

 

[Spennyd via AccessMonster.com]

Ok, so it must be something wrong with my query. Let me ask you this though..
.when you go through Word Merge, are you able to select the query directly,
or do you have to create a "New Data Source" which is created from the query?
When I go to do the merge I can either navigate to my database or I can
create a new data source. If I navigate to my database then it allows me to
select a table I've created but will not allow me to select a query. So I've
been creating a new data source instead. Is that correct?

I just tested a Word Merge (2003) with some queries I had created in
Northwind and the queries were available for me to choose for merging.

No, they are not filtered with any parameters. As it currently stands, when
I view the results of my query 9 of 9 records are returned. And the query is

[quoted text clipped - 10 lines]

 

[Duane Hookom]

I don't think I created a data source. I just browsed to my mdb and then
found a list that included tables and queries.

--
Duane Hookom
Microsoft Access MVP

Ok, so it must be something wrong with my query. Let me ask you this though..
.when you go through Word Merge, are you able to select the query directly,
or do you have to create a "New Data Source" which is created from the query?
When I go to do the merge I can either navigate to my database or I can
create a new data source. If I navigate to my database then it allows me to
select a table I've created but will not allow me to select a query. So I've
been creating a new data source instead. Is that correct?

I just tested a Word Merge (2003) with some queries I had created in
Northwind and the queries were available for me to choose for merging.

No, they are not filtered with any parameters. As it currently stands, when
I view the results of my query 9 of 9 records are returned. And the query is

[quoted text clipped - 10 lines]

.