search and export multiple records

[Richard R]

We have an Excel spreadsheet for all 1200 of our employees with name,
department name, SSN and birthdate. I have added another field to sort by
birthmonth only. I can easily sort by the birthmonth, but I need to produce
separate letters to each of the relevant department heads IF they have an
employee due a test each month, listing the employees only for that
department. I would like to automate this procedure with linked files or a
query or some other way rather than do cut & paste, if possible, but I am at
a loss how. Can anyone help me out?

Thanks,
Richard

 

[Harlan Grove]

We have an Excel spreadsheet for all 1200 of our employees with name,
department name, SSN and birthdate. I have added another field to sort by
birthmonth only. I can easily sort by the birthmonth, but I need to produce
separate letters to each of the relevant department heads IF they have an
employee due a test each month, listing the employees only for that
department. I would like to automate this procedure with linked files or a
query or some other way rather than do cut & paste, if possible, but I am
at
a loss how. Can anyone help me out?

If you could provide each department with a printout, all you'd need to do
is select all your records and use Data > Filter > AutoFilter. Then select
department and birthmonth from the dropdown lists for each field, and print
that department's monthly listing.

 

[Dave Peterson]

Maybe you could use MSWord's mail merge (and keep the data in excel).

Here are a couple of links:
http://www.mvps.org/dmcritchie/excel/mailmerg.htm
http://www.mvps.org/word/FAQs/MailMerge

The first is from David McRitchie and the second is by Beth Melton and Dave
Rado.

 

[Dave Peterson]

Ignore this.

I misread the question. But if you ever wanted to create separate letters for
each person, it might prove useful.