Write a macro that enables User to simply click a button and . . .

[KevinTren]

We receive data in Excel which we want to realign by Mortgage Lender and then
in the columns provided:

1. Sort to find loans closest to $417K using the Original Loan amount
2. Sort to find loans originated from 2000 to present.
3. Sort to find loans with 3 or more bedrooms (we want to eliminate
properties that are condos)
4. We need to get a mailing label list for the above criteria with the Home
Owners Name(s) and full address so we can mail to them ASAP (big time ASAP).
5. Create a "form letter" where with mail merge where the Lender's data will
drop in where mentioned in the letter plus the Home Owners' name(s). I'll
create the letter if someone can build the "Mail Merge" function.

I can send via e-mail the spreadsheets to someone who knows how to do this.
Thank you in advance.

Excel 2003

 

[Bernie Deitrick]

Kevin,

No macro needed. Simply use data filters and then filter using your criteria, and copy the resulting
table to a new workbook. The mail merge feature is part of Word, and doesn't require a macro, just
a table with headers.

HTH,
Bernie
MS Excel MVP

 

[KevinTren]

Bernie - thank you. I am a REAL novice at this and don't want to spend the
time to learn it given it is not the highest and best use of my time so your
input is greatly appreciated. I have passed this on to the person more
talented than I in this arena and they may be in contact with you. If that's
OK, please e-mail me at (e-mail address removed).

 

[Bernie Deitrick]

Kevin,

They are certainly welcome to post messages in this forum, newsgroup, or thread....

Bernie
MS Excel MVP