merge data into form letter
 

I have an excel sheet with several columns of data. There are two columns
that I am concerned with. One column tells if the person has a balance sheet
on file or not and the other tells if the person has a personal financial
statement on file or not. I want to be able to merge only those that are
missing one of the files or both of the files. How do I get my merge to see
if the sheet says yes or no for either file?
Example: Person X has a balance sheet but no financial statement. Person Y
has both files. Person Z has no balance sheet but does have a financial
statement. I need the merge to pull only person X and Z and skip Y.
Thank you for any help.

merge data into form letter
 

See if this helps

http://word.mvps.org/FAQS/MailMerge/...AMailMerge.htm

"Wade" wrote:

I have an excel sheet with several columns of data. There are two columns
that I am concerned with. One column tells if the person has a balance sheet
on file or not and the other tells if the person has a personal financial
statement on file or not. I want to be able to merge only those that are
missing one of the files or both of the files. How do I get my merge to see
if the sheet says yes or no for either file?
Example: Person X has a balance sheet but no financial statement. Person Y
has both files. Person Z has no balance sheet but does have a financial
statement. I need the merge to pull only person X and Z and skip Y.
Thank you for any help.

merge data into form letter
 

Hi,

Advance feature on Mail merge, using, if,then else and other conditional
clauses, refer to this link for advance technique:

http://office.microsoft.com/training...RP011205891033

Challa Prabhu

"Wade" wrote:

I have an excel sheet with several columns of data. There are two columns
that I am concerned with. One column tells if the person has a balance sheet
on file or not and the other tells if the person has a personal financial
statement on file or not. I want to be able to merge only those that are
missing one of the files or both of the files. How do I get my merge to see
if the sheet says yes or no for either file?
Example: Person X has a balance sheet but no financial statement. Person Y
has both files. Person Z has no balance sheet but does have a financial
statement. I need the merge to pull only person X and Z and skip Y.
Thank you for any help.