Compare then combine data, then mailmerge with Word
 

I need to combine records that belong to "same" account number into one record.

My ultimate goal is to get data that has been exported into excel, into a
word document and do a mailmerge. I would like all data pertaining to Acct#1
in the spreadsheet to merge into the same word document and then all data
pertaining to Acct#2, then #3, etc.....

Is this an Excel question to prepare the data prior to the mailmerge OR is
this a Word question to handle using formulas within the merge?

Help?

Compare then combine data, then mailmerge with Word
 

When in Word Mailmerge and you get to the step "select recipients" click on the
filter arrow for Acct# column and select Advanced then enter your criterion(a)
to filter upon.


Gord Dibben MS Excel MVP

On Tue, 19 Feb 2008 11:14:01 -0800, tfarley
wrote:

I need to combine records that belong to "same" account number into one record.

My ultimate goal is to get data that has been exported into excel, into a
word document and do a mailmerge. I would like all data pertaining to Acct#1
in the spreadsheet to merge into the same word document and then all data
pertaining to Acct#2, then #3, etc.....

Is this an Excel question to prepare the data prior to the mailmerge OR is
this a Word question to handle using formulas within the merge?

Help?

Compare then combine data, then mailmerge with Word
 

Gord, Thank you for your fast reply. May I ask what criteria I would use to
compare the acct number in record 1 to the acct number in record 2?

"Gord Dibben" wrote:

When in Word Mailmerge and you get to the step "select recipients" click on the
filter arrow for Acct# column and select Advanced then enter your criterion(a)
to filter upon.


Gord Dibben MS Excel MVP

On Tue, 19 Feb 2008 11:14:01 -0800, tfarley
wrote:

I need to combine records that belong to "same" account number into one record.

My ultimate goal is to get data that has been exported into excel, into a
word document and do a mailmerge. I would like all data pertaining to Acct#1
in the spreadsheet to merge into the same word document and then all data
pertaining to Acct#2, then #3, etc.....

Is this an Excel question to prepare the data prior to the mailmerge OR is
this a Word question to handle using formulas within the merge?

Help?

Compare then combine data, then mailmerge with Word
 

I was thinking along the lines of filtering for the instance of Acct1 and insert
that into your word document, rather than comparing to another acct#

On re-read I think what you are looking for is to create a form letter in Word
with each copy to a different recipient.

Say 20 letters to 20 accounts. Is this correct?

Not something I do on a regular basis so would have to work my way though it.

Might as well be you who does the work<g

See these sites for more help on mailmerge.

http://www.mvps.org/dmcritchie/excel/mailmerg.htm

http://www.mvps.org/word/FAQs/MailMe...AMailMerge.htm

http://www.mvps.org/word/FAQs/MailMe...DataSource.htm

I will try to locate a form letter I have created with Word and Excel.

Should be something lurking around my computer or on backup disk.

Meantime check out the sites above.


Gord


On Wed, 20 Feb 2008 04:34:00 -0800, tfarley
wrote:

Gord, Thank you for your fast reply. May I ask what criteria I would use to
compare the acct number in record 1 to the acct number in record 2?

"Gord Dibben" wrote:

When in Word Mailmerge and you get to the step "select recipients" click on the
filter arrow for Acct# column and select Advanced then enter your criterion(a)
to filter upon.


Gord Dibben MS Excel MVP

On Tue, 19 Feb 2008 11:14:01 -0800, tfarley
wrote:

I need to combine records that belong to "same" account number into one record.

My ultimate goal is to get data that has been exported into excel, into a
word document and do a mailmerge. I would like all data pertaining to Acct#1
in the spreadsheet to merge into the same word document and then all data
pertaining to Acct#2, then #3, etc.....

Is this an Excel question to prepare the data prior to the mailmerge OR is
this a Word question to handle using formulas within the merge?

Help?

Compare then combine data, then mailmerge with Word
 

Another good site for mass mailings.

http://office.microsoft.com/en-us/wo...832631033.aspx

Gord

On Wed, 20 Feb 2008 13:51:43 -0800, Gord Dibben <gorddibbATshawDOTca wrote:

I was thinking along the lines of filtering for the instance of Acct1 and insert
that into your word document, rather than comparing to another acct#

On re-read I think what you are looking for is to create a form letter in Word
with each copy to a different recipient.

Say 20 letters to 20 accounts. Is this correct?

Not something I do on a regular basis so would have to work my way though it.

Might as well be you who does the work<g

See these sites for more help on mailmerge.

http://www.mvps.org/dmcritchie/excel/mailmerg.htm

http://www.mvps.org/word/FAQs/MailMe...AMailMerge.htm

http://www.mvps.org/word/FAQs/MailMe...DataSource.htm

I will try to locate a form letter I have created with Word and Excel.

Should be something lurking around my computer or on backup disk.

Meantime check out the sites above.


Gord


On Wed, 20 Feb 2008 04:34:00 -0800, tfarley
wrote:

Gord, Thank you for your fast reply. May I ask what criteria I would use to
compare the acct number in record 1 to the acct number in record 2?

"Gord Dibben" wrote:

When in Word Mailmerge and you get to the step "select recipients" click on the
filter arrow for Acct# column and select Advanced then enter your criterion(a)
to filter upon.


Gord Dibben MS Excel MVP

On Tue, 19 Feb 2008 11:14:01 -0800, tfarley
wrote:

I need to combine records that belong to "same" account number into one record.

My ultimate goal is to get data that has been exported into excel, into a
word document and do a mailmerge. I would like all data pertaining to Acct#1
in the spreadsheet to merge into the same word document and then all data
pertaining to Acct#2, then #3, etc.....

Is this an Excel question to prepare the data prior to the mailmerge OR is
this a Word question to handle using formulas within the merge?

Help?