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
--
Richard

"Richard R" wrote...
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.

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.



Richard R wrote:

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
--
Richard

--

Dave Peterson

Ignore this.

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

Dave Peterson wrote:

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.

Richard R wrote:

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
--
Richard

--

Dave Peterson

--

Dave Peterson