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How do I group information to combine multiple rows into one for mail merge

Posted on 2009-07-15
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Last Modified: 2012-05-07
While I've found some information on this, nothing has worked for me so far, so I'm hoping that an expert here can help me.  We have an Excel spreadsheet that contain 700+ rows of Attorney names and their active client/matters.  We would like to use Word's mail merge, to send one email message per attorney that displays all of the attorney's Active matters.

Please see the attached for a sample of the layout of the data.

I know that we could use Access, but we'd really like to use Word if possible.  

Thanks in advance.
Test-Data.xls
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Question by:Stacy Brown
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Expert Comment

by:Brian Withun
ID: 24864521
I was trying to do something with MSQuery to run an aggregate query function like COUNT() / GROUP BY.

I haven't figured it out yet but I'm out of time for now.  Even if the idea works, that would only get you to "Dear <client>, You have <count> Matters to deal with"

Rather than, "Dear <client>, You have <Matter1>, <Matter2>, and <Matter3>."

I don't have any awesome ideas for how to do that last part.. itemizing the records.

Brian

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by:Stacy Brown
ID: 24868573
Thanks for trying Brian.  I do need a listing of all the matters, though.

Anyone else?
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Accepted Solution

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Stacy Brown earned 0 total points
ID: 24869740
We ended up using a module in Access to recompile the Excel spreadsheet and then the merge went along just fine.  Thanks to all who tried.
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