Solved

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

Posted on 2009-07-15
3
311 Views
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
0
Comment
Question by:Stacy Brown
  • 2
3 Comments
 
LVL 13

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

0
 
LVL 13

Author Comment

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

Anyone else?
0
 
LVL 13

Accepted Solution

by:
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.
0

Featured Post

Threat Intelligence Starter Resources

Integrating threat intelligence can be challenging, and not all companies are ready. These resources can help you build awareness and prepare for defense.

Join & Write a Comment

This tutorial explains how to create a series of drop-down lists that are dependent upon prior selections to guide (“force”) the user to make the correct selection and reduce data errors within Microsoft Excel. Excel 2010 was used for this tutorial;…
This is written from a 'VBA for MS Word' perspective, but I am sure it applies to most other MS Office components where VBA is used.  One thing that really bugs me is slow code, ESPECIALLY when it's mine!  In programming there are so many ways to…
This Micro Tutorial demonstrate the bugs in Microsoft Excel for Mac with Pivot Charts.
This Micro Tutorial will demonstrate how to use longer labels with horizontal bar charts instead of the vertical column chart.

746 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

10 Experts available now in Live!

Get 1:1 Help Now