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Mail merge and dynamic table

Posted on 2010-11-11
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Last Modified: 2012-06-27
I've got a letter including a table and an Excel sheet with address information and elements that have to appear in the table. the point is: the elements vary in their number. some customers have 2, some 4 and some 7 elements to appear in the table on the letter. is there a way to keep the table dynamic? say, 2 appearing rows if there are 2 elements to show, 5 rows if there are 5 elements. thanx for any hint!
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Question by:webeng
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8 Comments
 
LVL 93

Expert Comment

by:Patrick Matthews
ID: 34111743
webeng,With a straight mail merge, probably not, although it can possibly be accomplished with a little VBA wizardry.  Please post sanitized examples of your data file and merge file.Please be advised that once you upload a file, it can be publicly accessed, and that it may not be possible to fully and permanently delete it.  The file may also be indexed by the major search engines.Therefore, be very careful about posting proprietary, confidential, or other sensitive information.  If necessary, use "fake" and/or obfuscated data in your sample.Another alternative: you may actually find this easier to do as an Access report instead of a mail merge.  Let me know if you are willing to consider that alternative.Patrick
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Expert Comment

by:GrahamSkan
ID: 34112155
If you only have a limited number of the elements, they can be placed in separate columns in your spreadsheet.

Then put a field in the mail merge main  document for each of the optional columns

 <<CUSTOMER NAME>> <<CUSTOMER NUMBER>>
<<ADDRESS>>

<<COLUMN4>>
<<COLUMN5>>
<<COLUMN6>>
<<COLUMN7>>
<<COLUMN8>>
<<COLUMN9>>
<<COLUMN10>>
<<COLUMN11>>

Blank lines will automatically be deleted in the result
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Author Comment

by:webeng
ID: 34112196
Here's a very quick and dirty merge. The Excel Sheet would be in exact the format i will get it from client. One of course could think of say making two Sheets out of it or normalizing it in another useful way.

Speaking of the Access Report: The result of whole work has to come out in form of a Word Doc. About 1500 Word documents actually. However we get there is another story.
ExcelSample.jpg
Merge1.jpg
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LVL 93

Expert Comment

by:Patrick Matthews
ID: 34112369
webeng,The images you uploaded appear blank.  In any event, uploading actual Excel and Word files would be far more helpful.Patrick
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Author Comment

by:webeng
ID: 34118411
oh, you're right. i this time attached a word and an example sample. they the column names both in word and excel are in german. i hope that doesn't confuse too much. however, i will upload an english version on monday. SampleData.xlsx SampleLetter.doc
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Accepted Solution

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GrahamSkan earned 2000 total points
ID: 34118751
The layout of the data makes it suitable for this approach using IF and SEQ fields:

http://support.microsoft.com/kb/294686/
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Author Comment

by:webeng
ID: 34120870
that looks interesting. i will follow it and come back with a feedback next week. thanx!
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LVL 50
ID: 34415218
This question has been classified as abandoned and is being closed as part of the Cleanup Program.  See my comment at the end of the question for more details.
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