Solved

Mail Merge With Word

Posted on 2014-01-09
4
520 Views
Last Modified: 2014-01-16
Hi,

I have an excel spreadsheet

Column A is the section. There are 2 values for the section P and W. I want the names with section P to be one area and the names with section W in another.

I tried using some mail merge rules: Next Record If

Next Record If Not Blank and Section Equal To P

When I do this, it shows all of the records in the P section, not separated.
Word-Demo.docx
Excel-Demo.xlsx
Should-Look-Like.docx
0
Comment
Question by:Computer Guy
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 3
4 Comments
 
LVL 76

Expert Comment

by:GrahamSkan
ID: 39768432
You want to group the items according to your 'Section' column You are basically doing a one-to-many Mail Merge. That functionality is not built in to Word. However Microsoft suggest a way of doing it using a directory type of merge in this article: http://support.microsoft.com/kb/294686.

This is what the fields would look like in your case:

{ IF { MERGESEQ } = "1" "{ MERGEFIELD SECTION }¶
" "" }{ SET Place1 { MERGEFIELD SECTION }}¶
{ If { Place2 } <> { Place1 }"¶
{ MERGEFIELD SECTION }¶

{ MERGEFIELD FIRST } { MERGEFIELD LAST }" "{ MERGEFIELD FIRST } { MERGEFIELD LAST }" }{ SET Place2 { MERGEFIELD SECTION }}

There are other ways, mainly using VBA which I suggest in this question:
http://www.experts-exchange.com/Software/Office_Productivity/Office_Suites/MS_Office/Word/Q_23658368.html
0
 
LVL 76

Expert Comment

by:GrahamSkan
ID: 39768553
This is an update of what the fields would look like for your data.

{ IF { MERGESEQ } = "1" "Section { MERGEFIELD SECTION }"
 "" }{ SET Place1  { MERGEFIELD SECTION }}
{ If { Place2 } <> { Place1 }
"Section { MERGEFIELD SECTION }
{ MERGEFIELD FIRST } { MERGEFIELD LAST }" "{ MERGEFIELD FIRST } { MERGEFIELD LAST }" }{ SET Place2 { MERGEFIELD SECTION }}

There is an article here that has some VBA code to convert the text simulation of the Word field code display (as above) to actual Word fields. You might find it useful here.
0
 
LVL 3

Author Comment

by:Computer Guy
ID: 39769297
Do you have any already put together solutions I can build off of?
0
 
LVL 76

Accepted Solution

by:
GrahamSkan earned 500 total points
ID: 39769915
This document contains the field complex as in my previous comment. You will have to reset the datasource as the path to my Excel file is different from yours.
Word-Demo1.docx
0

Featured Post

On Demand Webinar: Networking for the Cloud Era

Did you know SD-WANs can improve network connectivity? Check out this webinar to learn how an SD-WAN simplified, one-click tool can help you migrate and manage data in the cloud.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

If you work with Word a lot, you probably use styles. If you use styles a lot, you've probably balled your fist more often than not when working with the ribbon. In Word 2007/2010, one of the things that I find missing when using styles is a quic…
This article describes how to use the Send to Mail Recipient command. The instructions apply generally to Office 2007 and later versions, but Microsoft® Word 2013 was used for the specific steps and figures.  What is Send to Mail Recipient? Send…
This video shows and describes the main difference between both orientations in Microsoft Word. Viewers will understand when to use each orientation and how to get the most out of them.
If you’ve ever visited a web page and noticed a cool font that you really liked the look of, but couldn’t figure out which font it was so that you could use it for your own work, then this video is for you! In this Micro Tutorial, you'll learn yo…

623 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