Solved

Mail Merge With Word

Posted on 2014-01-09
4
502 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
  • 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

Live: Real-Time Solutions, Start Here

Receive instant 1:1 support from technology experts, using our real-time conversation and whiteboard interface. Your first 5 minutes are always free.

Question has a verified solution.

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

I'm writing to share my clumsy experience in using this elegant tool so you can avoid every stupid mistake I made. (I leave it to the authorities to decide if this deserves a place in the Knowledge archives.)  Now that I am on the other side of my l…
Introduction This tutorial provides instructions on how to properly format your Word document using the inbuilt tools provided. The benefits of using these tools means your documents are more accessible and easily portable to other applications an…
In this video, we show how to convert an image-only PDF file into a PDF Searchable Image file, that is, a file with both the image (typically from scanning) and text, which is created in an automated fashion with Optical Character Recognition (OCR) …
This Micro Tutorial well show you how to find and replace special characters in Microsoft Word. This is similar to carriage returns to convert columns of values from Microsoft Excel into comma separated lists.

785 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