I am trying to use the advanced filters. We have an Excel spreadsheet that
we have our list and are merging it with a form in Word. The Excel file
contains a number of criteria that we want to use to filter the merge
recipiants however it's not working. For example, one column of the Excel
spreadsheet contains a number code. I would like to select all but three
codes. So I selected, the field, "not equal to" and the entered the first
number code. I connected it with an "and" (I also tried "or") to the next
item, which was the same field, "not equal to" and the second number code and
followed that with the third line item with the next number code. There
should have been a lot more records selected than actually showed up. What
am I missing?

Second. I have been able to use two criteria and get that to work, but when
I want to go back and change the filter criteria, it's not viewable. Do I
always have to re-attach the Excel spreadsheet each time I want to change the
filter criteria?

Thank you for your help with this.
Jan
--
Jan L

Word is not really the best thing to use for data manipulation. I would add
a column to your Excel spreadsheet that you populate with a 1 or a O by
using the formula/functions that are available in Excel and then use that
one column as a basis for filtering the records.

When you want to use some different criteria, modify the formula that
populates that column so that the required records are assigned the
appropriate value.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

"Jan L" wrote in message
...
I am trying to use the advanced filters. We have an Excel spreadsheet that
we have our list and are merging it with a form in Word. The Excel file
contains a number of criteria that we want to use to filter the merge
recipiants however it's not working. For example, one column of the Excel
spreadsheet contains a number code. I would like to select all but three
codes. So I selected, the field, "not equal to" and the entered the first
number code. I connected it with an "and" (I also tried "or") to the next
item, which was the same field, "not equal to" and the second number code
and
followed that with the third line item with the next number code. There
should have been a lot more records selected than actually showed up.
What
am I missing?

Second. I have been able to use two criteria and get that to work, but
when
I want to go back and change the filter criteria, it's not viewable. Do I
always have to re-attach the Excel spreadsheet each time I want to change
the
filter criteria?

Thank you for your help with this.
Jan
--
Jan L

Perhaps I didn't explain very well. The Excel spreadsheet keeps our data.
One of the data columns has a code, there are about 10 different codes that
are used in that column to represent the condition of the individual in that
record. In merging the information from the spreadsheet into the Word
document, this column tells us how to treat each individual, in other words,
if they should be receiving the letter that is being sent. In the current
situation, there are 7 codes in this particular column that represent the
individuals who will receive the letter and three codes will not be part of
the merge. So I was trying to select these specific individuals by using
the Filter capabilities in the advance merge selection. I hope this
clarifies our situation.
Jan L


"Doug Robbins - Word MVP" wrote:

Word is not really the best thing to use for data manipulation. I would add
a column to your Excel spreadsheet that you populate with a 1 or a O by
using the formula/functions that are available in Excel and then use that
one column as a basis for filtering the records.

When you want to use some different criteria, modify the formula that
populates that column so that the required records are assigned the
appropriate value.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

"Jan L" wrote in message
...
I am trying to use the advanced filters. We have an Excel spreadsheet that
we have our list and are merging it with a form in Word. The Excel file
contains a number of criteria that we want to use to filter the merge
recipiants however it's not working. For example, one column of the Excel
spreadsheet contains a number code. I would like to select all but three
codes. So I selected, the field, "not equal to" and the entered the first
number code. I connected it with an "and" (I also tried "or") to the next
item, which was the same field, "not equal to" and the second number code
and
followed that with the third line item with the next number code. There
should have been a lot more records selected than actually showed up.
What
am I missing?

Second. I have been able to use two criteria and get that to work, but
when
I want to go back and change the filter criteria, it's not viewable. Do I
always have to re-attach the Excel spreadsheet each time I want to change
the
filter criteria?

Thank you for your help with this.
Jan
--
Jan L

Yes, but I still suggest that you insert another column that gets populated
with one particular value if the column that your refer to contains one of
the seven codes and with another value if it does not. Then you only have
to filter for one thing from Word.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

"Jan L" wrote in message
...
Perhaps I didn't explain very well. The Excel spreadsheet keeps our data.
One of the data columns has a code, there are about 10 different codes
that
are used in that column to represent the condition of the individual in
that
record. In merging the information from the spreadsheet into the Word
document, this column tells us how to treat each individual, in other
words,
if they should be receiving the letter that is being sent. In the current
situation, there are 7 codes in this particular column that represent the
individuals who will receive the letter and three codes will not be part
of
the merge. So I was trying to select these specific individuals by using
the Filter capabilities in the advance merge selection. I hope this
clarifies our situation.
Jan L


"Doug Robbins - Word MVP" wrote:

Word is not really the best thing to use for data manipulation. I would
add
a column to your Excel spreadsheet that you populate with a 1 or a O by
using the formula/functions that are available in Excel and then use that
one column as a basis for filtering the records.

When you want to use some different criteria, modify the formula that
populates that column so that the required records are assigned the
appropriate value.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

"Jan L" wrote in message
...
I am trying to use the advanced filters. We have an Excel spreadsheet
that
we have our list and are merging it with a form in Word. The Excel
file
contains a number of criteria that we want to use to filter the merge
recipiants however it's not working. For example, one column of the
Excel
spreadsheet contains a number code. I would like to select all but
three
codes. So I selected, the field, "not equal to" and the entered the
first
number code. I connected it with an "and" (I also tried "or") to the
next
item, which was the same field, "not equal to" and the second number
code
and
followed that with the third line item with the next number code.
There
should have been a lot more records selected than actually showed up.
What
am I missing?

Second. I have been able to use two criteria and get that to work, but
when
I want to go back and change the filter criteria, it's not viewable.
Do I
always have to re-attach the Excel spreadsheet each time I want to
change
the
filter criteria?

Thank you for your help with this.
Jan
--
Jan L

You could probably use the method shown in the section "Testing for a value
in one of several fields." at
http://www.gmayor.com/formatting_word_fields.htm to test for values in the
same mergefield.
eg where the field in question is 'Field1' and the three values sought are 1
3 and 7 then the following inserted at the start of the merge document will
only merge records that do not have those numbers in that field:

{ SET CHECK { IF{ =({ IF{ MERGEFIELD Field1 } = "1" 1 0 } + { IF{ MERGEFIELD
Field1 } = "3" 1 0 } + { IF{ MERGEFIELD Field1} = "7" 1 0 }) } = 1 "TRUE"
"FALSE" } }{ SKIPIF { CHECK } = "TRUE" }


--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org



Jan L wrote:
Perhaps I didn't explain very well. The Excel spreadsheet keeps our
data. One of the data columns has a code, there are about 10
different codes that are used in that column to represent the
condition of the individual in that record. In merging the
information from the spreadsheet into the Word document, this column
tells us how to treat each individual, in other words, if they should
be receiving the letter that is being sent. In the current
situation, there are 7 codes in this particular column that represent
the individuals who will receive the letter and three codes will not
be part of the merge. So I was trying to select these specific
individuals by using the Filter capabilities in the advance merge
selection. I hope this clarifies our situation.
Jan L


"Doug Robbins - Word MVP" wrote:

Word is not really the best thing to use for data manipulation. I
would add a column to your Excel spreadsheet that you populate with
a 1 or a O by using the formula/functions that are available in
Excel and then use that one column as a basis for filtering the
records.

When you want to use some different criteria, modify the formula that
populates that column so that the required records are assigned the
appropriate value.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

"Jan L" wrote in message
...
I am trying to use the advanced filters. We have an Excel
spreadsheet that we have our list and are merging it with a form in
Word. The Excel file contains a number of criteria that we want to
use to filter the merge recipiants however it's not working. For
example, one column of the Excel spreadsheet contains a number
code. I would like to select all but three codes. So I selected,
the field, "not equal to" and the entered the first number code. I
connected it with an "and" (I also tried "or") to the next item,
which was the same field, "not equal to" and the second number code
and
followed that with the third line item with the next number code.
There should have been a lot more records selected than actually
showed up. What
am I missing?

Second. I have been able to use two criteria and get that to work,
but when
I want to go back and change the filter criteria, it's not
viewable. Do I always have to re-attach the Excel spreadsheet each
time I want to change the
filter criteria?

Thank you for your help with this.
Jan
--
Jan L