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#1
Posted to microsoft.public.word.mailmerge.fields
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search database and produce reports
We have an Excel spreadsheet for all 1200 of our employees with name,
department name, SSN and birthdate. I need to produce separate letters to each of the relevant department heads IF they have an employee due a test each month, listing the employees only for that department. I would like to automate this procedure with linked files or a query or some other way rather than do cut & paste, if possible, but I am at a loss how. Can I get Word to search the Excel sheet for all employees with birthmonth "X" AND department "Y", import the corresponding name and department into a document, then repeat for each department with employees due that month? A lot to ask, I know, but I am lazy! Richard -- Richard |
#2
Posted to microsoft.public.word.mailmerge.fields
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search database and produce reports
Hi ?B?UmljaGFyZCBS?=,
We have an Excel spreadsheet for all 1200 of our employees with name, department name, SSN and birthdate. I need to produce separate letters to each of the relevant department heads IF they have an employee due a test each month, listing the employees only for that department. I would like to automate this procedure with linked files or a query or some other way rather than do cut & paste, if possible, but I am at a loss how. Can I get Word to search the Excel sheet for all employees with birthmonth "X" AND department "Y", import the corresponding name and department into a document, then repeat for each department with employees due that month? A lot to ask, I know, but I am lazy! This should be possible using mail merge, but it might be a bit of work to set it up. First thing you should do is go to the Mail Merge FAQ on my website. In the "Special merges" section you'll find a short discussion about one-to-many types of merges (which Word doesn't support directly) with links to sample files for the three basic types of approach that can be used. Figure out which will give you the most satisfactory result (easiest is to use a Database field). Once you know that, and have tested it a bit, we can work out how to filter the records correctly. Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Jun 8 2004) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e-mail :-) |