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Graham Mayor Graham Mayor is offline
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Default Mail Merge from Excel data source

This is not something that Word's merge is designed to do, and to force it
to do so is complex - see How to use mail merge to create a list sorted by
category in Word 2002 - http://support.microsoft.com/?kbid=294686

--

Graham Mayor - Word MVP

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


Santa-D wrote:
Is there a way to run merge records from Excel which groups certain
records together.
I have a report which is exported from a finance system and I want to
have a generic template which I can merge outstanding invoices.

One site in this report may have 10 outstanding invoices but currently
I've been unable to figure out how to "group" the records together.

A sample:

Line No. | Invoice No. | Date | Description | Cost Centre | Invoice
Amt
Payment Amt | Balance | Attention | Email

1 | 100 | 1/01/01 | John Doe | 001030 | 345 | 0 | 345 | Jane Doe |
ess

...and so forth.

The current report is 207 lines long and one person could have 2
records and some could have 30 records.

Is there a way to group records via Name or Email address for merge?
What I want to achieve is each outstanding invoice record for Jane Doe
is listed in a table in word and I can't remember how I did (it's been
a few years).