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savbci savbci is offline
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Default merge word file from excel but not all files

I have a letter in word and i want to do a mail merge with information on an
excel file.
the letter is regarding a receipt of payment. in the excel file i have a
column (column R) titled Payment Method. The values in this column can be
'blank, Credit Card, Invoice, Incomplete'. The only rows I want to look at
are the rows with 'Credit Card' filled in under the Payment Method Column.
How do I include these items only?

My excel file has about 50 rows. the data I need to merge onto my word
receipt is name (Column A), Address (Column B and C) and Total paid (column
D) with the people that have 'Credit Card' under Column R only. The rest I
don't want in my word document.

Any idea how to do this?

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macropod[_2_] macropod[_2_] is offline
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Posts: 2,059
Default merge word file from excel but not all files

Hi savbci,

Perhaps the simplest and most reliable way is to insert a 'SKIPIF' (Skip Record If) field into your mailmerge main document, with
the parameters:
Field name: Payment Method
Comaprison: Not Equal To
Compare to: Credit Card

Alternatively, if you're into field coding:
{SKIPIF {MERGEFIELD Payment_Method} "Credit Card"}
or
{SKIPIF «Payment_Method» "Credit Card"}

Note: The field brace pairs (ie '{ }') for the above example are created via Ctrl-F9 - you can't simply type them or copy & paste
them from this message. Likwise, you can't type the chevrons (ie '« »') - they're part of the actual mergefields, which you can
insert from the mailmerge toolbar.

--
Cheers
macropod
[Microsoft MVP - Word]


"savbci" wrote in message ...
I have a letter in word and i want to do a mail merge with information on an
excel file.
the letter is regarding a receipt of payment. in the excel file i have a
column (column R) titled Payment Method. The values in this column can be
'blank, Credit Card, Invoice, Incomplete'. The only rows I want to look at
are the rows with 'Credit Card' filled in under the Payment Method Column.
How do I include these items only?

My excel file has about 50 rows. the data I need to merge onto my word
receipt is name (Column A), Address (Column B and C) and Total paid (column
D) with the people that have 'Credit Card' under Column R only. The rest I
don't want in my word document.

Any idea how to do this?


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