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#1
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Mailmerge multiple Excel records for one name to a single Word Doc
I want to create a single Word 2007 invoice document for each customer from
an Excel worksheet, where there are multiple records for each customer. What field codes, rules should be inserted in the Word invoice document to show all records for each customer and then advance to the next customer? Thanks! -- DSM |
#2
Posted to microsoft.public.word.mailmerge.fields
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Mailmerge multiple Excel records for one name to a single Word Doc
Take a look at:
http://cornell.veplan.net/article.aspx?&a=3815 or fellow MVP, macropod's tutorial on Catalogue/Directory Mailmerges at: http://www.wopr.com/cgi-bin/w3t/show...?Number=731107 -- 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, originally posted via msnews.microsoft.com "Dave" wrote in message ... I want to create a single Word 2007 invoice document for each customer from an Excel worksheet, where there are multiple records for each customer. What field codes, rules should be inserted in the Word invoice document to show all records for each customer and then advance to the next customer? Thanks! -- DSM |
#3
Posted to microsoft.public.word.mailmerge.fields
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Mailmerge multiple Excel records for one name to a single Word
Doug,
If I'm correctly understanding the description in your first link, this solution would not list all the items (records) for a given customer on a single (first) page. It would proceed in numerical order, starting with record 1, and advance to the second invoice document when the customers name changes in that field. Since the customers name is randomly spread throughout the records, this would give me several invoices per customer, whereas I want only one per customer. To clarify, if customer A has records 1, 4, 8, 11, and 24, how would I set up codes in a Word merge so that I could print a single invoice totaling customer As records? (The second link you gave is inaccessible due to webpage software updating.) Again, thanks! -- DSM "Doug Robbins - Word MVP on news.microsof" wrote: Take a look at: http://cornell.veplan.net/article.aspx?&a=3815 or fellow MVP, macropod's tutorial on Catalogue/Directory Mailmerges at: http://www.wopr.com/cgi-bin/w3t/show...?Number=731107 -- 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, originally posted via msnews.microsoft.com "Dave" wrote in message ... I want to create a single Word 2007 invoice document for each customer from an Excel worksheet, where there are multiple records for each customer. What field codes, rules should be inserted in the Word invoice document to show all records for each customer and then advance to the next customer? Thanks! -- DSM |
#4
Posted to microsoft.public.word.mailmerge.fields
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Mailmerge multiple Excel records for one name to a single Word
Whatever method you use, the data will have to be sorted by the Customer.
-- 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, originally posted via msnews.microsoft.com "Dave" wrote in message ... Doug, If I'm correctly understanding the description in your first link, this solution would not list all the items (records) for a given customer on a single (first) page. It would proceed in numerical order, starting with record 1, and advance to the second invoice document when the customer's name changes in that field. Since the customer's name is randomly spread throughout the records, this would give me several invoices per customer, whereas I want only one per customer. To clarify, if customer A has records 1, 4, 8, 11, and 24, how would I set up codes in a Word merge so that I could print a single invoice totaling customer A's records? (The second link you gave is inaccessible due to webpage software updating.) Again, thanks! -- DSM "Doug Robbins - Word MVP on news.microsof" wrote: Take a look at: http://cornell.veplan.net/article.aspx?&a=3815 or fellow MVP, macropod's tutorial on Catalogue/Directory Mailmerges at: http://www.wopr.com/cgi-bin/w3t/show...?Number=731107 -- 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, originally posted via msnews.microsoft.com "Dave" wrote in message ... I want to create a single Word 2007 invoice document for each customer from an Excel worksheet, where there are multiple records for each customer. What field codes, rules should be inserted in the Word invoice document to show all records for each customer and then advance to the next customer? Thanks! -- DSM |
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