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mklindquist mklindquist is offline
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Default Mail Merge Question

I'm working on a mail merge to create a letter. It includes a table within the letter. A student can have 1-many rows in the table depending on the aid they are receiving.

What I am trying to do is list some date ranges for the column headings and then below is the amount of aid per each type of fund. So for example:

The file has data that is like this:

First Name | Subscription Period | fund_name | disb amt | numCourses | RegUnits
Kelly | Nov 2,2016-Jan 31, 2017 | Federal Direct Sub Loan | 1113 | 2 | 7
Kelly | Nov 2,2016-Jan 31, 2017 | Federal Direct UnSub Loan | 1484 | 2 | 7
Kelly | Nov 2,2016-Jan 31, 2017 | Federal Pell Grant | 266.50 | 2 | 7
Kelly | Feb 2,2017-Apr 30, 2017 | Federal Direct Sub Loan | 1113 | 2 | 6
Kelly | Feb 2,2017-Apr 30, 2017 | Federal Direct UnSub Loan | 1484 | 2 | 6
Kelly | Feb 2,2017-Apr 30, 2017 | Federal Pell Grant | 266.50 | 2 | 6
etc.

I would like the letter to display the data like this:

FUND | Nov 2,2016-Jan 31, 2017 | Feb 2, 2017-Apr 30, 2017
Federal Direct Sub Loan | 1113.00 | 1000
Federal Direct Unsub Loan| 1484.00 | 1425
Federal Pell Grant | 266.50 | 240

I'm unsure how to do this with Mail Merge.

I have attached the excel data and what the final merged letter should look like for each student.
Attached Files
File Type: zip DataFile_n_FinalLetter.zip (18.9 KB, 170 views)
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