I have an Excel document that is tracking actions for a person. Each person
has multiple rows (each row holds one unique action id). When I merge in
Word the number of documents created for each person is equal to the number
of rows that person has in the Excel file. For example, one person has 7
rows and then when merged 7 documents are created and the documents contain
actions that are not associated with that person.
The way I got around this before was creating a table in Access, not Excel,
and giving each action id a unique field identifier (creating a one-liner for
each person) then I used that table for my word document merge template and
the data merged successfully. Is there a way to do this in Excel or another
way? I am using a relational database and an internal reporting tool within
that database to extract the data initially, then using a database query in
Excel to retrieve into Excel.