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Trying to use the mail merge feature in Word 2003 to merge data from an excel
file, but I need the merge to break when there is a change in the data - a data file would look like this. Custid Name Address1 Address2 Dept Desc 2006 Prod 2005 Prod 100 Test 123 MAIN TEST, GA 901 AUTO 1568.90 500.95 100 Test 123 MAIN TEST, GA 903 PROP 485.00 0.00 100 Test 123 MAIN TEST, GA 932 P&C 3468.50 300.00 200 ABC XYZ MAIN 123, GA 908 PEST 2589.00 0.00 200 ABC XYZ MAIN 123, GA 933 BOAT 589.00 297.76 200 ABC XYZ MAIN 123, GA 901 AUTO 459.00 678.09 200 ABC XYZ MAIN 123, GA 923 HOME 420.00 2000.00 I want the mail merge to page break when the Custid changes, but before it breaks, I want to give a grand total for the 2006Prod and 2005Prod Columns. Also just print the Custid, Name, Address1, Address2 once on the page. This would later be printed and folded to be mailed in a window envelop. So the net effect would look something like this: 100 Test 123 MAIN TEST, GA 901 AUTO 1568.90 500.95 903 PROP 485.00 0.00 932 P&C 3468.50 300.00 ----------- page break ----------------- 200 ABC XYZ MAIN 123, GA 908 PEST 2589.00 0.00 933 BOAT 589.00 297.76 901 AUTO 459.00 678.09 923 HOME 420.00 2000.00 Hope this makes sense. I need help really really bad - Thanks in advance for your time. |
#2
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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 Scott wrote: Trying to use the mail merge feature in Word 2003 to merge data from an excel file, but I need the merge to break when there is a change in the data - a data file would look like this. Custid Name Address1 Address2 Dept Desc 2006 Prod 2005 Prod 100 Test 123 MAIN TEST, GA 901 AUTO 1568.90 500.95 100 Test 123 MAIN TEST, GA 903 PROP 485.00 0.00 100 Test 123 MAIN TEST, GA 932 P&C 3468.50 300.00 200 ABC XYZ MAIN 123, GA 908 PEST 2589.00 0.00 200 ABC XYZ MAIN 123, GA 933 BOAT 589.00 297.76 200 ABC XYZ MAIN 123, GA 901 AUTO 459.00 678.09 200 ABC XYZ MAIN 123, GA 923 HOME 420.00 2000.00 I want the mail merge to page break when the Custid changes, but before it breaks, I want to give a grand total for the 2006Prod and 2005Prod Columns. Also just print the Custid, Name, Address1, Address2 once on the page. This would later be printed and folded to be mailed in a window envelop. So the net effect would look something like this: 100 Test 123 MAIN TEST, GA 901 AUTO 1568.90 500.95 903 PROP 485.00 0.00 932 P&C 3468.50 300.00 ----------- page break ----------------- 200 ABC XYZ MAIN 123, GA 908 PEST 2589.00 0.00 933 BOAT 589.00 297.76 901 AUTO 459.00 678.09 923 HOME 420.00 2000.00 Hope this makes sense. I need help really really bad - Thanks in advance for your time. |
#3
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thats what I am trying as we speak, but I cannot seem to make that work
either. do you have a sample word document i could use as a template to figure this out? "Graham Mayor" wrote: 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 Scott wrote: Trying to use the mail merge feature in Word 2003 to merge data from an excel file, but I need the merge to break when there is a change in the data - a data file would look like this. Custid Name Address1 Address2 Dept Desc 2006 Prod 2005 Prod 100 Test 123 MAIN TEST, GA 901 AUTO 1568.90 500.95 100 Test 123 MAIN TEST, GA 903 PROP 485.00 0.00 100 Test 123 MAIN TEST, GA 932 P&C 3468.50 300.00 200 ABC XYZ MAIN 123, GA 908 PEST 2589.00 0.00 200 ABC XYZ MAIN 123, GA 933 BOAT 589.00 297.76 200 ABC XYZ MAIN 123, GA 901 AUTO 459.00 678.09 200 ABC XYZ MAIN 123, GA 923 HOME 420.00 2000.00 I want the mail merge to page break when the Custid changes, but before it breaks, I want to give a grand total for the 2006Prod and 2005Prod Columns. Also just print the Custid, Name, Address1, Address2 once on the page. This would later be printed and folded to be mailed in a window envelop. So the net effect would look something like this: 100 Test 123 MAIN TEST, GA 901 AUTO 1568.90 500.95 903 PROP 485.00 0.00 932 P&C 3468.50 300.00 ----------- page break ----------------- 200 ABC XYZ MAIN 123, GA 908 PEST 2589.00 0.00 933 BOAT 589.00 297.76 901 AUTO 459.00 678.09 923 HOME 420.00 2000.00 Hope this makes sense. I need help really really bad - Thanks in advance for your time. |
#4
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See the "Group Multiple items for a single condition" item on fellow MVP
Cindy Meister's website at http://homepage.swissonline.ch/cindy...faq1.htm#DBPic Or take a look at the following Knowledge Base Article http://support.microsoft.com/default...b;en-us;211303 http://www.knowhow.com/Guides/Compou...poundMerge.htm Or, if you create a Catalog (on in Word XP and later, it's called Directory) type mailmerge main document with the mergefields in the cells of a one row table in the mailmerge main document with the keyfield in the first cell in the row and then execute that merge to a new document and then run the following macro, it will create separate tables with the records for each key field in them. With a bit of further development, you should be able to get it to do what you want. ' Macro to create multiple items per condition in separate tables from a directory type mailmerge Dim source As Document, target As Document, scat As Range, tcat As Range Dim data As Range, stab As Table, ttab As Table Dim i As Long, j As Long, k As Long, n As Long Set source = ActiveDocument Set target = Documents.Add Set stab = source.Tables(1) k = stab.Columns.Count Set ttab = target.Tables.Add(Range:=Selection.Range, numrows:=1, numcolumns:=k - 1) Set scat = stab.Cell(1, 1).Range scat.End = scat.End - 1 ttab.Cell(1, 1).Range = scat j = ttab.Rows.Count For i = 1 To stab.Rows.Count Set tcat = ttab.Cell(j, 1).Range tcat.End = tcat.End - 1 Set scat = stab.Cell(i, 1).Range scat.End = scat.End - 1 If scat tcat Then ttab.Rows.Add j = ttab.Rows.Count ttab.Cell(j, 1).Range = scat ttab.Cell(j, 1).Range.Paragraphs(1).PageBreakBefore = True ttab.Rows.Add ttab.Cell(j + 1, 1).Range.Paragraphs(1).PageBreakBefore = False For n = 2 To k Set data = stab.Cell(i, n).Range data.End = data.End - 1 ttab.Cell(ttab.Rows.Count, n - 1).Range = data Next n Else ttab.Rows.Add For n = 2 To k Set data = stab.Cell(i, n).Range data.End = data.End - 1 ttab.Cell(ttab.Rows.Count, n - 1).Range = data Next n End If Next i -- 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 "Scott" wrote in message ... thats what I am trying as we speak, but I cannot seem to make that work either. do you have a sample word document i could use as a template to figure this out? "Graham Mayor" wrote: 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 Scott wrote: Trying to use the mail merge feature in Word 2003 to merge data from an excel file, but I need the merge to break when there is a change in the data - a data file would look like this. Custid Name Address1 Address2 Dept Desc 2006 Prod 2005 Prod 100 Test 123 MAIN TEST, GA 901 AUTO 1568.90 500.95 100 Test 123 MAIN TEST, GA 903 PROP 485.00 0.00 100 Test 123 MAIN TEST, GA 932 P&C 3468.50 300.00 200 ABC XYZ MAIN 123, GA 908 PEST 2589.00 0.00 200 ABC XYZ MAIN 123, GA 933 BOAT 589.00 297.76 200 ABC XYZ MAIN 123, GA 901 AUTO 459.00 678.09 200 ABC XYZ MAIN 123, GA 923 HOME 420.00 2000.00 I want the mail merge to page break when the Custid changes, but before it breaks, I want to give a grand total for the 2006Prod and 2005Prod Columns. Also just print the Custid, Name, Address1, Address2 once on the page. This would later be printed and folded to be mailed in a window envelop. So the net effect would look something like this: 100 Test 123 MAIN TEST, GA 901 AUTO 1568.90 500.95 903 PROP 485.00 0.00 932 P&C 3468.50 300.00 ----------- page break ----------------- 200 ABC XYZ MAIN 123, GA 908 PEST 2589.00 0.00 933 BOAT 589.00 297.76 901 AUTO 459.00 678.09 923 HOME 420.00 2000.00 Hope this makes sense. I need help really really bad - Thanks in advance for your time. |
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