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#1
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search and export multiple records
We have an Excel spreadsheet for all 1200 of our employees with name,
department name, SSN and birthdate. I have added another field to sort by birthmonth only. I can easily sort by the birthmonth, but I need to produce separate letters to each of the relevant department heads IF they have an employee due a test each month, listing the employees only for that department. I would like to automate this procedure with linked files or a query or some other way rather than do cut & paste, if possible, but I am at a loss how. Can anyone help me out? Thanks, Richard -- Richard |
#2
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search and export multiple records
"Richard R" wrote...
We have an Excel spreadsheet for all 1200 of our employees with name, department name, SSN and birthdate. I have added another field to sort by birthmonth only. I can easily sort by the birthmonth, but I need to produce separate letters to each of the relevant department heads IF they have an employee due a test each month, listing the employees only for that department. I would like to automate this procedure with linked files or a query or some other way rather than do cut & paste, if possible, but I am at a loss how. Can anyone help me out? If you could provide each department with a printout, all you'd need to do is select all your records and use Data Filter AutoFilter. Then select department and birthmonth from the dropdown lists for each field, and print that department's monthly listing. |
#3
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search and export multiple records
Maybe you could use MSWord's mail merge (and keep the data in excel).
Here are a couple of links: http://www.mvps.org/dmcritchie/excel/mailmerg.htm http://www.mvps.org/word/FAQs/MailMerge The first is from David McRitchie and the second is by Beth Melton and Dave Rado. Richard R wrote: We have an Excel spreadsheet for all 1200 of our employees with name, department name, SSN and birthdate. I have added another field to sort by birthmonth only. I can easily sort by the birthmonth, but I need to produce separate letters to each of the relevant department heads IF they have an employee due a test each month, listing the employees only for that department. I would like to automate this procedure with linked files or a query or some other way rather than do cut & paste, if possible, but I am at a loss how. Can anyone help me out? Thanks, Richard -- Richard -- Dave Peterson |
#4
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search and export multiple records
Ignore this.
I misread the question. But if you ever wanted to create separate letters for each person, it might prove useful. Dave Peterson wrote: Maybe you could use MSWord's mail merge (and keep the data in excel). Here are a couple of links: http://www.mvps.org/dmcritchie/excel/mailmerg.htm http://www.mvps.org/word/FAQs/MailMerge The first is from David McRitchie and the second is by Beth Melton and Dave Rado. Richard R wrote: We have an Excel spreadsheet for all 1200 of our employees with name, department name, SSN and birthdate. I have added another field to sort by birthmonth only. I can easily sort by the birthmonth, but I need to produce separate letters to each of the relevant department heads IF they have an employee due a test each month, listing the employees only for that department. I would like to automate this procedure with linked files or a query or some other way rather than do cut & paste, if possible, but I am at a loss how. Can anyone help me out? Thanks, Richard -- Richard -- Dave Peterson -- Dave Peterson |
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