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Mailmerge multiple Excel records for one name to a single Word Doc



 
 
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  #1  
Old February 23rd, 2009, 07:18 PM posted to microsoft.public.word.mailmerge.fields
Dave
external usenet poster
 
Posts: 2,331
Default 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  
Old February 23rd, 2009, 08:04 PM posted to microsoft.public.word.mailmerge.fields
Doug Robbins - Word MVP on news.microsoft.com
external usenet poster
 
Posts: 409
Default 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  
Old February 23rd, 2009, 09:13 PM posted to microsoft.public.word.mailmerge.fields
Dave
external usenet poster
 
Posts: 2,331
Default 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 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




  #4  
Old February 23rd, 2009, 10:49 PM posted to microsoft.public.word.mailmerge.fields
Doug Robbins - Word MVP on news.microsoft.com
external usenet poster
 
Posts: 409
Default 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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