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Combining Like Records



 
 
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  #1  
Old July 2nd, 2009, 04:48 AM posted to microsoft.public.word.mailmerge.fields
mike
external usenet poster
 
Posts: 3,942
Default Combining Like Records

Hi all. First post - I appreciate your patience

We are trying to send expense reports emails from a spreadsheet. The
spreadsheet has data in cells similar to table shown below:

Name | Expense | Details
Joe 1 | $80 | Hotel
Joe 1 | $40 | Cab
Joe 2 | $60 | Hotel


We would like to have the records combined into a single email if the "Name"
field is idintical to the preceding.

I found a nice how-to online: http://cornell.veplan.net/article.aspx?&a=3815
.. However he resulting documents shows the following error when we try to
send the emails: "You cannot send a catalog created by merging documents
directly to mail, fax or a printer".

I can provide the formatting from the Mail Merge document if that would help.

So - does anyone know a method for combining like records from a data source
when creating mail merge emails?

Thanks,
Mike
  #2  
Old July 2nd, 2009, 04:59 AM posted to microsoft.public.word.mailmerge.fields
macropod[_2_]
external usenet poster
 
Posts: 2,402
Default Combining Like Records

You can't use Word's Catalogue/Directory Mailmerge facility directly for this (the terminolgy depends on the Word version). However,
to see how you can use it indirectly, check out my Word 97-2007 Catalogue/Directory Mailmerge Tutorial at:
http://www.wopr.com/index.php?showtopic=731107
or
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip
Do read the tutorial before trying to use the mailmerge document included with it.

--
Cheers
macropod
[Microsoft MVP - Word]


"Mike" wrote in message news
Hi all. First post - I appreciate your patience

We are trying to send expense reports emails from a spreadsheet. The
spreadsheet has data in cells similar to table shown below:

Name | Expense | Details
Joe 1 | $80 | Hotel
Joe 1 | $40 | Cab
Joe 2 | $60 | Hotel


We would like to have the records combined into a single email if the "Name"
field is idintical to the preceding.

I found a nice how-to online: http://cornell.veplan.net/article.aspx?&a=3815
. However he resulting documents shows the following error when we try to
send the emails: "You cannot send a catalog created by merging documents
directly to mail, fax or a printer".

I can provide the formatting from the Mail Merge document if that would help.

So - does anyone know a method for combining like records from a data source
when creating mail merge emails?

Thanks,
Mike


 




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