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Mail Merge with Excel data - multiple records per page

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    Mail Merge with Excel data - multiple records per page

    I am trying to do a mail merge with an excel file of annual donations (see attached examples) where there is one page person listing multiple donations. I've been trying to accomplish this all day and just can get it to come out right. Can anyone help me? I have attached a sample excel file of what the data looks like and a word doc of basically what I'd like the out put to look like.

    Thank you for any help you can provide!
    Attached Files Attached Files

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    Re: Mail Merge with Excel data - multiple records per page

    You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial at:
    http://windowssecrets.com/forums/sho...merge-Tutorial
    or:
    http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip
    The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it.

    The field coding for this is complex. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. For some worked examples, see the attachments to the posts at:
    http://www.msofficeforums.com/mail-m...html#post23345
    http://www.msofficeforums.com/mail-m...html#post30327
    http://windowssecrets.com/forums/sho...l=1#post928391

    Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An example of this approach can be found at: http://answers.microsoft.com/en-us/o...1-1996c14dca5d

    Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
    Graham Mayor at http://www.gmayor.com/ManyToOne.htm; or
    Doug Robbins at http://bit.ly/1hduSCB

    In addition to a 'Many to One' merge, the latter handles:
    • Merge with Charts
    • Duplex Merge
    • Merge with FormFields
    • Merge with Attachments
    • Merge to Individual Documents
    • Merge, Print and Staple
    Cheers,
    Paul Edstein
    [Fmr MS MVP - Word]

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