Excel Rows to Word Table

**rette7** · 03-09-2023, 05:28 PM

I am beyond frustrated and my perfectionist nature won't let me give this one up and I know there are some geniuses here that can help me find a solution but I can't take another YouTube video or confusing tutorial.

I have a data source that contains giving records, most records have 12 entries at most. There's a received date and two dollar amounts for each - the amount received and the deductible amount. I work for a nonprofit.

I want to fill in a table in a mail merge to show the date each contribution was given and the two dollar amounts. I got it to work sorta, but then the table was showing some but not all, or duplicate gifts. So over this...

I also would like a total at the bottom. I thought about scrapping the idea of listing each gift and just listing the total, but I can't even think of a good way to tabulate that in Excel, and have been working on this all day so I'm now braindead.

Long and short:
I am looking to do a mail merge of multiple rows from Excel (based on the person's name) to form a table in a Word letter for each person that will list all of that person's donations for 2022 and total the dollar amount at the bottom of the table. I am a fairly advanced use of both Word and Excel but everything I've found with the one to many, ID1/ID2, etc. is making my head hurt.

TIA, I'll take any ideas to make this work at this point.

**Limor_OP** · 03-09-2023, 06:32 PM

Hi,
So you would like to list all the dates of each doner in a separate line in your WORD file?
or just the total for each one?

In columns A-B I gave you the aggregated amounts (but I didn't know which date to take...),
and in F-H it is detailed by dates and the amounts are aggregated in case there are few donations for the same person in the same date....

**rette7** · 03-09-2023, 06:40 PM

I would love it if I could have the dates under each donor with a total at the bottom, the dates are listed under each donor by the date they gave.

99.9% of the time, they don't typically give on the same date.

**Limor_OP** · 03-09-2023, 06:45 PM

Hi,
can you show a mock up with a few examples of how you would like it to look like within the excel file?

**rette7** · 03-09-2023, 07:04 PM

I am unsure how to make it look in excel exactly but I have added what I think you're looking for and how it "should translate to Word, not sure if that helps?

Attachment 821032
Attachment 821033

**Limor_OP** · 03-09-2023, 07:06 PM

Originally Posted by rette7

I am unsure how to make it look in excel exactly but I have added what I think you're looking for and how it "should translate to Word, not sure if that helps?

Attachment 821032
Attachment 821033

Hi,
I cannot open the links :/

**rette7** · 03-09-2023, 07:10 PM

Argh - lemme try again...

Attachment 821034

**rette7** · 03-09-2023, 07:12 PM

See how on the left in received date, Word was skipping certain dates, not listing all of the ones that were in the donor's list as it displayed. If a donor only had a few gifts, anything less that 12, than it would just duplicate dates, and then it was incorrect too, and would in turn throw off a total at the bottom.

**Limor_OP** · 03-09-2023, 07:12 PM

Originally Posted by rette7

Argh - lemme try again...

Attachment 821034

Nope.....the link is broken.
Follow the instructions at the yellow banner on the top of the page...

**rette7** · 03-09-2023, 07:15 PM

2022 YE Giving Letter Data FINAL.xlsx 2022 YE Giving Letter.docx Example.jpg

Hope it works this time

**Limor_OP** · 03-09-2023, 07:17 PM

Yes, I can see the table now.
so - you want a subtotal for each doner, and in addition another column for the Tax deductible amount , right?

**Limor_OP** · 03-09-2023, 07:24 PM

How about adding a PIVOT based on the list created in F-I?

Look at Sheet1, columns K-N

**rette7** · 03-09-2023, 07:41 PM

I did try a pivot a couple times but couldn't get it to work properly for me. Let me take a look but to your previous question, you are correct; I want a subtotal for each donor's giving, and in addition another column for the Tax deductible amount.

Thanks!

**Limor_OP** · 03-09-2023, 07:45 PM

Originally Posted by rette7

I did try a pivot a couple times but couldn't get it to work properly for me......

Hi,
Notice that the PIVOT is not calculating based on the original data, but instead it is taking the unique vales created in sheet1
I have replaced the file so please make sure you have the latest version....

**rette7** · 03-09-2023, 07:49 PM

Do you know how to make the Word table show the dates correctly? I see you're an Excel wiz, not sure if that extends to Word at all?

**rette7** · 03-09-2023, 08:08 PM

I think I figured out the pivot, ignore my last post

Excel Rows to Word Table

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