Customizable mail merge

**gulli09** · 07-15-2014, 11:53 AM

Hi,

I'm having a bit of a problem finding out a way to get mail merge to assist me, maybe I need to some VBA programming, maybe I can find a tailored fit or possible even a differential to using mail-merge.

My problem:

I have a list with 9.000 employees with about 1.500 different employees. Each employee has either A or B.

What I want to do is send a letter to all the 1.500 different employers listing all their employees and whether they are A or B.

So for example if this would be my data set:

Name - Workplace - A/B
John - Palace - A
Smith - Warehouse - B
Paul - Palace - B
Ian - Bar - A
Gregor - Warehouse - B
Allen - Palace - A
Steve - Garage - B
Peter - Warehouse - B

Then I want to form the following letters:

Dear Palace,

Your employees blabla
John - A
Paul - B
Allen - A

;;;;;

Dear Warehouse,

Your employees blabla,
Smith - B
Paul - B
Gregor - B
Peter - B

;;;;;

Dear Bar,

Your eomployees blabla,
Ian - A

;;;;;;

Dear Garage,

Your employees blabla,
Steve - B

;;;;

So I need to form 1.500 letters, one per each employer stating all of their employees, whether they are 1, 10 or 50.

I have googled and googled and tried working through the mail merge setups both in Word and Excel and I'm simple clueless, anyone able to guide me in the correct path here?

Regards,

**Russell Dawson** · 07-15-2014, 11:59 AM

Why not sort by employer and m/m just the particular range for each employer?

**gulli09** · 07-15-2014, 12:29 PM

How would that work? Since the task is basically two-fold.

First, mail-merge 1.500 different letters where I draft down each of the employers addresses, postal codes, a greeting etc.

Secondly, I need to filter the employees down, i.e. in the Warehouse mail I need to include all the Warehouse employees and only the Warehouse employees.

If I go that route wouldn't I end up making 9.000 letters, I.e., one per each employee, not one per each employer?

**Russell Dawson** · 07-15-2014, 12:50 PM

If you sort by employer then cut and paste onto three different worksheets and then adapt the word doc accordingly.

**gulli09** · 07-16-2014, 05:54 AM

Cut and paste what onto three different sheets? Employer, Employee, A/B?

**Russell Dawson** · 07-16-2014, 10:59 AM

Sorry, I meant a w/s per employer thinking there were only three. Is it 4? Upload your w/b.

**gulli09** · 07-17-2014, 05:45 AM

For that to work I would need 1500+ sheets since there are roughly 1.500 employers

Unfortunately I can't upload the actual workbook since it includes sensitive information. It is however identical to the data set I described above.

Any help much appreciated!

**Russell Dawson** · 07-17-2014, 05:54 AM

Yes, sorry. I allowed myself to use the example rather than read your initial post. That's why I thought there were only 3 or 4 employers. I'll ask for further help for you.

**Russell Dawson** · 07-17-2014, 06:00 AM

http://www.excelforum.com/the-water-...ml#post3770924

**gulli09** · 07-17-2014, 06:34 AM

Much appreciated!

**jaslake** · 07-17-2014, 01:00 PM

Hi gulli09

Please attach a sample file that represents what you have. The structure of your attachment should be the same structure as your actual data. Any proprietary information should be changed.

Include in the attachment any code you're currently using (whether it works or not) and, if appropriate, an "After" worksheet that demonstrates what you wish the output to be.

To Attach a File:

1. Click on Go Advanced
2. In the frame Attach Files you will see the button Manage Attachments
3. Click the button.
4. A new window will open titled Manage Attachments - Excel Forum.
5. Click the "Add Files"... button to locate your file for uploading.
6. This will open a new window File Upload...Click "Select Files"
7. Once you have located the file to upload click the Open button. This window will close.
8. You are now back in the Manage Attachments - Excel Forum window.
9. Click the "Upload Files" button and wait until the file has uploaded.
10. Click the "Done" Button.

**gulli09** · 07-21-2014, 06:16 AM

Unfortunately, basically all the data is sensitive, so I took a small portion of the sheet(it's 9000 names of employees and 1500 employers) and edited it all the names and addresses, however the look of the sheet is essentially the same.

I haven't got any code, simply because I'm not sure if this is even possible and if so how to go about it, so I really just need to get a push in a direction which clarifies whether this is possible and if so, what would be the best way to pursue this

Regards,