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Mail merge between excel and word

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    Mail merge between excel and word

    Good morning brainiacs!

    I have a question, I have a data sheet that is growing all the time (new joiners), with new dates being added to the sheet (their start dates). I want to do a mail merge so that word pulls certain data from the excel sheet BUT! I want the mail merge to only pull data from dates I select, so that it only populates new joiner info from certain dates.

    Is there a "simple" way of doing this?

    In essence, I want to take data from a populated data sheet to generate a completed checklist in word, so that it can be emailed/printed etc.

    Hope that makes sense.

    Thanks in advance.

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    Forum Moderator AliGW's Avatar
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    Re: Mail merge between excel and word

    I would have a summary table in Excel that pulls data for new joiners only, then create a new joiners' mail merge based on this table instead of the full table.

    The summary table can be created with Office 365 formule or PowerQuery - attach a sample file if you want exact details.
    Ali


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    Re: Mail merge between excel and word

    You can use the full table and simply apply a mailmerge filter to exclude dates prior to the ones you're interested in. You can do that via Mailings|Edit Recipient List>Filters.
    Cheers,
    Paul Edstein
    [Fmr MS MVP - Word]

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    Forum Moderator AliGW's Avatar
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    Re: Mail merge between excel and word

    Paul - not sure it's as simple as dates, but if there's a column to indicate new joiners, then that could be used instead.

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    Re: Mail merge between excel and word

    Well, the OP does say:
    Quote Originally Posted by OldBoy View Post
    I have a data sheet that is growing all the time (new joiners), with new dates being added to the sheet (their start dates). I want to do a mail merge so that word pulls certain data from the excel sheet BUT! I want the mail merge to only pull data from dates I select, so that it only populates new joiner info from certain dates.

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