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Statement of account from rows of Excel spreadsheet

  1. #1
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    Statement of account from rows of Excel spreadsheet

    I'm trying to produce a number of letters (or emails) in Word 2007 using Mergings each letter/email with a unique account number.
    I have a Word template and an Excel spreadsheet. The spreasheet has a list of invoices.

    (I've attached a sample of each. The cell highlights are not needed on the table - they are only there to highlight the changes of account number)

    I want to mailmerge the first row(s) of data in Excel to a table in the Word document keying on the account number. When the Account number in the record changes I want the table to finish and Word to produce the next statement keying on the next account number.
    What is the conditional formatting needed to read each row of data across to the first Word letter and change when the account number changes?
    Thanks for any help you can give. Steve
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  2. #2
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    Re: Statement of account from rows of Excel spreadsheet

    Hello steve,
    what you mean is that whenever a record is entered in the excel sheet, word file will be updated also?

  3. #3
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    Re: Statement of account from rows of Excel spreadsheet

    No - I just need to run the mailemerge wizard in Word linked with the Excel spreadsheet producing separate letters/emails listing all the rows with one account number then, when the account number in the next line changes - the letter/email ends and starts the next letter (sorry - it's hard to describe in print but what I'm after is a simple way to produce a statement of invoices for each account from a spreadsheet of all the invoices). I think it's done in conditional formatting in each cell of the table in Word so that it checks if the account number in the next record is the same before entering it. If the next account number is different it enters it then sends the letter to the printer or send the email.

  4. #4
    Registered User
    Join Date
    03-27-2004
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    Re: Statement of account from rows of Excel spreadsheet

    No - I just need to run the mailemerge wizard in Word linked with the Excel spreadsheet producing separate letters/emails listing all the rows with one account number then, when the account number in the next line changes - the letter/email ends and starts the next letter (sorry - it's hard to describe in print but what I'm after is a simple way to produce a statement of invoices for each account from a spreadsheet of all the invoices). I think it's done in conditional formatting in each cell of the table in Word so that it checks if the account number in the next record is the same before entering it. If the next account number is different it enters it then sends the letter to the printer or send the email.

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