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Set up Excel to serve as link to Merge Grouped Rows into MS Word Doc

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    Question Set up Excel to serve as link to Merge Grouped Rows into MS Word Doc

    Hello Everyone,

    I am looking for a way to create a Mail Merge between Excel and Word.

    But the situation needs to Merge Multiple Rows (based on common field) into a single word Doc

    In the attached files I have set up the merge link between excel and word.
    And the end result should be only Two Merged Word Docs:
    1 - for P0001 with 4 rows of data in the Table; &
    2 - for P0002 with 3 rows of data in the Table.

    Any help is appreciated.
    Attached Files Attached Files

  2. #2
    Forum Expert macropod's Avatar
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    Re: Set up Excel to serve as link to Merge Grouped Rows into MS Word Doc

    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://www.msofficeforums.com/mail-m...-tutorial.html
    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.

    Depending on what you're trying to achieve, the field coding for this can be 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

    Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An outline of this approach can be found at: http://answers.microsoft.com/en-us/o...1-1996c14dca5d
    Conversely, if you're using a relational database or, Excel workbook with a separate table with just a single instance of each of the grouping criteria, a DATABASE field in a normal ‘letter’ mailmerge main document could be used without the need for a macro. An outline of this approach can be found at:
    https://answers.microsoft.com/en-us/...f-8642e46fa103
    For some working examples, see:
    http://www.msofficeforums.com/mail-m...-multiple.html
    https://www.excelforum.com/excel-gen...ml#post5110813

    The DATABASE field can even be used without recourse to a mailmerge. An example of such usage can be found at: http://www.msofficeforums.com/mail-m...html#post67097. Your required output could be achieved with two such fields.

    Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
    Graham Mayor at https://www.gmayor.com/ManyToOne.htm ; or
    Doug Robbins at https://onedrive.live.com/?cid=5AEDC...43615E886B!566
    Last edited by macropod; 03-31-2020 at 05:33 AM.
    Cheers,
    Paul Edstein
    [Fmr MS MVP - Word]

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    Re: Set up Excel to serve as link to Merge Grouped Rows into MS Word Doc

    Its has some good resources, but I don't know how to use it to populate my table in the word Document.

  4. #4
    Forum Expert macropod's Avatar
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    Re: Set up Excel to serve as link to Merge Grouped Rows into MS Word Doc

    Surely you don't expect someone to do it all for you??? Everything you need is in the links provided.

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