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Mail merging - Sevaral values on one person

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    Mail merging - Sevaral values on one person

    Hi.

    I can't find out how to make one letter for a person with mail merging in Word having a dataset which contain several values for one person.

    I need a formula or a way to make Word look like the attached picture.

    photo_snap.PNG

    I have probably 100 different values for one name so I need an automative way to do the process.

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    Forum Moderator AliGW's Avatar
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    Re: Mail merging - Sevaral values on one person

    Firstly, you had three responses in your previous thread, but did not acknowledge them (although you marked the thread as solved). We do expect some feedback to members who offer you help.

    https://www.excelforum.com/excel-for...ml#post5564641

    Secondly, you will need to concatenate the entries in some way. There are two options:

    1. In the source data, concatenate the products into one cell per person.

    or:

    2. In the source data, create fields for each product (Product1, Product2, etc.).

    Either of these data transformations could be done with PowerQuery, based on what you have shown us. Then your mail merge will work as you want it to. The issue is not with Word - it's with the layout of the source data in Excel. Shall I move the query for you?
    Last edited by AliGW; 09-21-2021 at 03:40 AM.
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    Forum Guru macropod's Avatar
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    Re: Mail merging - Sevaral values on one person

    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:
    https://www.msofficeforums.com/mail-...-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:
    https://www.msofficeforums.com/mail-...html#post23345
    https://www.msofficeforums.com/mail-...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:
    https://answers.microsoft.com/en-us/...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:
    https://www.msofficeforums.com/mail-...-multiple.html
    https://www.msofficeforums.com/mail-...tml#post151706
    https://www.excelforum.com/excel-gen...ml#post5110813
    (the second of these uses a macro to apply some additional formatting).
    Cheers,
    Paul Edstein
    [Fmr MS MVP - Word]

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