+ Reply to Thread
Results 1 to 5 of 5

Mail Merge : All-in-1 Page with Complex Scenario

  1. #1
    Registered User
    Join Date
    08-01-2012
    Location
    KL
    MS-Off Ver
    Excel 2010
    Posts
    37

    Mail Merge : All-in-1 Page with Complex Scenario

    Hi all,

    I'm in charge of billing tenants for my company & I have recently explored the 'Mail Merge' function in Words to help me prepare invoices.
    I managed to create the invoices but it's limited to 1 data row (in Excel) resulting in 1 page (in Word).
    Therefore, I'll have many pages although all should go to the same tenant.

    I was wondering will it be a complex thing to do if I wanted to 'merge' all the required lines into 1 same page for 1 same tenant, with has a unique identifier (which is the ID / Location).

    Sample data & template are as per attached.
    Really appreciate it if someone could help me out..many great thanks in advance!

    Sample Data.xlsx
    Sample Template.docx

  2. #2
    Registered User
    Join Date
    08-01-2012
    Location
    KL
    MS-Off Ver
    Excel 2010
    Posts
    37

    Re: Mail Merge : All-in-1 Page with Complex Scenario

    Any help???

  3. #3
    Registered User
    Join Date
    01-08-2013
    Location
    Reading, England
    MS-Off Ver
    Excel 2010
    Posts
    3

    Re: Mail Merge : All-in-1 Page with Complex Scenario

    Hi DB, I myself have tried to do this before but failed as the functionality was not designed to allow you to do that. What you are trying to do really requires the use of a relational database like Access where you can then store the data in separate tables linked by common ID values and then create a query and report format for your invoices that will allow you to group the different billings for each recipient. The only work-around that I can see that would work is if you were to add some additional columns for the billing types and amounts before you then treat the tenant as a new record. So that would economise on the amount of paper to be printed out. I attach your samples with my modifications to illustrate what I mean. So that is all I can offer you unless someone else on this forum knows better?
    Regards, Pius.
    Attached Files Attached Files

  4. #4
    Registered User
    Join Date
    08-01-2012
    Location
    KL
    MS-Off Ver
    Excel 2010
    Posts
    37

    Re: Mail Merge : All-in-1 Page with Complex Scenario

    Thanks for the suggestion Pius, I guess I have to learn more about Microsoft Access..

  5. #5
    Forum Expert macropod's Avatar
    Join Date
    12-22-2011
    Location
    Canberra, Australia
    MS-Off Ver
    Word, Excel & Powerpoint 2003 & 2010
    Posts
    3,726

    Re: Mail Merge : All-in-1 Page with Complex Scenario

    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://lounge.windowssecrets.com/ind...owtopic=731107
    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.

    For some worked examples, see the attachment to the posts at:
    http://www.msofficeforums.com/mail-m...html#post23345
    http://www.msofficeforums.com/mail-m...html#post30327

    Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
    Graham Mayor at http://www.gmayor.com/ManyToOne.htm; or
    Doug Robbins at https://skydrive.live.com/?cid=5aedc...615E886B%21566
    Cheers,
    Paul Edstein
    [Fmr MS MVP - Word]

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1