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Mail merge from Excel data.

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    Question Mail merge from Excel data.

    Hi everybody,

    I can't be able to find anything about my problem so I started a new thead, where i will try to explain my problem..

    So I have an excel list of services which have to be grouped by the firm name (One firm name has one or more services), and I have to put these information with mail merge in to a word table. This table has to be created for every Firm, and have different numbers of row (number of services).

    Someone can help me ?

    Thank you.

    Tommaso

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    Forum Moderator Richard Buttrey's Avatar
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    Re: Mail merge group from excel to a word table

    Hi and welcome to the forum,

    Can I ask what do you then do when you have created these tables (is it one table per Word doc, or all tables in one doc.?

    I'd like to understand why, however you use the data, necessarily need a Word doc when Excel can do all the sorts of stuff you can with Word.
    Richard Buttrey

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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    Quote Originally Posted by Richard Buttrey View Post
    Hi and welcome to the forum,

    Can I ask what do you then do when you have created these tables (is it one table per Word doc, or all tables in one doc.?

    I'd like to understand why, however you use the data, necessarily need a Word doc when Excel can do all the sorts of stuff you can with Word.
    Thank you for the feedback,
    I need to create a different file word for every firm to send them their informations. And it must be in a word file.. so with mail Marge it’s possible to create more file filled with different informations but I don’t know how to create the table with different numbers of rows..

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    Forum Moderator Richard Buttrey's Avatar
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    Re: Mail merge group from excel to a word table

    In that case it would seem that since the mail merge pulls information from Excel this post would be better in the Word sub forum since it will no doubt require a Word macro.

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    Forum Guru macropod's Avatar
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    Re: Mail merge from Excel data.

    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).

    The DATABASE field can even be used without recourse to a mailmerge. An example of such usage can be found at: https://www.msofficeforums.com/mail-...html#post67097

    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
    Cheers,
    Paul Edstein
    [Fmr MS MVP - Word]

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