Mark Completed Mail Merge Rows in Excel

[dmcgetti]

I have a spreadsheet that is used for a mail merge and it is constantly having rows added. Is there a way to "Mark" a row that has been successfully mail merged with Word? I am thinking along the lines of adding a "X" in the last column, so when I do another mail merge I can set it up to skip any row that has an "X" in said column.

Thank you as always!

 

[Macropod]

A mailmerge can't do that of its own accord, though you should be able to write an macro that can do so when you run it after doing a mailmerge. Filtering in the mailmerge main document can then be used to sip records that have previously been merged.

 

[dmcgetti]

Thanks for the quick reply, can you point me in the right direction in creating the macro?

 

[Macropod]

Actually, you don't even need a macro - simply put an X in the first data row of the column concerned, then copy that down to all other used rows. Any new rows you add won't have the X and, if you set up the merge filters correctly, only they will be merged next time around.

 

[Macropod]

Cross-posted at: https://stackoverflow.com/questions/49581102/add-contents-to-cell-after-mail-merge-has-completed
For cross-posting etiquette, please read: http://www.excelguru.ca/content.php?184

 

[dmcgetti]

Actually, you don't even need a macro - simply put an X in the first data row of the column concerned, then copy that down to all other used rows. Any new rows you add won't have the X and, if you set up the merge filters correctly, only they will be merged next time around.

Unfortunately, that won't work, here is a little more info:

Column W can have 3 possible entries, "Yes" "No" or "Need Manager Approval". The mail merge document has 2 pages and the mail merge is setup so that page 1 is filled out if the column has "Yes", page 2 if "No" is entered and it is skipped if "Need Manager Approval" is present. "Need Manager Approval" will eventually be changed to either "Yes" or "No" once it is reviewed, so the "marked" column would have spaces for uncompleted mail merges.

 

[Macropod]

Column W can have 3 possible entries, "Yes" "No" or "Need Manager Approval". The mail merge document has 2 pages and the mail merge is setup so that page 1 is filled out if the column has "Yes", page 2 if "No" is entered and it is skipped if "Need Manager Approval" is present. "Need Manager Approval" will eventually be changed to either "Yes" or "No" once it is reviewed, so the "marked" column would have spaces for uncompleted mail merges.

If column W is your 'marked' column, simply apply a filter for those rows that are empty. Alternatively, add another column and put Xs in that for the records you've already merged, then fill all rows with Xs post-merge.