WORD Question - Mail Merge

[smiley1978]

I have data in an Excel Spreadsheet. I am merging it into a Word Document. I need help with applying multiple records in Excel into one Record in the Word Doc.

Is it possible to combine (or group records) in Word. One option I have it to transpose the data in Excel so that each invoice is in its own column on the same record as the name, but I wanted to know if it is possible to do this in Word.

Here is an example of two records in Excel for the one person.

Name Invoice Number
John Smith 15658996546
John Smith 85653251415

When I mail merge, I want to display both invoice numbers in the same record in the merged document.

Example.



Dear John Smith,

Here are the invoice records we have associated with your account:

15658996546
85653251415

Thank You,

Management, Inc

 

[Macropod]

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:
Microsoft Word Catalogue/Directory Mailmerge Tutorial | Windows Secrets Lounge
or
http://www.gmayor.com/Zips/Catalogue Mailmerge.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 attachments to the posts at:
mail merge with duplicate names but different dollar amounts
Access to Word, Creating a list from multiple records

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=5aed...!cid=5AEDCB43615E886B&id=5AEDCB43615E886B!566

In addition to a 'Many to One' merge, the latter handles:
• Merge with Charts
• Duplex Merge
• Merge with FormFields
• Merge with Attachments
• Merge to Individual Documents
• Merge, Print and Staple