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Multiple level merge

Question
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Hi Experts,
I'm really struggeling to get this mail merge to work in MS Word. Below the dataset in Excel
Casemanager EML_casemanager Client EML_Client Specific value 1 Specific value 2 John Doe john@doe.com Brad Pit brad@pit.com 1 5 John Doe john@doe.com George Clooney George@clooney.com 2 4 John Doe john@doe.com Matt Damon Matt@damon.com 3 3 Mary Jane mary@jane.com Fairy Tale Fairy@tale.com 4 2 Mary Jane mary@jane.com Mickey Mouse Mickey@mouse.com 5 1 Goal is to mail the casemanagers an overview of their clients, like this.
Dear <<Casemanager>> ,
This is an overview of your clients for this week:
Client EML_Client Specific value 1 Specific value 2 Brad Pit brad@pit.com 1 5 George Clooney George@clooney.com 2 4 Matt Damon Matt@damon.com 3 3 Regards,
Me
Dear <<Casemanager>> ,
This is an overview of your clients for this week :
Client
EML_Client
Specific value 1
Specific value 2
Fairy Tale
4
2
Mickey Mouse
5
1
Regards,
Me
- Edited by MVP_88 Thursday, December 10, 2015 3:04 PM clarification
Thursday, December 10, 2015 3:01 PM
Answers
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You can use Word MVP Graham Mayor's free add-in Merge Many To One for this.
Regards, Hans Vogelaar (http://www.eileenslounge.com)
- Marked as answer by MVP_88 Friday, December 11, 2015 7:22 AM
Thursday, December 10, 2015 3:25 PM
All replies
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You can use Word MVP Graham Mayor's free add-in Merge Many To One for this.
Regards, Hans Vogelaar (http://www.eileenslounge.com)
- Marked as answer by MVP_88 Friday, December 11, 2015 7:22 AM
Thursday, December 10, 2015 3:25 PM -
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://windowssecrets.com/forums/showthread.php/154370-Microsoft-Word-Catalogue-Directory-Mailmerge-Tutorial
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.
The field coding for this is 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:
http://www.msofficeforums.com/mail-merge/9180-mail-merge-duplicate-names-but-different-dollar.html#post23345
http://www.msofficeforums.com/mail-merge/11436-access-word-creating-list-multiple-records.html#post30327
http://windowssecrets.com/forums/showthread.php/157725-Word-2010-Merge-from-excel-into-Table-Directory?p=928391&viewfull=1#post928391
Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor (which Hans mentioned) at http://www.gmayor.com/ManyToOne.htm; or
Doug Robbins at http://bit.ly/1hduSCB
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 StapleCheers
Paul Edstein
[MS MVP - Word]Thursday, December 10, 2015 11:10 PM