Complicated Merging Problem

Hi, I'm having a lot of trouble figuring out how to deal with a problem. My client needs me to produce personalized letters using fields from a spreadsheet. Here's the scenario:

The customer would like persons with multiple transactions to receive 1
letter listing the different transactions and the info shown on the letter.


Columns used in address block are J,L,M,N,O,P,Q,R
Columns used at bottom of letter are A,B,F,G,H,X

I presume that after records are merged, I will have additional columns in
the database, so those field names will be changed on the word document
accordingly in the columns at the bottom. Eg. Price, Price2, price3, etc.
and so on....

Example of what I need to achieve:

Looking at the database, line 2,3 & 4 have the same account number,
therefore the same person. Line 5 and 6, same account number, same person.
And so on where account numbers are the same.

At the bottom of the word document for "anne" (2,3,4) we want to
list data in columns A,B,F,G,H & X(as stated above) multiple times
corresponding to each of the 3 entries for her. All on the 1 letter.
Hopefully, this is clear!!!

So a person with 2 lines now, combined to 1, 10 lines combined to 1 etc.

I am really stuck here so ANY help would be so very much appreciated! I attached a portion of the workbook (sensitive info changed) and also an word doc. that mimics the letters. THANK YOU!

example.xlsx

example2.docx

Thanks for the response. I'm not sure, but isn't the dummy workbook you suggested pretty much what I've attached? Although it is a snipit of the actual workbook, it does contain all the fields necessary and all the values are proper as far as numbers and letters. Is that right or do I need to do something else?

the word attachment has a sample of the result I'm hoping for. At the bottom of the word letter is a space where the information from individual transactions will go. For the names on the spreadsheet that have more than 1 trnasactoin, I only want to generate 1 letter, but have it include all transactions. If the name line contains the same value in more than one cell, I only want that person to receive one letter, but with each individual transaction listed at the bottom of the letter. Does that make sense?

I'm a little confused, why is there a thumbs down next to the title by my name? I'm not familiar with this forum, but was it something I did by accident, or does it mean that there's something wrong with my question? Sorry, just trying to keep up. Thanks

Oh ok, I thought it was something like that but just wanted to be sure. Anyway, if there's anything else I can do to help make the scenario clearer, please just let me know. Again, I very much appreciate it.

Sorry to keep bumping this but I'm really stuck... could someone tell me if this is something they think any of the regular contributors might be able to solve, even if they don't happen to be online right now? Thanks