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Mail Merge Issue with Tables, Variable Rows, and number formatting

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    Exclamation Mail Merge Issue with Tables, Variable Rows, and number formatting

    My I have a data base (sample file attached) that I need to convert highlighted data into mail merge quickly, with out reformatting the excel file. My mail merge needs to contain name, selling price, 2% discount, and then a table of account name, description, and selling price. (The last part is difficult for me because some records are variable in the number of rows they contain. I also am having issues getting the pricing data to format like $1.99.

    Thank you so much for your help!

    test mail merge letter.xlsx


    Name GBO Loc Code Account Name Description Status Status Date Selling Price 2% Payout
    Jon Miller Test GBO 123 Test Bldg 1 add traveller for Life Safety speakers Booked 10/3/2014 $26,229.00 $500.00
    Jon Miller Test GBO 123 Test Bldg 2 Obsolete governor replacement Booked 10/30/2014 $25,569.20 $500.00
    Jon Miller Test GBO 123 Test Bldg 3 Obsolescence - Drives Booked 12/12/2014 $19,595.00 $391.90
    Jon Miller Test GBO 123 $71,393.20 $1,391.90
    Frank Smith Test GBO 123 Test A run new wires Booked 10/16/2014 $39,893.84 $500.00
    Frank Smith Test GBO 123 Test B T&M hoistway access Booked 10/21/2014 $158.10 $3.16
    Frank Smith Test GBO 123 Test C Opti Guard Booked 10/23/2014 $3,685.69 $73.71
    Frank Smith Test GBO 123 Test D Single Bottom Cylinder Booked 12/4/2014 $82,720.00 $500.00
    Frank Smith Test GBO 123 $126,457.63 $1,076.88
    Joe Test Test GBO 123 Test I Install handrail with vulcanizing Booked 10/13/2014 $5,437.27 $108.75
    Attached Files Attached Files

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    Re: Mail Merge Issue with Tables, Variable Rows, and number formatting

    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/sho...merge-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.

    For some worked examples, see the attachments to the posts at:
    http://www.msofficeforums.com/mail-m...html#post23345
    http://www.msofficeforums.com/mail-m...html#post30327
    http://windowssecrets.com/forums/sho...l=1#post928391

    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 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 Staple

    For the formatting, see the Mailmerge Tips and Tricks threads at:
    http://www.msofficeforums.com/mail-m...ps-tricks.html
    or:
    http://windowssecrets.com/forums/sho...ips-amp-Tricks

    To see how to do a wide range of calculations in Word, check out my Microsoft Word Field Maths Tutorial, at:
    http://windowssecrets.com/forums/sho...Maths-Tutorial
    or:
    http://www.gmayor.com/downloads.htm#Third_party
    Cheers,
    Paul Edstein
    [Fmr MS MVP - Word]

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