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date: Wed, 13 Aug 2008 04:36:43 -0700 (PDT),    group: microsoft.public.word.mailmerge.fields        back       


Directory mail merge   
Hi,

I'm trying to prepare a mailmerge that is a letter with part of the
letter listing several rows of data to the recipient.  The recipient
information is in the data file 5 times as there are then 5 pieces of
data that need listing in part of the letter before the letter is then
finished.  There is some other information in the data file that needs
to go in the letter but that is supplied 5 times and is identical.

Hope that made sense?  Can anyone help as i'm getting 5 letters out
each with one piece of the unique data as aposed to a list.

Many thanks
Simon
date: Wed, 13 Aug 2008 04:36:43 -0700 (PDT)   author:   Simon J

Re: Directory mail merge   
This is quite complicated to achieve as Word is not designed for this type 
of merge - see http://support.microsoft.com/?kbid=294686

-- 
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor -  Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>


Simon J wrote:
> Hi,
>
> I'm trying to prepare a mailmerge that is a letter with part of the
> letter listing several rows of data to the recipient.  The recipient
> information is in the data file 5 times as there are then 5 pieces of
> data that need listing in part of the letter before the letter is then
> finished.  There is some other information in the data file that needs
> to go in the letter but that is supplied 5 times and is identical.
>
> Hope that made sense?  Can anyone help as i'm getting 5 letters out
> each with one piece of the unique data as aposed to a list.
>
> Many thanks
> Simon
date: Wed, 13 Aug 2008 14:44:01 +0300   author:   Graham Mayor

Re: Directory mail merge   
Hi Simon,

Is this the same mailmerge process that was the subject of your post of 20 July?

If so, you need to embed the 'correspondence' within the body of the field coding, plus you'll need to add a dummy record at the end 
of your data set in Excel. The process is a bit complicated, but you can see an example here:
http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=723456

-- 
Cheers
macropod
[MVP - Microsoft Word]


"Simon J"  wrote in message news:22a4840c-9dbb-462b-b1e7-f805bf8bf57e@d77g2000hsb.googlegroups.com...
> Hi,
>
> I'm trying to prepare a mailmerge that is a letter with part of the
> letter listing several rows of data to the recipient.  The recipient
> information is in the data file 5 times as there are then 5 pieces of
> data that need listing in part of the letter before the letter is then
> finished.  There is some other information in the data file that needs
> to go in the letter but that is supplied 5 times and is identical.
>
> Hope that made sense?  Can anyone help as i'm getting 5 letters out
> each with one piece of the unique data as aposed to a list.
>
> Many thanks
> Simon
date: Wed, 13 Aug 2008 22:01:14 +1000   author:   macropod lid

Re: Directory mail merge   
Take a look at http://cornell.veplan.net/article.aspx?&a=3815

-- 
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

"Simon J"  wrote in message 
news:22a4840c-9dbb-462b-b1e7-f805bf8bf57e@d77g2000hsb.googlegroups.com...
> Hi,
>
> I'm trying to prepare a mailmerge that is a letter with part of the
> letter listing several rows of data to the recipient.  The recipient
> information is in the data file 5 times as there are then 5 pieces of
> data that need listing in part of the letter before the letter is then
> finished.  There is some other information in the data file that needs
> to go in the letter but that is supplied 5 times and is identical.
>
> Hope that made sense?  Can anyone help as i'm getting 5 letters out
> each with one piece of the unique data as aposed to a list.
>
> Many thanks
> Simon
date: Thu, 14 Aug 2008 05:31:34 +1000   author:   Doug Robbins - Word MVP

Re: Directory mail merge   
I read the article from Cornell and the MS article 294686 and understand them 
and have been successful implementing them. However, I'm wondering how to add 
other merge field(s) at the bottom of the page or after the multiple records 
only once (as if they were in the header), but before the page break. 
For example an invoice: has header info at the top of the page, the middle 
is multiple records (item, qty, price) and at the bottom a total for the 
entire invoice. I can get this total field from the data source there is no 
need to sum). I can't figure out how to get the total field at the bottom 
without it showing multiple times. Any advise would be greatly appreciated. 

"Doug Robbins - Word MVP" wrote:

> Take a look at http://cornell.veplan.net/article.aspx?&a=3815
> 
> -- 
> Hope this helps.
> 
> Please reply to the newsgroup unless you wish to avail yourself of my
> services on a paid consulting basis.
> 
> Doug Robbins - Word MVP
> 
> "Simon J"  wrote in message 
> news:22a4840c-9dbb-462b-b1e7-f805bf8bf57e@d77g2000hsb.googlegroups.com...
> > Hi,
> >
> > I'm trying to prepare a mailmerge that is a letter with part of the
> > letter listing several rows of data to the recipient.  The recipient
> > information is in the data file 5 times as there are then 5 pieces of
> > data that need listing in part of the letter before the letter is then
> > finished.  There is some other information in the data file that needs
> > to go in the letter but that is supplied 5 times and is identical.
> >
> > Hope that made sense?  Can anyone help as i'm getting 5 letters out
> > each with one piece of the unique data as aposed to a list.
> >
> > Many thanks
> > Simon 
> 
> 
>
date: Mon, 18 Aug 2008 12:42:01 -0700   author:   Kimberly

Re: Directory mail merge   
I do not think that it is possible to do that with that method of producing 
such letters as any mergefields that you insert after the multiple data 
items will pick up the data that applies to the next record.

If I was doing it, I would probably have the data in an Access database and 
use a report in Access.

The other alternative is a "roll-your-own" substitute for mail merge that 
uses a template as the main document and uses VBA code to interate through 
the data source. creating new documents from the template when the key data 
changes, and inserting the multiple data items into each letter prior to 
going on to the next letter.

-- 
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

"Kimberly"  wrote in message 
news:9FC965BB-F866-4521-A0FC-B64F11211270@microsoft.com...
>I read the article from Cornell and the MS article 294686 and understand 
>them
> and have been successful implementing them. However, I'm wondering how to 
> add
> other merge field(s) at the bottom of the page or after the multiple 
> records
> only once (as if they were in the header), but before the page break.
> For example an invoice: has header info at the top of the page, the middle
> is multiple records (item, qty, price) and at the bottom a total for the
> entire invoice. I can get this total field from the data source there is 
> no
> need to sum). I can't figure out how to get the total field at the bottom
> without it showing multiple times. Any advise would be greatly 
> appreciated.
>
> "Doug Robbins - Word MVP" wrote:
>
>> Take a look at http://cornell.veplan.net/article.aspx?&a=3815
>>
>> -- 
>> Hope this helps.
>>
>> Please reply to the newsgroup unless you wish to avail yourself of my
>> services on a paid consulting basis.
>>
>> Doug Robbins - Word MVP
>>
>> "Simon J"  wrote in message
>> news:22a4840c-9dbb-462b-b1e7-f805bf8bf57e@d77g2000hsb.googlegroups.com...
>> > Hi,
>> >
>> > I'm trying to prepare a mailmerge that is a letter with part of the
>> > letter listing several rows of data to the recipient.  The recipient
>> > information is in the data file 5 times as there are then 5 pieces of
>> > data that need listing in part of the letter before the letter is then
>> > finished.  There is some other information in the data file that needs
>> > to go in the letter but that is supplied 5 times and is identical.
>> >
>> > Hope that made sense?  Can anyone help as i'm getting 5 letters out
>> > each with one piece of the unique data as aposed to a list.
>> >
>> > Many thanks
>> > Simon
>>
>>
>>
date: Tue, 19 Aug 2008 20:05:06 +1000   author:   Doug Robbins - Word MVP

Re: Directory mail merge   
Hi Kimberly,

For a working solution that you might be able to modify to suit your needs, see:
http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=723456
The example there is based on an Excel data source and requires you to insert a dummy 'last' data record into the data source.

-- 
Cheers
macropod
[MVP - Microsoft Word]


"Kimberly"  wrote in message news:9FC965BB-F866-4521-A0FC-B64F11211270@microsoft.com...
>I read the article from Cornell and the MS article 294686 and understand them 
> and have been successful implementing them. However, I'm wondering how to add 
> other merge field(s) at the bottom of the page or after the multiple records 
> only once (as if they were in the header), but before the page break. 
> For example an invoice: has header info at the top of the page, the middle 
> is multiple records (item, qty, price) and at the bottom a total for the 
> entire invoice. I can get this total field from the data source there is no 
> need to sum). I can't figure out how to get the total field at the bottom 
> without it showing multiple times. Any advise would be greatly appreciated. 
> 
> "Doug Robbins - Word MVP" wrote:
> 
>> Take a look at http://cornell.veplan.net/article.aspx?&a=3815
>> 
>> -- 
>> Hope this helps.
>> 
>> Please reply to the newsgroup unless you wish to avail yourself of my
>> services on a paid consulting basis.
>> 
>> Doug Robbins - Word MVP
>> 
>> "Simon J"  wrote in message 
>> news:22a4840c-9dbb-462b-b1e7-f805bf8bf57e@d77g2000hsb.googlegroups.com...
>> > Hi,
>> >
>> > I'm trying to prepare a mailmerge that is a letter with part of the
>> > letter listing several rows of data to the recipient.  The recipient
>> > information is in the data file 5 times as there are then 5 pieces of
>> > data that need listing in part of the letter before the letter is then
>> > finished.  There is some other information in the data file that needs
>> > to go in the letter but that is supplied 5 times and is identical.
>> >
>> > Hope that made sense?  Can anyone help as i'm getting 5 letters out
>> > each with one piece of the unique data as aposed to a list.
>> >
>> > Many thanks
>> > Simon 
>> 
>> 
>>
date: Tue, 19 Aug 2008 21:14:35 +1000   author:   macropod lid

Re: Directory mail merge   
Hi Paul,

For some reason, the Landlord letter.doc opens up as a Letters type mail 
merge main document and has to be changed to a Directory type document to 
get it to work.

The problem remains however that if you insert a merge field somewhere in 
the

Landlord General Information

Each time a tenant contacts the District to close their account, the account 
will automatically revert back to the landlord.

Please notify the PUD if the tenant has vacated the addresses and has not 
notified the PUD to close account.



that comes after the list of properties, that mergefield will display the 
data from the next (landlord) record in the datasource, not data from the 
landlord whose list of properties is included in that letter.


-- 
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

"macropod" <macropod@invalid.invalid> wrote in message 
news:uud%23azeAJHA.3784@TK2MSFTNGP03.phx.gbl...
> Hi Kimberly,
>
> For a working solution that you might be able to modify to suit your 
> needs, see:
> http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=723456
> The example there is based on an Excel data source and requires you to 
> insert a dummy 'last' data record into the data source.
>
> -- 
> Cheers
> macropod
> [MVP - Microsoft Word]
>
>
> "Kimberly"  wrote in message 
> news:9FC965BB-F866-4521-A0FC-B64F11211270@microsoft.com...
>>I read the article from Cornell and the MS article 294686 and understand 
>>them and have been successful implementing them. However, I'm wondering 
>>how to add other merge field(s) at the bottom of the page or after the 
>>multiple records only once (as if they were in the header), but before the 
>>page break. For example an invoice: has header info at the top of the 
>>page, the middle is multiple records (item, qty, price) and at the bottom 
>>a total for the entire invoice. I can get this total field from the data 
>>source there is no need to sum). I can't figure out how to get the total 
>>field at the bottom without it showing multiple times. Any advise would be 
>>greatly appreciated. "Doug Robbins - Word MVP" wrote:
>>
>>> Take a look at http://cornell.veplan.net/article.aspx?&a=3815
>>>
>>> -- 
>>> Hope this helps.
>>>
>>> Please reply to the newsgroup unless you wish to avail yourself of my
>>> services on a paid consulting basis.
>>>
>>> Doug Robbins - Word MVP
>>>
>>> "Simon J"  wrote in message 
>>> news:22a4840c-9dbb-462b-b1e7-f805bf8bf57e@d77g2000hsb.googlegroups.com...
>>> > Hi,
>>> >
>>> > I'm trying to prepare a mailmerge that is a letter with part of the
>>> > letter listing several rows of data to the recipient.  The recipient
>>> > information is in the data file 5 times as there are then 5 pieces of
>>> > data that need listing in part of the letter before the letter is then
>>> > finished.  There is some other information in the data file that needs
>>> > to go in the letter but that is supplied 5 times and is identical.
>>> >
>>> > Hope that made sense?  Can anyone help as i'm getting 5 letters out
>>> > each with one piece of the unique data as aposed to a list.
>>> >
>>> > Many thanks
>>> > Simon
>>>
>>>
date: Wed, 20 Aug 2008 09:19:59 +1000   author:   Doug Robbins - Word MVP

Re: Directory mail merge   
Hi Doug,

I don't understand why the merge type changed but, nothwithstanding that, the field coding worked in my testing and met the needs of 
the wopr poster.

-- 
Cheers
macropod
[MVP - Microsoft Word]


"Doug Robbins - Word MVP"  wrote in message news:%23OmPbIlAJHA.4372@TK2MSFTNGP05.phx.gbl...
> Hi Paul,
>
> For some reason, the Landlord letter.doc opens up as a Letters type mail merge main document and has to be changed to a Directory 
> type document to get it to work.
>
> The problem remains however that if you insert a merge field somewhere in the
>
> Landlord General Information
>
> Each time a tenant contacts the District to close their account, the account will automatically revert back to the landlord.
>
> Please notify the PUD if the tenant has vacated the addresses and has not notified the PUD to close account.
>
>
>
> that comes after the list of properties, that mergefield will display the data from the next (landlord) record in the datasource, 
> not data from the landlord whose list of properties is included in that letter.
>
>
> -- 
> Hope this helps.
>
> Please reply to the newsgroup unless you wish to avail yourself of my
> services on a paid consulting basis.
>
> Doug Robbins - Word MVP
>
> "macropod" <macropod@invalid.invalid> wrote in message news:uud%23azeAJHA.3784@TK2MSFTNGP03.phx.gbl...
>> Hi Kimberly,
>>
>> For a working solution that you might be able to modify to suit your needs, see:
>> http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=723456
>> The example there is based on an Excel data source and requires you to insert a dummy 'last' data record into the data source.
>>
>> -- 
>> Cheers
>> macropod
>> [MVP - Microsoft Word]
>>
>>
>> "Kimberly"  wrote in message news:9FC965BB-F866-4521-A0FC-B64F11211270@microsoft.com...
>>>I read the article from Cornell and the MS article 294686 and understand them and have been successful implementing them. 
>>>However, I'm wondering how to add other merge field(s) at the bottom of the page or after the multiple records only once (as if 
>>>they were in the header), but before the page break. For example an invoice: has header info at the top of the page, the middle 
>>>is multiple records (item, qty, price) and at the bottom a total for the entire invoice. I can get this total field from the data 
>>>source there is no need to sum). I can't figure out how to get the total field at the bottom without it showing multiple times. 
>>>Any advise would be greatly appreciated. "Doug Robbins - Word MVP" wrote:
>>>
>>>> Take a look at http://cornell.veplan.net/article.aspx?&a=3815
>>>>
>>>> -- 
>>>> Hope this helps.
>>>>
>>>> Please reply to the newsgroup unless you wish to avail yourself of my
>>>> services on a paid consulting basis.
>>>>
>>>> Doug Robbins - Word MVP
>>>>
>>>> "Simon J"  wrote in message news:22a4840c-9dbb-462b-b1e7-f805bf8bf57e@d77g2000hsb.googlegroups.com...
>>>> > Hi,
>>>> >
>>>> > I'm trying to prepare a mailmerge that is a letter with part of the
>>>> > letter listing several rows of data to the recipient.  The recipient
>>>> > information is in the data file 5 times as there are then 5 pieces of
>>>> > data that need listing in part of the letter before the letter is then
>>>> > finished.  There is some other information in the data file that needs
>>>> > to go in the letter but that is supplied 5 times and is identical.
>>>> >
>>>> > Hope that made sense?  Can anyone help as i'm getting 5 letters out
>>>> > each with one piece of the unique data as aposed to a list.
>>>> >
>>>> > Many thanks
>>>> > Simon
>>>>
>>>>
>
date: Wed, 20 Aug 2008 22:54:41 +1000   author:   macropod lid

Re: Directory mail merge   
Hi Paul,

Yes, the field coding works as is, BUT, it does not include information 
AFTER the list of properties (for example in your case in the "Landlord 
General Information" section of the letter, where that information would be 
provided by a merge field such as, in your example, { MERGEFIELD Desc }.

If you insert such a merge field in  that location in the mail merge main 
document, it will return information from the next record (the next 
landlord) in the data source.

I do not know of any way in which this requirement can be met by the use of 
such a construction.

-- 
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

"macropod" <macropod@invalid.invalid> wrote in message 
news:ei3nTSsAJHA.524@TK2MSFTNGP06.phx.gbl...
> Hi Doug,
>
> I don't understand why the merge type changed but, nothwithstanding that, 
> the field coding worked in my testing and met the needs of the wopr 
> poster.
>
> -- 
> Cheers
> macropod
> [MVP - Microsoft Word]
>
>
> "Doug Robbins - Word MVP"  wrote in message 
> news:%23OmPbIlAJHA.4372@TK2MSFTNGP05.phx.gbl...
>> Hi Paul,
>>
>> For some reason, the Landlord letter.doc opens up as a Letters type mail 
>> merge main document and has to be changed to a Directory type document to 
>> get it to work.
>>
>> The problem remains however that if you insert a merge field somewhere in 
>> the
>>
>> Landlord General Information
>>
>> Each time a tenant contacts the District to close their account, the 
>> account will automatically revert back to the landlord.
>>
>> Please notify the PUD if the tenant has vacated the addresses and has not 
>> notified the PUD to close account.
>>
>>
>>
>> that comes after the list of properties, that mergefield will display the 
>> data from the next (landlord) record in the datasource, not data from the 
>> landlord whose list of properties is included in that letter.
>>
>>
>> -- 
>> Hope this helps.
>>
>> Please reply to the newsgroup unless you wish to avail yourself of my
>> services on a paid consulting basis.
>>
>> Doug Robbins - Word MVP
>>
>> "macropod" <macropod@invalid.invalid> wrote in message 
>> news:uud%23azeAJHA.3784@TK2MSFTNGP03.phx.gbl...
>>> Hi Kimberly,
>>>
>>> For a working solution that you might be able to modify to suit your 
>>> needs, see:
>>> http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=723456
>>> The example there is based on an Excel data source and requires you to 
>>> insert a dummy 'last' data record into the data source.
>>>
>>> -- 
>>> Cheers
>>> macropod
>>> [MVP - Microsoft Word]
>>>
>>>
>>> "Kimberly"  wrote in message 
>>> news:9FC965BB-F866-4521-A0FC-B64F11211270@microsoft.com...
>>>>I read the article from Cornell and the MS article 294686 and understand 
>>>>them and have been successful implementing them. However, I'm wondering 
>>>>how to add other merge field(s) at the bottom of the page or after the 
>>>>multiple records only once (as if they were in the header), but before 
>>>>the page break. For example an invoice: has header info at the top of 
>>>>the page, the middle is multiple records (item, qty, price) and at the 
>>>>bottom a total for the entire invoice. I can get this total field from 
>>>>the data source there is no need to sum). I can't figure out how to get 
>>>>the total field at the bottom without it showing multiple times. Any 
>>>>advise would be greatly appreciated. "Doug Robbins - Word MVP" wrote:
>>>>
>>>>> Take a look at http://cornell.veplan.net/article.aspx?&a=3815
>>>>>
>>>>> -- 
>>>>> Hope this helps.
>>>>>
>>>>> Please reply to the newsgroup unless you wish to avail yourself of my
>>>>> services on a paid consulting basis.
>>>>>
>>>>> Doug Robbins - Word MVP
>>>>>
>>>>> "Simon J"  wrote in message 
>>>>> news:22a4840c-9dbb-462b-b1e7-f805bf8bf57e@d77g2000hsb.googlegroups.com...
>>>>> > Hi,
>>>>> >
>>>>> > I'm trying to prepare a mailmerge that is a letter with part of the
>>>>> > letter listing several rows of data to the recipient.  The recipient
>>>>> > information is in the data file 5 times as there are then 5 pieces 
>>>>> > of
>>>>> > data that need listing in part of the letter before the letter is 
>>>>> > then
>>>>> > finished.  There is some other information in the data file that 
>>>>> > needs
>>>>> > to go in the letter but that is supplied 5 times and is identical.
>>>>> >
>>>>> > Hope that made sense?  Can anyone help as i'm getting 5 letters out
>>>>> > each with one piece of the unique data as aposed to a list.
>>>>> >
>>>>> > Many thanks
>>>>> > Simon
>>>>>
>>>>>
>>
>
date: Thu, 21 Aug 2008 05:50:43 +1000   author:   Doug Robbins - Word MVP

Re: Directory mail merge   
Hi Doug,

Yes, I see now what you mean - sometimes it takes a while for the lights to come on.

-- 
Cheers
macropod
[MVP - Microsoft Word]


"Doug Robbins - Word MVP"  wrote in message news:u3luJ4vAJHA.4596@TK2MSFTNGP02.phx.gbl...
> Hi Paul,
> 
> Yes, the field coding works as is, BUT, it does not include information 
> AFTER the list of properties (for example in your case in the "Landlord 
> General Information" section of the letter, where that information would be 
> provided by a merge field such as, in your example, { MERGEFIELD Desc }.
> 
> If you insert such a merge field in  that location in the mail merge main 
> document, it will return information from the next record (the next 
> landlord) in the data source.
> 
> I do not know of any way in which this requirement can be met by the use of 
> such a construction.
> 
> -- 
> Hope this helps.
> 
> Please reply to the newsgroup unless you wish to avail yourself of my
> services on a paid consulting basis.
> 
> Doug Robbins - Word MVP
> 
> "macropod" <macropod@invalid.invalid> wrote in message 
> news:ei3nTSsAJHA.524@TK2MSFTNGP06.phx.gbl...
>> Hi Doug,
>>
>> I don't understand why the merge type changed but, nothwithstanding that, 
>> the field coding worked in my testing and met the needs of the wopr 
>> poster.
>>
>> -- 
>> Cheers
>> macropod
>> [MVP - Microsoft Word]
>>
>>
>> "Doug Robbins - Word MVP"  wrote in message 
>> news:%23OmPbIlAJHA.4372@TK2MSFTNGP05.phx.gbl...
>>> Hi Paul,
>>>
>>> For some reason, the Landlord letter.doc opens up as a Letters type mail 
>>> merge main document and has to be changed to a Directory type document to 
>>> get it to work.
>>>
>>> The problem remains however that if you insert a merge field somewhere in 
>>> the
>>>
>>> Landlord General Information
>>>
>>> Each time a tenant contacts the District to close their account, the 
>>> account will automatically revert back to the landlord.
>>>
>>> Please notify the PUD if the tenant has vacated the addresses and has not 
>>> notified the PUD to close account.
>>>
>>>
>>>
>>> that comes after the list of properties, that mergefield will display the 
>>> data from the next (landlord) record in the datasource, not data from the 
>>> landlord whose list of properties is included in that letter.
>>>
>>>
>>> -- 
>>> Hope this helps.
>>>
>>> Please reply to the newsgroup unless you wish to avail yourself of my
>>> services on a paid consulting basis.
>>>
>>> Doug Robbins - Word MVP
>>>
>>> "macropod" <macropod@invalid.invalid> wrote in message 
>>> news:uud%23azeAJHA.3784@TK2MSFTNGP03.phx.gbl...
>>>> Hi Kimberly,
>>>>
>>>> For a working solution that you might be able to modify to suit your 
>>>> needs, see:
>>>> http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=723456
>>>> The example there is based on an Excel data source and requires you to 
>>>> insert a dummy 'last' data record into the data source.
>>>>
>>>> -- 
>>>> Cheers
>>>> macropod
>>>> [MVP - Microsoft Word]
>>>>
>>>>
>>>> "Kimberly"  wrote in message 
>>>> news:9FC965BB-F866-4521-A0FC-B64F11211270@microsoft.com...
>>>>>I read the article from Cornell and the MS article 294686 and understand 
>>>>>them and have been successful implementing them. However, I'm wondering 
>>>>>how to add other merge field(s) at the bottom of the page or after the 
>>>>>multiple records only once (as if they were in the header), but before 
>>>>>the page break. For example an invoice: has header info at the top of 
>>>>>the page, the middle is multiple records (item, qty, price) and at the 
>>>>>bottom a total for the entire invoice. I can get this total field from 
>>>>>the data source there is no need to sum). I can't figure out how to get 
>>>>>the total field at the bottom without it showing multiple times. Any 
>>>>>advise would be greatly appreciated. "Doug Robbins - Word MVP" wrote:
>>>>>
>>>>>> Take a look at http://cornell.veplan.net/article.aspx?&a=3815
>>>>>>
>>>>>> -- 
>>>>>> Hope this helps.
>>>>>>
>>>>>> Please reply to the newsgroup unless you wish to avail yourself of my
>>>>>> services on a paid consulting basis.
>>>>>>
>>>>>> Doug Robbins - Word MVP
>>>>>>
>>>>>> "Simon J"  wrote in message 
>>>>>> news:22a4840c-9dbb-462b-b1e7-f805bf8bf57e@d77g2000hsb.googlegroups.com...
>>>>>> > Hi,
>>>>>> >
>>>>>> > I'm trying to prepare a mailmerge that is a letter with part of the
>>>>>> > letter listing several rows of data to the recipient.  The recipient
>>>>>> > information is in the data file 5 times as there are then 5 pieces 
>>>>>> > of
>>>>>> > data that need listing in part of the letter before the letter is 
>>>>>> > then
>>>>>> > finished.  There is some other information in the data file that 
>>>>>> > needs
>>>>>> > to go in the letter but that is supplied 5 times and is identical.
>>>>>> >
>>>>>> > Hope that made sense?  Can anyone help as i'm getting 5 letters out
>>>>>> > each with one piece of the unique data as aposed to a list.
>>>>>> >
>>>>>> > Many thanks
>>>>>> > Simon
>>>>>>
>>>>>>
>>>
>> 
> 
>
date: Thu, 21 Aug 2008 08:05:26 +1000   author:   macropod lid

Re: Directory mail merge   
Hi Kimberly,

Another way of doing that, with such a field construction, would be to have 
the data that you want to display after the multiple records contained in a 
mergefield (you would probably have to add a new field in the data source in 
the NEXT record in the data source AFTER  the last of the multiple records 
and to have a dummy record at the end of the datasource that contains just 
that data for the last group of multiple records.

-- 
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

"Kimberly"  wrote in message 
news:9FC965BB-F866-4521-A0FC-B64F11211270@microsoft.com...
>I read the article from Cornell and the MS article 294686 and understand 
>them
> and have been successful implementing them. However, I'm wondering how to 
> add
> other merge field(s) at the bottom of the page or after the multiple 
> records
> only once (as if they were in the header), but before the page break.
> For example an invoice: has header info at the top of the page, the middle
> is multiple records (item, qty, price) and at the bottom a total for the
> entire invoice. I can get this total field from the data source there is 
> no
> need to sum). I can't figure out how to get the total field at the bottom
> without it showing multiple times. Any advise would be greatly 
> appreciated.
>
> "Doug Robbins - Word MVP" wrote:
>
>> Take a look at http://cornell.veplan.net/article.aspx?&a=3815
>>
>> -- 
>> Hope this helps.
>>
>> Please reply to the newsgroup unless you wish to avail yourself of my
>> services on a paid consulting basis.
>>
>> Doug Robbins - Word MVP
>>
>> "Simon J"  wrote in message
>> news:22a4840c-9dbb-462b-b1e7-f805bf8bf57e@d77g2000hsb.googlegroups.com...
>> > Hi,
>> >
>> > I'm trying to prepare a mailmerge that is a letter with part of the
>> > letter listing several rows of data to the recipient.  The recipient
>> > information is in the data file 5 times as there are then 5 pieces of
>> > data that need listing in part of the letter before the letter is then
>> > finished.  There is some other information in the data file that needs
>> > to go in the letter but that is supplied 5 times and is identical.
>> >
>> > Hope that made sense?  Can anyone help as i'm getting 5 letters out
>> > each with one piece of the unique data as aposed to a list.
>> >
>> > Many thanks
>> > Simon
>>
>>
>>
date: Thu, 21 Aug 2008 15:25:44 +1000   author:   Doug Robbins - Word MVP

Re: Directory mail merge   
In message <uud#azeAJHA.3784@TK2MSFTNGP03.phx.gbl> of Tue, 19 Aug 2008 
21:14:35 in microsoft.public.word.mailmerge.fields, macropod 
<macropod@invalid.invalid> writes
>Hi Kimberly,
>
>For a working solution that you might be able to modify to suit your 
>needs, see:
>http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=723456
>The example there is based on an Excel data source and requires you to 
>insert a dummy 'last' data record into the data source.
>

macropod,

I downloaded this, learnt a lot, and have some questions.

I can get a working merge by pasting code from "Catalogue Mailmerge 
Tutorial.doc" to "Mailmerge Main Document.doc". I am unable to create my 
own document to mimic "Mailmerge Main Document.doc".

The connection to "Catalogue Merge Data.xls" from "Mailmerge Main 
Document.doc" uses a technique which is hidden to me. It allows the 
folder to be relocated and maintain the connection. It does not use 
Cindy Meister's VBA method to establish the connection.

The connection also allows money amounts like "$8,000" to be passed 
where I see "8000" and refers to the whole document rather than a sheet. 
How?

I am sure others will appreciate an explanation of the techniques.

Much less significant is the display of "Coffs Harbour" on a line which 
has "Justify" set. On my example, Harbour is thrown to the right by the 
justification; you avoid it. How?
There seems to be a normal space between the two words.
(Ctrl+F finds a space in Excel where I do not find anything like Word's 
Hide/Unhide to show graphic glyphs to render whitespace.)

P.S.
Can you suggest a probe which will allow me to answer such questions for 
myself? If necessary, I guess I could learn to read RTF ;(
-- 
Walter Briscoe
date: Sun, 7 Sep 2008 13:37:29 +0100   author:   Walter Briscoe

Re: Directory mail merge   
Hi Walter,

> I am unable to create my own document to mimic "Mailmerge Main Document.doc".

The procedures for creating your own mailmerge main document, linked to your own data source, are set out in section headed 'Set Up 
the Main Mailmerge Document'.

> The connection to "Catalogue Merge Data.xls" from "Mailmerge Main Document.doc"
> uses a technique which is hidden to me.

2. The 'Main Mailmerge Document' attached to the tutorial has already been through the process described at 1, above.

> The connection also allows money amounts like "$8,000" to be passed where I see "8000"

3. The $ symbols in the tutorial's merged output appear in the tutorial's data file. If they don't appear in your data file and you 
want them in your output, you'll need to format the relevant mergefields with the appropriate numeric picture switch. The field 
coding under the heading 'Format the Output and/or Insert Additional Text Before the Repeated Data' has such a switch (see also 
Word's help file for more details).

> Much less significant is the display of "Coffs Harbour" on a line which has "Justify" set. On my example, Harbour is thrown to the 
> right by the justification; you avoid it. How?

4. In the tutorial, the paragraphs containing the mergefields were formatted with left & decimal tabs at 5 and 10cm, respectively. 
That's what controls the paragraph layout. Obviously, if you paste the code into a paragraph with a different layout, the results 
will differ.

-- 
Cheers
macropod
[MVP - Microsoft Word]


"Walter Briscoe"  wrote in message news:8DkSFJcJs8wIFwcC@freenetname.co.uk...
> In message <uud#azeAJHA.3784@TK2MSFTNGP03.phx.gbl> of Tue, 19 Aug 2008 21:14:35 in microsoft.public.word.mailmerge.fields, 
> macropod <macropod@invalid.invalid> writes
>>Hi Kimberly,
>>
>>For a working solution that you might be able to modify to suit your needs, see:
>>http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=723456
>>The example there is based on an Excel data source and requires you to insert a dummy 'last' data record into the data source.
>>
>
> macropod,
>
> I downloaded this, learnt a lot, and have some questions.
>
> I can get a working merge by pasting code from "Catalogue Mailmerge Tutorial.doc" to "Mailmerge Main Document.doc". I am unable to 
> create my own document to mimic "Mailmerge Main Document.doc".
>
> The connection to "Catalogue Merge Data.xls" from "Mailmerge Main Document.doc" uses a technique which is hidden to me. It allows 
> the folder to be relocated and maintain the connection. It does not use Cindy Meister's VBA method to establish the connection.
>
> The connection also allows money amounts like "$8,000" to be passed where I see "8000" and refers to the whole document rather 
> than a sheet. How?
>
> I am sure others will appreciate an explanation of the techniques.
>
> Much less significant is the display of "Coffs Harbour" on a line which has "Justify" set. On my example, Harbour is thrown to the 
> right by the justification; you avoid it. How?
> There seems to be a normal space between the two words.
> (Ctrl+F finds a space in Excel where I do not find anything like Word's Hide/Unhide to show graphic glyphs to render whitespace.)
>
> P.S.
> Can you suggest a probe which will allow me to answer such questions for myself? If necessary, I guess I could learn to read RTF 
> ;(
> -- 
> Walter Briscoe
date: Mon, 8 Sep 2008 07:56:49 +1000   author:   macropod lid

Re: Directory mail merge   
In message <#M$d8RTEJHA.4336@TK2MSFTNGP05.phx.gbl> of Mon, 8 Sep 2008 
07:56:49 in microsoft.public.word.mailmerge.fields, macropod 
<macropod@invalid.invalid> writes

macropod,
Thanks for a prompt reply. The 9 hours difference between the UK and 
Western Australia slows communication. I assume spring for you is dry. 
Autumn in the UK is depressingly wet. (That's allowed me to confirm the 
stereotype of Poms' weather obsession.)

>Hi Walter,
>
>> I am unable to create my own document to mimic "Mailmerge Main Document.doc".
>
>The procedures for creating your own mailmerge main document, linked to 
>your own data source, are set out in section headed 'Set Up the Main 
>Mailmerge Document'.
>

I confess I had followed those instructions without giving them much 
attention. (I am using Word 2003 SP1 on Windows XP SP2) I read them 
again. I set Tools/Options/General/Confirm conversion at Open" to get 
the "Confirm Data Source" dialog (sic) where "OLE DB Database Files" 
defaulted and "MS Excel Worksheets via DDE (*.xls)" and "Excel Files via 
ODBC (*.xls)" were also offered. A "Show all" checkbox causes many more 
offerings to be made. I decided to restrict my testing to those 3 
offerings and to record macros to give some impression of what was 
happening under the hood.
On reflection, I won't report my macros. I assume the work has already 
been reported and would appreciate a reference.

"Excel Files via ODBC (*.xls)" caused a "Select Dialog" dialog to be 
opened with nothing to select. I had to check "Tables", "Views", and 
"System Tables" in the "Table Options" dialog selected by clicking the 
"Options..." button to cause "Sheet1$" to be selectable and I duly 
selected it.

The following were displayed:
Confirm Data Source                  Sales    Selection from
OLE DB Database Files                2100     [Sheet1$] in "a.xls"
MS Excel Worksheets via DDE (*.xls)  $2,100   [a.xl] in "a.xls!Entire Spreadsheet"
Excel Files via ODBC (*.xls)         2100.    [Sheet1$] in "a.xls"

>> The connection to "Catalogue Merge Data.xls" from "Mailmerge Main 
>>Document.doc"
>> uses a technique which is hidden to me.

"MS Excel Worksheets via DDE (*.xls)" seems to do what you do.

>
>2. The 'Main Mailmerge Document' attached to the tutorial has already 
>been through the process described at 1, above.
>
>> The connection also allows money amounts like "$8,000" to be passed 
>>where I see "8000"
>
>3. The $ symbols in the tutorial's merged output appear in the 
>tutorial's data file. If they don't appear in your data file and you 
>want them in your output, you'll need to format the relevant 
>mergefields with the appropriate numeric picture switch. The field 
>coding under the heading 'Format the Output and/or Insert Additional 
>Text Before the Repeated Data' has such a switch (see also Word's help 
>file for more details).

You use "{MERGEFIELD Sales \# $,0.00}". (I typed that. I have been 
foolish enough not to note a recent posting on using a VBA macro to copy 
field codes and now can't find it. ;( )

>
>> Much less significant is the display of "Coffs Harbour" on a line 
>>which has "Justify" set. On my example, Harbour is thrown to the right 
>>by the justification; you avoid it. How?
>
>4. In the tutorial, the paragraphs containing the mergefields were 
>formatted with left & decimal tabs at 5 and 10cm, respectively. That's 
>what controls the paragraph layout. Obviously, if you paste the code 
>into a paragraph with a different layout, the results will differ.
>

I am sorry to say I think something else applies. Neither "Mailmerge 
Main Document.doc" nor my document have tabs set but the tabs in field 
codes in "Catalogue Mailmerge Tutorial.doc" are passed through to the 
output document when trying "Merge Records By Category". As I said, I 
think this is less important.

Thanks again for your response. It caused me to learn a lot and leaves 
me with more to learn from your work.
-- 
Walter Briscoe
date: Mon, 8 Sep 2008 08:52:29 +0100   author:   Walter Briscoe

Re: Directory mail merge   
Hi Walter,

The tabs are 'passed through' because they're in the field codes. You can see them if you press Alt-F9 or if you select the field 
and press Shift-F9. One setting I use that you might not be using, is found under Tools|Options|Compatability: 'Don't expand 
character spaces on the line ending Shift-Return'. That could affect the way the lines are output in your document - you could also 
suppress this behaviour for a selected line by inserting a tab after the last character on that line.

-- 
Cheers
macropod
[MVP - Microsoft Word]


"Walter Briscoe"  wrote in message news:h+4FKWt9mNxIFwEp@freenetname.co.uk...
> In message <#M$d8RTEJHA.4336@TK2MSFTNGP05.phx.gbl> of Mon, 8 Sep 2008 07:56:49 in microsoft.public.word.mailmerge.fields, macropod 
> <macropod@invalid.invalid> writes
>
> macropod,
> Thanks for a prompt reply. The 9 hours difference between the UK and Western Australia slows communication. I assume spring for 
> you is dry. Autumn in the UK is depressingly wet. (That's allowed me to confirm the stereotype of Poms' weather obsession.)
>
>>Hi Walter,
>>
>>> I am unable to create my own document to mimic "Mailmerge Main Document.doc".
>>
>>The procedures for creating your own mailmerge main document, linked to your own data source, are set out in section headed 'Set 
>>Up the Main Mailmerge Document'.
>>
>
> I confess I had followed those instructions without giving them much attention. (I am using Word 2003 SP1 on Windows XP SP2) I 
> read them again. I set Tools/Options/General/Confirm conversion at Open" to get the "Confirm Data Source" dialog (sic) where "OLE 
> DB Database Files" defaulted and "MS Excel Worksheets via DDE (*.xls)" and "Excel Files via ODBC (*.xls)" were also offered. A 
> "Show all" checkbox causes many more offerings to be made. I decided to restrict my testing to those 3 offerings and to record 
> macros to give some impression of what was happening under the hood.
> On reflection, I won't report my macros. I assume the work has already been reported and would appreciate a reference.
>
> "Excel Files via ODBC (*.xls)" caused a "Select Dialog" dialog to be opened with nothing to select. I had to check "Tables", 
> "Views", and "System Tables" in the "Table Options" dialog selected by clicking the "Options..." button to cause "Sheet1$" to be 
> selectable and I duly selected it.
>
> The following were displayed:
> Confirm Data Source                  Sales    Selection from
> OLE DB Database Files                2100     [Sheet1$] in "a.xls"
> MS Excel Worksheets via DDE (*.xls)  $2,100   [a.xl] in "a.xls!Entire Spreadsheet"
> Excel Files via ODBC (*.xls)         2100.    [Sheet1$] in "a.xls"
>
>>> The connection to "Catalogue Merge Data.xls" from "Mailmerge Main Document.doc"
>>> uses a technique which is hidden to me.
>
> "MS Excel Worksheets via DDE (*.xls)" seems to do what you do.
>
>>
>>2. The 'Main Mailmerge Document' attached to the tutorial has already been through the process described at 1, above.
>>
>>> The connection also allows money amounts like "$8,000" to be passed where I see "8000"
>>
>>3. The $ symbols in the tutorial's merged output appear in the tutorial's data file. If they don't appear in your data file and 
>>you want them in your output, you'll need to format the relevant mergefields with the appropriate numeric picture switch. The 
>>field coding under the heading 'Format the Output and/or Insert Additional Text Before the Repeated Data' has such a switch (see 
>>also Word's help file for more details).
>
> You use "{MERGEFIELD Sales \# $,0.00}". (I typed that. I have been foolish enough not to note a recent posting on using a VBA 
> macro to copy field codes and now can't find it. ;( )
>
>>
>>> Much less significant is the display of "Coffs Harbour" on a line which has "Justify" set. On my example, Harbour is thrown to 
>>> the right by the justification; you avoid it. How?
>>
>>4. In the tutorial, the paragraphs containing the mergefields were formatted with left & decimal tabs at 5 and 10cm, respectively. 
>>That's what controls the paragraph layout. Obviously, if you paste the code into a paragraph with a different layout, the results 
>>will differ.
>>
>
> I am sorry to say I think something else applies. Neither "Mailmerge Main Document.doc" nor my document have tabs set but the tabs 
> in field codes in "Catalogue Mailmerge Tutorial.doc" are passed through to the output document when trying "Merge Records By 
> Category". As I said, I think this is less important.
>
> Thanks again for your response. It caused me to learn a lot and leaves me with more to learn from your work.
> -- 
> Walter Briscoe
date: Mon, 8 Sep 2008 18:03:01 +1000   author:   macropod lid

Re: Directory mail merge   
In message  of Mon, 8 Sep 2008 
18:03:01 in microsoft.public.word.mailmerge.fields, macropod 
<macropod@invalid.invalid> writes
>Hi Walter,
>
>The tabs are 'passed through' because they're in the field codes. You 
>can see them if you press Alt-F9 or if you select the field and press 
>Shift-F9. One setting I use that you might not be using, is found under 
>Tools|Options|Compatability: 'Don't expand character spaces on the line 
>ending Shift-Return'. That could affect the way the lines are output in 
>your document - you could also suppress this behaviour for a selected 
>line by inserting a tab after the last character on that line.
>

macropod,
That hits the spot! Can I suggest that you might use our conversation as 
a catalyst to modify the instructions in "Catalogue Mailmerge 
Tutorial.doc"? With such work, I try to re-create what the author has 
done before moving on to my own work. As it happens, I have no current 
need to do directory merges. ;)

I suppose I should test your other examples and report any exceptions. 
Give me a little time!
-- 
Walter Briscoe
date: Mon, 8 Sep 2008 09:35:15 +0100   author:   Walter Briscoe

Re: Directory mail merge   
In message  of Mon, 8 Sep 2008 
09:35:15 in microsoft.public.word.mailmerge.fields, Walter Briscoe 
 writes

[snip]

>I suppose I should test your other examples and report any exceptions. 
>Give me a little time!

I did not find anything remarkable in the rest of the tutorial.

However, I have found something which I find VERY interesting in 
"Mailmerge Main Document.doc".

I used the sysinternals free product procmon to monitor attempts to open 
*.xls.

During the attempt to open "C:\wfb\mailmerge\CatalogueMerge\Mailmerge 
Main Document.doc", After QueryOpen fails on 
"C:\Users\Waramanga\Documents\Catalogue Merge Data.xls", it succeeds in 
opening "C:\wfb\mailmerge\CatalogueMerge\Catalogue Merge Data.xls"  This 
recovery action seems to be a feature when opening data sources as "MS 
Excel Worksheets via DDE (*.xls)" and absent for other types of data 
source.
I have not seen it described before. It allows a .doc, .xls pfile pair 
to me arbitrarily moved together without need of any fix up. I find it 
much easier than Cindy Meister's brilliant method in "Office VBA: Macros 
You Can Use Today" to establish the connection. However, her method 
words for all types of data source.

So, my tentative recipe to allow a portable mail merge connection 
between a .doc and a .xls in Word 2003, SP1 is ensure 
"Tools|Options|General|Confirm conversion at Open" is checked; in 
"Select recipients", "Use an existing list" & "Confirm data source" as 
"MS Excel Worksheets via DDE (*.xls)".

I shall try it in other mail merges I wrote previously.
If I am wrong, I hope to be quickly shouted down.
-- 
Walter Briscoe
date: Tue, 9 Sep 2008 16:31:24 +0100   author:   Walter Briscoe

Re: Directory mail merge   
Hi Walter,

I've now added a comment about the compatability settings to the tutorial, plus an example of how to produce a listing using two 
sort keys.

-- 
Cheers
macropod
[MVP - Microsoft Word]


"Walter Briscoe"  wrote in message news:hH0VEhaMbpxIFwnN@freenetname.co.uk...
> In message  of Mon, 8 Sep 2008 09:35:15 in microsoft.public.word.mailmerge.fields, Walter 
> Briscoe  writes
>
> [snip]
>
>>I suppose I should test your other examples and report any exceptions. Give me a little time!
>
> I did not find anything remarkable in the rest of the tutorial.
>
> However, I have found something which I find VERY interesting in "Mailmerge Main Document.doc".
>
> I used the sysinternals free product procmon to monitor attempts to open *.xls.
>
> During the attempt to open "C:\wfb\mailmerge\CatalogueMerge\Mailmerge Main Document.doc", After QueryOpen fails on 
> "C:\Users\Waramanga\Documents\Catalogue Merge Data.xls", it succeeds in opening "C:\wfb\mailmerge\CatalogueMerge\Catalogue Merge 
> Data.xls"  This recovery action seems to be a feature when opening data sources as "MS Excel Worksheets via DDE (*.xls)" and 
> absent for other types of data source.
> I have not seen it described before. It allows a .doc, .xls pfile pair to me arbitrarily moved together without need of any fix 
> up. I find it much easier than Cindy Meister's brilliant method in "Office VBA: Macros You Can Use Today" to establish the 
> connection. However, her method words for all types of data source.
>
> So, my tentative recipe to allow a portable mail merge connection between a .doc and a .xls in Word 2003, SP1 is ensure 
> "Tools|Options|General|Confirm conversion at Open" is checked; in "Select recipients", "Use an existing list" & "Confirm data 
> source" as "MS Excel Worksheets via DDE (*.xls)".
>
> I shall try it in other mail merges I wrote previously.
> If I am wrong, I hope to be quickly shouted down.
> -- 
> Walter Briscoe
date: Wed, 10 Sep 2008 07:22:39 +1000   author:   macropod lid

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