excel to access to word

G

Guest

Working on a project to import an Excel file into Access and then merge into
a Word doc!
Here’s the goal.
1. Be able to merge the information into MS Word.
2. The database (Excel originally) contains the person’s name 2 to several
times for different info, same person.
3. I would like to only send 1 letter showing all info merged into Word.
4. Would like to do it using MS Access or Excel.
 
J

John Nurick

If the data on the Excel sheet is a regular table with an absolutely
consistent layout, this is reasonably straightforward conceptually but
maybe complex in practice. E.g.

LastName |FirstName |Item |Amount |
Smith |John |Candlestick |65.25 |
Jones |Peter |Revolver |595.00 |
Mustard |Colonel |Rope |5.34 |
Smith |John |Poison |1.99 |

In this case, it's usually easier to do the letter as an Access report:
these can easily handle multiple rows per person, which is very
difficult in Word. Just import the Excel data to an Access table, and
create a report that is grouped and sorted on the person's name, with
the name and other personal data in the Header of the report and the
repeating data in the Detail section.

If there are inconsistencies in the Excel data things can get much more
difficult, and very often the simplest approach is to work by hand on
the Excel sheet to get to a state where there's just one row for each
person, e.g.

LastName |FirstName |Items |Amount |
 

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