Merging from Excel

[Prixton]

Hi,
I have a list in excel with customer and not paid invoices. A customer
can be on several rows as he can have several invoices. I want to make
a letter via merging in Word where all unpaid invoices are listed.

Thanks in advance

 

[Beth Melton]

What you are describing is a one-to-many relationship: each customer can
have many invoices.

Such a merge can be done in Word but it requires a little work and SQL
knowledge. Here's an article that can help you with this task.
http://homepage.swissonline.ch/cindymeister/mergfaq1.htm#ComplexMerg

Additionally, you may want to consider moving your data to an Access
database since it was designed for data involving one-to-many relationships
and an Access report can easily handle what you are trying to do.

Please post all follow-up questions to the newsgroup. Requests for
assistance by email cannot be acknowledged.

~~~~~~~~~~~~~~~
Beth Melton
Microsoft Office MVP

Coauthor of Word 2007 Inside Out:
http://www.microsoft.com/MSPress/books/9801.aspx#AboutTheBook

Word FAQ: http://mvps.org/word
TechTrax eZine: http://mousetrax.com/techtrax/
MVP FAQ site: http://mvps.org/

 

[Prixton]

Thank you Beth!

What you are describing is a one-to-many relationship: each customer can
have many invoices.

Such a merge can be done in Word but it requires a little work and SQL
knowledge. Here's an article that can help you with this task.http://homepage.swissonline.ch/cindymeister/mergfaq1.htm#ComplexMerg

Additionally, you may want to consider moving your data to an Access
database since it was designed for data involving one-to-many relationships
and an Access report can easily handle what you are trying to do.

Please post all follow-up questions to the newsgroup. Requests for
assistance by email cannot be acknowledged.

~~~~~~~~~~~~~~~
Beth Melton
Microsoft Office MVP

Coauthor of Word 2007 Inside Out:http://www.microsoft.com/MSPress/books/9801.aspx#AboutTheBook

Word FAQ:http://mvps.org/word
TechTrax eZine:http://mousetrax.com/techtrax/
MVP FAQ site:http://mvps.org/







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