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fabio.dero79
2019-03-03, 07:49 PM
Hello,
I am trying to get a mail merge where I want separated email to be sent to a list of accounts.
I would like James Green to receive one email only stating:
21/11/2018 89
26/12/2018 34
And same for Thomas Reed and so on.



Name
Date
Amount


James Green
21/11/2018
89


James Green
26/12/2018
34


Thomas Reed
14/12/2016
22


Thomas Reed
27/05/2018
88



Then the perfect scenario would be to also have the subtotals, but this is not extremely important:


Name
Date
Amount


James Green
21/11/2018
89


James Green
26/12/2018
34


James Green Total

123


Thomas Reed
14/12/2016
22


Thomas Reed
27/05/2018
88


Thomas Reed Total

110


Grand Total

233



I have tried in many different ways to use the formula "nextif" but I still cannot work it out.
Do you have any suggestion/tutorial to share?
Many thanks,
Fabio

macropod
2019-03-03, 09:14 PM
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://www.msofficeforums.com/mail-merge/38721-microsoft-word-catalogue-directory-mailmerge-tutorial.html
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.

Depending on what you're trying to achieve, the field coding for this can be complex. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. For some worked examples, see the attachments to the posts at:
http://www.msofficeforums.com/mail-merge/9180-mail-merge-duplicate-names-but-different-dollar.html#post23345
http://www.msofficeforums.com/mail-merge/11436-access-word-creating-list-multiple-records.html#post30327

Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An outline of this approach can be found at: http://answers.microsoft.com/en-us/office/forum/office_2010-word/many-to-one-email-merge-using-tables/8bce1798-fbe8-41f9-a121-1996c14dca5d
Conversely, if you're using a relational database or, Excel workbook with a separate table with just a single instance of each of the grouping criteria, a DATABASE field in a normal ‘letter’ mailmerge main document could be used without the need for a macro. An outline of this approach can be found at:
https://answers.microsoft.com/en-us/msoffice/forum/msoffice_word-mso_winother-mso_2010/mail-merge-to-a-word-table-on-a-single-page/4edb4654-27e0-47d2-bd5f-8642e46fa103
For a working example, see:
http://www.msofficeforums.com/mail-merge/37844-mail-merge-using-one-excel-file-multiple.html

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 https://onedrive.live.com/?cid=5AEDCB43615E886B&id=5AEDCB43615E886B!566

KennyK
2019-07-12, 03:47 AM
I have seen this resolve on youtube. just hit mail merge nextif.

macropod
2019-07-12, 05:22 AM
The OP's requirement CANNOT be met with a NextIf field...