Mail merge problems

[dalea]

Love Excel Hate Word

I have a spreadsheet with approximately 15,000 delinquent tax accounts. Many taxpayers have more than one account. On the spreadsheet the column labeled "StmtID" holds a code signifying that the accounts with that code are the same taxpayer. In the "master" "doc" I've inserted the fields where the belong. The information at the top of the form letter ("tax statement") should not change until the "StmtID" changes. The fields that show in the table part of the form should be on separate lines for each of the vehicles. I don't know if this will take VBA code or if it can be accomplished without. Basically, I want to generate one bill per taxpayer with a separate line for each car that they owe taxes on.

Both the master "doc" and the data workbook are included in the "Merge.zip" file attached. I'm on Excel and Word 200 XP operating system-Novell network. Any help greatly appreciated to at least give me the skeleton of a solution. By the way, the attached workbook only has about 50 accouns which should be enough for demonstration purposes.

Dalea:help

[macropod]

Hi Dalea,

You can use Word's Catalogue/Directory Mailmerge facility for this (the terminolgy depends on the Word version). To see how, check out my Word 97-2007 Catalogue/Directory Mailmerge Tutorial at:
http://www.wopr.com/index.php?showtopic=731107 (mhtml:{2603C627-B617-484B-B3E3-521BCFB808E8}mid://00000078/!x-usc:http://www.wopr.com/index.php?showtopic=731107)
or
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip (mhtml:{2603C627-B617-484B-B3E3-521BCFB808E8}mid://00000078/!x-usc:http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip)
Do read the tutorial before trying to use the mailmerge document included with it.

[dalea]

Thanks Macropod,

I am home over the weekend where I have Office 2007 installed. I read your tutorial and believe the answer to my problems are in there. I have Office 2000 at work, so I can't play around with it till Monday. Before I start on the tutorial, I have a question. I will need to total the "Due" merge fields for each StmtID. Does this require one method over the other in your tutorial? The "non-table" method seems the easiest to implement so would like to use that if possible. If it is, please indicate how I would accumulate the values, print it out then zero it out for the next "StmtID". Many thanks.:clap:

[macropod]

Hi dalea,

The tutorial example best suited to your needs, without using a table, is probably the one under the heading 'Using an Extra Field to Generate the Trailing Text Per Group'. Do note that this will require you to have a column in the data source containing the totals due. The spreadsheet attached to the tutorial has a formula in the 'State Total' column showing how you can do this.