• Word 2007 Mail Merge to Table List

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    #463342

    I’m trying to do a merge in Word 2007 to a table cell and upon merge I would like to have another row created until all entries have been merged into a directory that is in a table format. The merged data fields are all in column A of the table. In WordPerfect it is done with but in Word 2007 I can’t locate a similar code. Next Record doesn’t work, because I might have four rows or I might have ten. And I don’t want to have all the rows of the table already constructed. Only the rows that are needed like WordPerfect des with Next Row. Hopefully someone has accomplished this! If WordPerfect can do it Word should, right? I checked out the archives, but could find nothing wuite like this. Thanks much,

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    • #1182509

      In step 1 of the Mail Merge wizard/task pane, select Directory as mail merge type. This is the essential step.
      Then create a table with a single row in the document, and insert the merge fields and other text into the table as needed.
      Don’t put anything below the table.
      You’ll see only a single row while you’re working with the merge document, even when you’re previewing the data.
      But when you merge to a new document (or directly to the printer), Word will create a new row for each record from the data source.

      • #1182522

        In step 1 of the Mail Merge wizard/task pane, select Directory as mail merge type. This is the essential step.
        Then create a table with a single row in the document, and insert the merge fields and other text into the table as needed.
        Don’t put anything below the table.
        You’ll see only a single row while you’re working with the merge document, even when you’re previewing the data.
        But when you merge to a new document (or directly to the printer), Word will create a new row for each record from the data source.

        Ok, Hans, I see that works, but in my scenerio it is a Personnel Elgibility List that has information at the top and again at the bottom, as well as a header row. How will this work? I’ve attached my file and a fake data spreadsheet just so you’ll get the picture of what I need. Thanks,

        • #1182524

          I assume that you want to group the data by Position, i.e. one letter for Zoo Keeper, another for Wine Taster, etc.
          That is very well possible, but it’s not trivial
          .
          Our moderator and Word MVP macropod has written a tutorial about that kind of mailmerge: Word 97-2007 Mailmerge Tutorial: Create Sorted Listings (v1.52).
          It comes with a sample document and spreadsheet. Please read the tutorial carefully.

    • #1182528

      Hans, I got it to sort of work using , but the rows have to be pre populated. The position code needs to be taken out, but it wasn’t in in WordPerfect either. I’m teaching a class on Mail Merge in the morning and have people from the HR departmetn in the class and really wanted to show them that Word could do what WordPerfect can. So, with this example I’bve attached it’s a duplication except for the finite number of rows on the Eligibility List. I will take time to go through the tutorial, but maybe not this afternoon. Appreciate the help.

      • #1182533

        Macropod’s (admittedly complicated) field codes are the best solution, but if you’re in a hurry, here is a rather simplistic workaround:

        1. Create a merge document of type Directory with only a single-row table, with the merge fields in the first cell.
        2. Perform the mail merge. This will result in a document with one row per record, but without any text above or below the table.
        3. From your original merge document, remove all rows with merge fields from the table. Only the text above the table, the header row and the text below the table remain.
        4. Copy the contents of the merged document from step 2, and paste it into the document from step 3 below the header row.

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