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#1
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![]() I'm doing a mail merge from Excel to Word, and It worked out fine. I have 3 feilds: Name, Unit, and Deposit. The problem is, I have about 2 to 4 deposits per person on average. I'm trying to write a letter in which only one letter is written per person, and since I have 2 to 4 deposits per person, I have 2 to 4 letters per person as well. What I need to figure out is, if I have the same unit and same name in Excel, is there a way that I can get the deposit feild to make a sum, for example, if I have 2 deposits for John Doe from unit 16 of $20 and $15, and the letter reads--- TO: John Doe UNIT: 16 how can I also get it to say DEPOSIT: $35, or is it impossible in which case I'll be stuck with two letters for John Doe, one for $20 deposit and another for the $10? Sorry this is so sloppy, but if someone could help me out with this I would GREATLY appreciate it! Thanks so much. |
#2
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This may get you started in doing what you want, but someone else may come up
with a better (more complete) idea. First, start by sorting by the names. Then select SubTotals from the Data menu. This will do the addition to the Unit/Deposit field you were looking for. From there, you should be able to get the subtotaled list you are looking for. My workaround was a little cumbersome to explain. Good luck.. "Dani B via OfficeKB.com" wrote: I'm doing a mail merge from Excel to Word, and It worked out fine. I have 3 feilds: Name, Unit, and Deposit. The problem is, I have about 2 to 4 deposits per person on average. I'm trying to write a letter in which only one letter is written per person, and since I have 2 to 4 deposits per person, I have 2 to 4 letters per person as well. What I need to figure out is, if I have the same unit and same name in Excel, is there a way that I can get the deposit feild to make a sum, for example, if I have 2 deposits for John Doe from unit 16 of $20 and $15, and the letter reads--- TO: John Doe UNIT: 16 how can I also get it to say DEPOSIT: $35, or is it impossible in which case I'll be stuck with two letters for John Doe, one for $20 deposit and another for the $10? Sorry this is so sloppy, but if someone could help me out with this I would GREATLY appreciate it! Thanks so much. |
#3
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Hi Dani. Could you put the name and deposit amounts in separate columns on
the same row and then have a total column? If so, you could do your mail merge using the name and the total column. -- Sincerely, Michael Colvin "Dani B via OfficeKB.com" wrote: I'm doing a mail merge from Excel to Word, and It worked out fine. I have 3 feilds: Name, Unit, and Deposit. The problem is, I have about 2 to 4 deposits per person on average. I'm trying to write a letter in which only one letter is written per person, and since I have 2 to 4 deposits per person, I have 2 to 4 letters per person as well. What I need to figure out is, if I have the same unit and same name in Excel, is there a way that I can get the deposit feild to make a sum, for example, if I have 2 deposits for John Doe from unit 16 of $20 and $15, and the letter reads--- TO: John Doe UNIT: 16 how can I also get it to say DEPOSIT: $35, or is it impossible in which case I'll be stuck with two letters for John Doe, one for $20 deposit and another for the $10? Sorry this is so sloppy, but if someone could help me out with this I would GREATLY appreciate it! Thanks so much. |
#4
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![]() The thing is, I'll still have the name showing up 2 or 3 times, since it is repeated in the name column every time there is another deposit added. I got the subtotals thing to work from the post above, but I need to find a way still for the subtotals to go into a whole new column rather than being below the other numbers, and I also need to find a way for the names that are the same to only show up in the mail merge once. Thanks for the great suggestions so far! Michael wrote: Hi Dani. Could you put the name and deposit amounts in separate columns on the same row and then have a total column? If so, you could do your mail merge using the name and the total column. I'm doing a mail merge from Excel to Word, and It worked out fine. I have 3 feilds: Name, Unit, and Deposit. The problem is, I have about 2 to 4 [quoted text clipped - 8 lines] for the $10? Sorry this is so sloppy, but if someone could help me out with this I would GREATLY appreciate it! Thanks so much. -- Message posted via http://www.officekb.com |
#5
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Hi Dani B. If you were able to get the subtotals, what you could do next is
collapse the table so that only the names and subtotals are showing. Then press F5, click on special and select visible cells only. Copy and paste into a new worksheet and you will have just each name once with the total deposit. Use this sheet for your mailmerge into word. Before you do, though, hide all unused columns and rows because they will be selected too when you copy and you will wind up with a massive file. -- Sincerely, Michael Colvin "Dani B via OfficeKB.com" wrote: The thing is, I'll still have the name showing up 2 or 3 times, since it is repeated in the name column every time there is another deposit added. I got the subtotals thing to work from the post above, but I need to find a way still for the subtotals to go into a whole new column rather than being below the other numbers, and I also need to find a way for the names that are the same to only show up in the mail merge once. Thanks for the great suggestions so far! Michael wrote: Hi Dani. Could you put the name and deposit amounts in separate columns on the same row and then have a total column? If so, you could do your mail merge using the name and the total column. I'm doing a mail merge from Excel to Word, and It worked out fine. I have 3 feilds: Name, Unit, and Deposit. The problem is, I have about 2 to 4 [quoted text clipped - 8 lines] for the $10? Sorry this is so sloppy, but if someone could help me out with this I would GREATLY appreciate it! Thanks so much. -- Message posted via http://www.officekb.com |
#6
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![]() Hey Michael - Thanks so much for all the help I really appreciate it! Take care. Michael wrote: Hi Dani B. If you were able to get the subtotals, what you could do next is collapse the table so that only the names and subtotals are showing. Then press F5, click on special and select visible cells only. Copy and paste into a new worksheet and you will have just each name once with the total deposit. Use this sheet for your mailmerge into word. Before you do, though, hide all unused columns and rows because they will be selected too when you copy and you will wind up with a massive file. The thing is, I'll still have the name showing up 2 or 3 times, since it is repeated in the name column every time there is another deposit added. I got [quoted text clipped - 12 lines] for the $10? Sorry this is so sloppy, but if someone could help me out with this I would GREATLY appreciate it! Thanks so much. -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.a...excel/200507/1 |
#7
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You're welcome, Dani B. Thanks for the feedback and have a great weekend.
-- Sincerely, Michael Colvin "Dani B via OfficeKB.com" wrote: Hey Michael - Thanks so much for all the help I really appreciate it! Take care. Michael wrote: Hi Dani B. If you were able to get the subtotals, what you could do next is collapse the table so that only the names and subtotals are showing. Then press F5, click on special and select visible cells only. Copy and paste into a new worksheet and you will have just each name once with the total deposit. Use this sheet for your mailmerge into word. Before you do, though, hide all unused columns and rows because they will be selected too when you copy and you will wind up with a massive file. The thing is, I'll still have the name showing up 2 or 3 times, since it is repeated in the name column every time there is another deposit added. I got [quoted text clipped - 12 lines] for the $10? Sorry this is so sloppy, but if someone could help me out with this I would GREATLY appreciate it! Thanks so much. -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.a...excel/200507/1 |
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