Great! Thanks Chris. I love your presentation style "It's a nice day here in Atlanta." And also when the initial Merge didn't include the city you were calm about it and simply sorted it out and re-merged.

This has been one of the best videos ever. I was suffering with this issue for years, doing everything on excel so it can be merged on word. But this has solved everything... and it works. Thank you!

@ChrisMenardTraining

6 жыл бұрын

Thank you, Jennifer. Glad it helped.

Thanks Mr. Menard.

Thank you, thank you, thank you!!!

This is really the most helpful tutorial I've found on the subject. I was able to get the data into a blank document with this formula, but not into a formatted letter. Is there another field to get it to move to the next within a letter?

I followed some posts but didn't make it work. This video saved my day. Thanks a lot.

@ChrisMenardTraining

4 жыл бұрын

you are welcome.

Excelent video. So cool and functional.

@ChrisMenardTraining

6 жыл бұрын

Thank you!

@ruyase

6 жыл бұрын

Hi Chris, I can you help me with a real example? I want this (Mergefield by Colaborator): Page 1 Dear Mrs. Jonh [TEXT TEXT TEXT] Year - - - Sales [TEXT TEXT TEXT] _______________________ Page 2 Dear Mrs. Tony [TEXT TEXT TEXT] Year - - - Sales [TEXT TEXT TEXT] ______________________ Page N Dear Mrs. Robot thank you

Hi Chris, Thank you for this video! I am still having trouble grouping by Specialty, then by Group, and then I need to keep all doctors with that group. Do you have the code I can use to place into my mail merge for my directory to organize this way? Thank you!!

Just wanted to say "Nice Job Chris!" This function is something I've been looking to do and your solution if the closest thing I've found that works. I'm trying to use this to email / mail merge. For each row in my worksheet, there is an affiliated email address. I was hoping to send one email containing multiple records in my database; instead my code generates a email for each record. I'm getting close but will have to play around a little more. Great job again and thanks for getting me started. If you, or anyone else, could point to some Microsoft documentation about the use of the field codes, I'd really appreciate. Ta ta!

@lucyduckworth4269

3 жыл бұрын

Have you found anythign that works for what you are looking for, Im still looking

Thank you for posting an indepth, detailed video. The only critique i have is to have a downloadable version of the word document when finished. It's hard to see some of the details through the video.

Hello Chris thanks for the video I was able to get multiple rows for customer orders. I have some additional fields I would like to add after the group is complete like subtotal, tax and total. With the current demo code if I add the {MERGEFIELD orders_subtotal} it will be repeated on every line of the grouping. Is there a way to escape the grouping and add these fields directly after the grouping but staying within the same mail merge?

To insert fields with brackets use Insert Merge Fields from the Ribbon's menu Write & Insert Fields just to the right. It is possible to Right click and use Edit Fields to enter IF and MERGESEQ and SET (I deselected “Preserve formatting during updates”) To format money, add \#,##0.00 within the Sales field at the end. Use Alt F9 to toggle fields and F9 to update after turning toggling off

Thanks for the video. What to do if the paragraph contains images or tables?

Hi Chris. Thank you for an awesome video, this has helped me so much to create a mail merge using the ability to group family members into a one sheet form. I’ve used this example to create my own at work but now we’re migrating to google docs and sheets and I’m at a loss to figure out how to make this work in this new environment. Any resources that you can recommend? TIA

Hi Chris, thanks for this, is there a way I can insert this into a mail merge letter? I have a mail merge letter with standard fields, but on the 2nd page I need to insert a table from excel like above?

@jessemartinez1696

4 жыл бұрын

Hi Sara, were you able to do what you described? I'm trying to figure that out too. I'd really appreciate your help.

Hi Chris. Is it possible to add images to a mail merge with grouping?

Chris. Do you know the record limit for a mail merge? I keep trying to edit individual document and the application keeps crashing. Consequently, I'm trying to create a directory of healthcare provider and I'm trying to group by state, county, specialty. I'm just worried that my dataset is too large.

Chris...THANKS VERY MUCH for this video...Good work. QUESTION: *What version of Word are you using?* (presently i am using word 2007).

@ChrisMenardTraining

4 жыл бұрын

I'm using Word with an Office 365 subscription.

@jjsiegal1

4 жыл бұрын

Thanks Chris! BTW; *What screen sharing program are you recording with?* Looks and Sounds...Great !

Could anyone tell me what line could I insert, to get a total amount per customer? Thanks :)

Hi Chris, Thank you for posting this. This has been super helpful. Do you know if it is possible to sort by one field, then another? For example, I have a spreadhsheet that I need to sort first by years, followed by department and then list all the people applicable for each category. Thanks! Jen

@ChrisMenardTraining

8 жыл бұрын

At 1:39 in the video, you can Sort by 3 fields. The first field is the main priority. Let me know if you need more than 3 fields. - Chris Menard

@jenrogers9104

8 жыл бұрын

Hi Chris, Thank you for quick response! I did add the Department as the second field. This is how it looks when I do the merge: 5 Years HR - Employee 1 HR Employee 2 Engineering - Employee 3 Engineering - Employee 4 But this is how I would like it to look after the merge (just didn't know if it was possible): 5 Years HR Employee 1 Employee 2 Engineering Employee 3 Employee 4 Thanks! Jen :)

@ChrisMenardTraining

8 жыл бұрын

Jen....Let me play with this question. What you are trying to do is group by 2 fields. The 5 years is the 1st group and the Dept (HR and Engineering) is the 2nd group. By chance do you have Microsoft Access? I know this can be done in MS Access, but I'll still try it in MS Word.

@jenrogers9104

8 жыл бұрын

Thanks so much! I greatly appreciate you looking into this for me. No, I don't have Microsoft Access, but I can look into getting it. Thanks again!

I have a similar situation that involves seminar presenters giving more than one seminar on various topics, different times, and days. I have one letter that needs to be sent to each presenter and include all of their seminars (rather than merge the same presenter different letters); is it possible to incorporate the same formula in my example as well?

@ChrisMenardTraining

6 жыл бұрын

Hello Alan. Here is what I would do for your example. You can do this using Word itself, as my video shows, but there is an add-in created by Graham Mayor that handles this much easier in my opinion. Graham called it a Many to One Mail Merge. Here is a video I made showing his add-in works. kzread.info/dash/bejne/mpt_ybKYnpOYepc.html

Hi Chris! Thanks for the video. This code is working for me if multiple records need to be inserted at the end of document. Will you please help me out in this code if multiple records need to be inserted in the middle of a document?

@jynsweet

4 ай бұрын

I added the second half of the letter into the footer for my document.

as of 2019 code doesn't work anymore, plus I have some 40 plus columns but only using 4 columns. Any thoughts?

Does this work for email mail merge?

Any chance you can do something like this, but in a table with headers going across the top of the table? I have to create individual documents for people with a table of their information. Example - you want to send 1 email to the city corporate office with a table of employee and sales. TIA!

@ChrisMenardTraining

5 жыл бұрын

Jon, the only way that can be done is using Many-to-one mail merge by Graham Mayor. I tested the Word add-in once and it worked for me. Here is test I did. kzread.info/dash/bejne/mpt_ybKYnpOYepc.html Graham's website is www.gmayor.com/ManyToOne.htm

Thanks so much for doing this video. Any ideas on why my data is merging with spaces between every record? I have compared my field codes to yours many times and have double-checked my page formatting and even checked my data. The multiple records are separating correctly, but there are spaces between each record. Any suggestions?

@ChrisMenardTraining

7 жыл бұрын

Change your line spacing to singe. See this video at the 2:30 mark - kzread.info/dash/bejne/f553uNiqlceam9Y.html

@ChrisMenardTraining

7 жыл бұрын

Change your line spacing to singe. See this video at the 2:30 mark - kzread.info/dash/bejne/f553uNiqlceam9Y.html

@NicoleTrap

7 жыл бұрын

I get this too!! I have no spaces showing either :(

@priesfamily

7 жыл бұрын

The spacing is set to single with no "before" or "after" spacing.

@priesfamily

7 жыл бұрын

{ IF { MERGESEQ } = “1” “{ MERGEFIELD DIALYSIS }“ “” }{ SET Place1 { MERGEFIELD DIALYSIS }}{ IF { Place2 } { Place1 }”{ MERGEFIELD DIALYSIS }{ MERGEFIELD FIRST } { MERGEFIELD LAST }” “{ MERGEFIELD FIRST } { MERGEFIELD LAST }” } { SET Place2 { MERGEFIELD DIALYSIS }}

Thank you for taking the time to post. I followed the formula exactly, but I am only getting one record per employee per page; this means that the same employee on on multiple pages with the relevant data from each row record. I'm trying to get multiple records per employee. I used the employee's name in the place of city, and the two bits of information i'm looking for in place of sale and name in your example. Thoughts?

@jonesgirleleven

3 жыл бұрын

I have the same issue and it seems to me that the only explanation that exists, even on the Microsoft help website, is from developers suggesting you use their add-in, which is presumptuous at best and dangerous at worst, given the heightened need for cyber security. I work for a government agency and there is no way I would be able to install an add-in. It's extremely frustrating and with as much as I have been googling and reading about the issue as it has existed for years, it seems to be something that would be easy for MS to add as a regular feature.

@quinncushing6191

2 жыл бұрын

This was happening to me as well, but when I changed "Start Mail Merge" to Directory then it worked as shown. Not sure that is the same for you. This is my second day struggling with this until I found Chris's video this morning. Thank you Chris! Too bad you can't send a Directory merge to email.... :( Dust off my power query code!

@smam60

2 жыл бұрын

@@jonesgirleleven Amen. I'm so sick of being taken to that same reply everywhere - "add my code, do my tutorial" etc. etc. and then it appears the topics are locked for further input, like that is the answer. Same here - I am not allowed to add any kind of code from outside sources due to security.

How can we format the directory so that the records appear in 2 columns instead of the horizontal format of the directory

@ChrisMenardTraining

6 жыл бұрын

The way I did it following Microsoft's instructions, it is not possible. The only suggestion I have for that is to use Graham Mayor's Many to One Mail Merge Add-in. I have a video on that also.

Does anyone have the formula I can copy? I'm on a time crunch.

What's the difference between Directory and Email Merge? I did it as Email merge and it made a page break after every row, but as a Directory it made no page breaks at all.

@ChrisMenardTraining

5 жыл бұрын

An email mail merge will email each person a personalized emailed. It works with Outlook. A directory will print everything on one page. I could do a mail merge directory and show employees names and their phone extension. Here is a two-minute video on a directory. kzread.info/dash/bejne/lH-Yq8eOcZmvodI.html

Does mergsrq repeat the entire document? I just want a portion to loop.

Hi Chris, I have followed all of this but I still have two questions. 1) Is it possible to get the date to show across the document, in columns vs rows? 2) Is is possible to get the sales to show a $ sign? I'm sure you're very busy, I have a super urgent work project that I would love your help on though!

@ChrisMenardTraining

7 жыл бұрын

Graham Mayor is the expert on mail merge in Word. He has something he wrote that allows you to use a table which is what you want to do. www.gmayor.com/ManyToOne.htm

@Adriana-eu2tq

Жыл бұрын

you gotta add the code \#$0.00 and it will transfer currency

I'm trying to make it work for DAYS and for some reason it still does not work :( It does not group my data for the recipients, I've verified this code countless times already :( is there some conditions outside coding itself that must be met for this to work?

Hello. I was able to create letters using your video. Thank you very much for that! What I really need is to do the same thing but send emails. Is there any way to do this?

@ChrisMenardTraining

2 жыл бұрын

There are some third party apps that will do this. Most require a payment or ask for a donation. Here is one I have seen. I have nothing to do with this, but it is legit. www.gmayor.com/ManyToOne.htm

@megstevens8922

2 жыл бұрын

@@ChrisMenardTraining Thank you Chris. Could it be done with NEXTIF?

@megstevens8922

2 жыл бұрын

I figured it out. Wow. That took me a really long time. If anyone is interested. Let me know and I'll figure out how to post the answer.

@megstevens8922

2 жыл бұрын

Take it back. Not fixed.

@mariahernandez3674

2 жыл бұрын

@@megstevens8922 please let me know 😩

Can you email the directory? Thanks to your video, I created one - but I do need to email it. Is it possible?

@ChrisMenardTraining

7 жыл бұрын

Graham Mayor is the guru of mail merge in Word. On his web page, he has instructions on how to mail merge attachments to each person as a Word doc or PDF file. www.gmayor.com/ManyToOne.htm

@brittanyjackson5147

7 жыл бұрын

Okay, thanks!

wow its work for me thanks. Can you make this possible Atlanta Henningsen 25 Delaney 20 Galos 15 Total 60 employes in Atlanta

Hi Chris - I am getting an error of Bookmark not defined. Can you help resolve it.

@desaitejas

6 жыл бұрын

Can anyone help me with this ?

Hi - When I go to the MS support article, I can't see the field codes. I only see the output. What am I missing? Has the page been updated? I tried different browsers. Was hoping to copy and paste the code from the site.

@leahcolleenworley5963

7 жыл бұрын

Agreed. I cannot see the code, either. Just where it's supposed to be. I gave MS feedback at the bottom of the article to let them know. This video was posted less than a year ago, so it's surprising it's gone. I noticed the KB article links to the same steps in earlier versions of Word. I clicked on Word 2000, and the code is there, so I'm going to try that and hope it works.

@ChrisMenardTraining

7 жыл бұрын

You are both correct. Not sure why they Microsoft would lose the field codes from the example. It was there last year.

@ronsteiner9372

5 жыл бұрын

@@ChrisMenardTraining I found the original page on the Wayback machine: web.archive.org/web/20120211194240/support.microsoft.com/kb/294686 Here are excerpts that should be suitable for copy & paste. I hope they help. =========================================================================== This example uses the sample data from the Set up the data file section, and it uses { MERGEFIELD CITY} as the key field. Note To insert the field braces, press CTRL+F9. { IF { MERGESEQ } = "1" "{ MERGEFIELD CITY }¶ " "" }{ SET Place1 { MERGEFIELD CITY }}¶ { If { Place2 } { Place1 }"¶ { MERGEFIELD CITY }¶ ¶ { MERGEFIELD EMPLOYEE } { MERGEFIELD SALES }" "{ MERGEFIELD EMPLOYEE } { MERGEFIELD SALES }" }{ SET Place2 { MERGEFIELD CITY }}¶ =========================================================================== Force each new category to a new page As in the previous example, the key field in this example is { MERGEFIELD City }. When the value of CITY changes in the data file to a different city, a new page is added to the merged results, and the merge is continued at the top of the next page. To insert the field braces, press CTRL+F9. { If { MERGESEQ } = "1" "{ MERGEFIELD CITY }¶ " ""}{ SET Place1 { MERGEFIELD CITY }}¶ { If { Place2 } { Place1 }"¶ ----------------------------Page Break-------------------------------- { MERGEFIELD CITY }¶ ¶ { MERGEFIELD EMPLOYEE } { MERGEFIELD SALES }" "{ MERGEFIELD EMPLOYEE } { MERGEFIELD SALES }" }{ SET Place2 { MERGEFIELD CITY }}¶ Note To insert a page break, either press CTRL+ENTER, or click Break on the Insert menu, select Page Break, and then click OK. =========================================================================== Format the key field The key field in this example is {MERGEFIELD CITY}. To format the results of the {MERGEFIELD CITY} as all capital letters, you can insert the formatting switch of \* Upper. To insert the field braces, press CTRL+F9. { If { MERGESEQ } = "1" "{ MERGEFIELD CITY \* Upper }¶ " "" }{ SET Place1 { MERGEFIELD CITY }}¶ { IF { Place2 } { Place1 }"¶ { MERGEFIELD CITY \* Upper }¶ ¶ { MERGEFIELD EMPLOYEE }{ MERGEFIELD SALES }" "{ MERGEFIELD EMPLOYEE }{ MERGEFIELD SALES }" }{ SET Place2 { MERGEFIELD CITY }}¶ ===========================================================================

@susansobeske484

4 жыл бұрын

@@ronsteiner9372 Thank you! Thank you! I have been very frustrated trying to find the code!

Brilliant, even in 2020 (Office365) this information is still useful! By the way, the Ms KB related to this has moved to support.microsoft.com/en-au/help/211303/how-to-use-mail-merge-to-create-a-list-sorted-by-category-in-word-2000

@ChrisMenardTraining

4 жыл бұрын

Thank you. I didn' t know the link has moved. I appreciate it.

@smam60

2 жыл бұрын

Thank you! There are several other articles that refer to the old link too. Been hoping I could find this.

hi i am trying to do the grouping on the below formate could u help me Agent Apr may june james travels 12 23 12 james travels 23 34 23 james travels 34 54 32 ravi travels 56 34 3 abhi travels 65 23 48

i cant do this lol total greek to me darn it i need this function

End screen cards are blocking the last things you type on the screen. Aargh!

I love your videos. However, my computer at work, were I am attempting all of this, does not have sound. It is very difficult to understand video without sound. By any chance, is this spelled out somewhere else on the web.

@ChrisMenardTraining

4 жыл бұрын

Catherine, you can use the KZread transcript. Here is a video on how to do that. kzread.info/dash/bejne/jHmFzLJmhLewk84.html By chance can you plug in a USB headset to your computer?

@catherinedemayo6507

4 жыл бұрын

@@ChrisMenardTraining Yes, after my panic attack was over, I used my headset. LOL. Thank you.

You can use the Many to One Merge on my Merge Tools Add-in that is contained in the MERGE TOOLS ADD-IN.zip file that you can download from the following page of my One Drive: bit.ly/1hduSCB Extract the files from the archive and read the: “READ ME - Setting up and using the Merge Tools Add-in.pdf to see how to install and use the various tools. Using those tools, it is possible to perform the following types of merge that cannot be done with Mail Merge “out-of-the-box”: ● Merge to e-mail messages either with or without attachments, with the documents created by the merge being sent as either Word or PDF attachments or as the body of the e-mail message. ● Merge to individual documents in either Word or PDF format with the filenames being supplied by the data in one of the fields in the data source ● Many to One type merges, which can be used for creating documents such as invoices where there are multiple records in the data source that have common data in one of the fields ● Merging to a document that will include a chart that is unique to each record in the data source ● Merging a document with Content Controls ● Merging a document that contains Legacy FormFields ● Duplex Merges ● Merging to a printer that will collate and staple the output created from each record in the data source. The requirements for using the system are: ● The mail merge main document must be of the Letters type, though that does not mean that the output cannot be sent as an e-mail message where relevant. ● For the Many To One, Merge with Attachments and Merge to Individual Docs utilities, the data source may be either a table or query in an Access database, or in the form of an Excel worksheet and that worksheet must be the first sheet in the Excel workbook. If the data is on some other sheet, you can easily move that sheet so that it is the first sheet in the workbook by clicking on the sheet tab and dragging it to the left. For the Chart Merge utility, see the Mail Merging with Charts document that is included in the Merge Tools Add-in Zip file for additional requirements for the data source for use with that utility ● For a data source in the form of an Excel worksheet, the field names must be in the first row of the worksheet and there must be a field name in all of the cells in that row that are within the range of columns that contain the data. ● For both types of data source, the field names must contain only alphanumeric characters (No @,#,$,%,&,(,), etc) and the field names must not start with a numeric character (0-9). The number of characters in the field names, including spaces, must not be more than 40 .

Microsoft shouldn't make this so hard, I followed the 3 tutorials in regards to mail merge grouping and still can't get it to work as it should. This is BS

@varadajog5187

6 жыл бұрын

:) Im in the same boat, but yea, we should acknowledge people who put up these videos