How do I Mail merge filtered records?

cms · Mar 12th, 2002, 08:47 AM

How do I Mail merge filtered records? Each time I try to meger a subset from a file, the whole file merges.

Thanks Charles

Mar 12th, 2002, 08:59 AM

Charles

Perhaps, I don't have any clever answers for you but a few options that would work. You can save the filtered records into a new excel file and link this to your merge document. Alternatively, you can create another column in your spreadsheet, Type a "Y" in the first row against your first filtered record and then drag then autofill the rest of the filtered records. You can then filter these records out using the query option in the word mail merge wizard to select everything with a "Y" in your new column.

HTH

Matt

Nigel Martin · Mar 13th, 2002, 05:40 AM

I have just done a similar thing to what you describe. I used Autofilter to find the records I wanted, then I highlighted and copied them to a new worksheet with the same headings etc. (the new worksheet must be the first one in the workbook), then merged them in to Word.

It worked for me, hope this helps.

lenze · Mar 13th, 2002, 07:46 AM

You could also use advanced filter to filter to a new location, but why not use Word's Mail Merge Criteria options to filter for you? You can set the filter options each time you run the merge without having to prefilter in Excel.

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Mar 12th, 2002, 08:47 AM	#1
cms New Member Join Date: Mar 2002 Posts: 1	How do I Mail merge filtered records? Each time I try to meger a subset from a file, the whole file merges. Thanks Charles

Mar 12th, 2002, 08:59 AM	#2
Guest Posts: n/a	Charles Perhaps, I don't have any clever answers for you but a few options that would work. You can save the filtered records into a new excel file and link this to your merge document. Alternatively, you can create another column in your spreadsheet, Type a "Y" in the first row against your first filtered record and then drag then autofill the rest of the filtered records. You can then filter these records out using the query option in the word mail merge wizard to select everything with a "Y" in your new column. HTH Matt

Mar 13th, 2002, 05:40 AM	#3
Nigel Martin Board Regular Join Date: Feb 2002 Posts: 133	I have just done a similar thing to what you describe. I used Autofilter to find the records I wanted, then I highlighted and copied them to a new worksheet with the same headings etc. (the new worksheet must be the first one in the workbook), then merged them in to Word. It worked for me, hope this helps.

Mar 13th, 2002, 07:46 AM	#4
lenze MrExcel MVP Join Date: Feb 2002 Location: Helena, MT Posts: 13,690	You could also use advanced filter to filter to a new location, but why not use Word's Mail Merge Criteria options to filter for you? You can set the filter options each time you run the merge without having to prefilter in Excel.