Excel data to mail merge statement in word

kmc

Board Regular
Joined
Sep 5, 2005
Messages
158
Office Version
  1. 2016
Platform
  1. Windows
Hello, I am looking for a way to process a bunch of statements via mail merge into Word. I know the basic functions of mail merge, but in this instance I wish to have the multiple contributions listed for each contributor.

Any suggestions? See sheet below

Excel 2012
ABCD
1nameorgdateamount
2john smithorg 11/5/2014$100.00
3john smithorg 34/5/2014$200.00
4john smithorg 24/1/2014$600.00
5bill jonesorg 21/5/2014$200.00
6bill jonesorg 41/6/2014$300.00
7bill jonesorg 39/5/2014$60.00
Sheet1


So the merge would pull data for each contributor as below.

john smith
name, address, etc

2014 Summary
Date Org Amount
1-5-14 1 $100
4-1-14 2 600
4-5-14 3 200
 

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