Merging information from Excel to a Word Document

[Twheeler]

I am trying to pull information from a list of students in excel to a Letter. I would like to be able to allow the merge to pull all data based on a name.
Is there a way to pull the data based on a name through a merge without having to do it manually?

I have attached a example letter of how I want it to look like after pulling the information and a spreadsheet I would like to pull the information from.

FAILURE NOTICE EXAMPLE SHEET.xlsx
	A	B	C	D	E	F	G	H
1	First Name	Last Name	Course	TeacherName	CurrentScore	Score To Date	Overdue Assignments	Course Progress
2	Jon	Doe	British Literature	SMITH	80%	12%	12	7%
3	Jon	Doe	CRM	JOHNSON	81.50%	17%	8	14%
4	Jon	Doe	Economics	CREWS	87.60%	26%	5	21%
5	Jon	Doe	Zoology B	JONES	86.10%	30%	8	7%
6	Jon	Doe	Business and Technology	GATES	91.70%	14%	8	4%
7	Jane	Smith	Biology B	WARE	52.60%	13%	9	9%
8	Jane	Smith	World History	STONE	44.40%	13%	11	12%
9	Jane	Smith	Business and Technology	GATES	35%	5%	9	11%
10	Tim	Friend	ELA	DANE	43%	4%	17	6%
11	Tim	Friend	Math	THOMAS	84.10%	3%	12	4%
12	Tim	Friend	Science	SAMS	56.50%	2%	14	2%
13	Tim	Friend	Social Studies	STONE	64.50%	10%	10	10%
14	Tim	Friend	Transition 101	WELLS	47%	4%	6	4%
15	Tim	Friend	Keyboarding and Applications	GATES	76%	17%	11	13%
16	Sue	Mathis	Algebra I	THOMAS	0%	0%	17	0%
17	Sue	Mathis	Literature and Composition	SMITH	0%	0%	16	0%
18	Sue	Mathis	Physical Science B	JOCK	82.40%	3%	14	4%
19	Sue	Mathis	Spanish 1	HOSE	0%	0%	9	0%
20	Sue	Mathis	Health and Fitness	JOCK	89.80%	3%	11	4%
21	Sue	Mathis	Transition 101	WELLS	0%	0%	7	0%
22	Sue	Mathis	Bus Tech	GATES	0%	0%	17	0%
23	Lou	Row	ELA	DANE	74.90%	22%	8	17%
24	Lou	Row	Math	THOMAS	0%	0%	14	0%
25	Lou	Row	Science	SAMS	73%	21%	8	11%
26	Lou	Row	Social Studies	STONE	87.60%	26%	6	17%
27	Lou	Row	Keyboarding and Applications	GATES	63.90%	10%	9	14%
FAILURE NOTICE EXAMPLE SHEET

 

[Krayna]

Hi, if I understand your query correctly you can use your spreadsheet as a straightforward mail merge in Word. This link can explain the process if your experience with this is limited: How to mail merge from Excel to Word
You just select the column headings (field names) required at the correct location in your letter and when merged this information will be displayed correctly. (Use preview if you would like to see how this should appear.)
Feel free to ask further questions if you are still stuck!
Good luck

 

[Twheeler]

I want it to pull the Data from the spreadsheet based on a students name so that it only pulls the associated information. When I use the Mail Merge in Word it will pull only one and not all of the information that is associated with a given name. The Mini-sheet is just a short part of the list and the letter that I have attached is what I would like for the end result to be.

 

[Krayna]

Sorry for delayed response. I realise now that each letter may have different number of records. I can see that working better with Access than Excel.
But I have put together a sample for you here - basically its about where you put 'Next Record' that it will move to the next row of data.
(Sorry couldn't attach actual solution - hope this helps...)

 

[Twheeler]

So you think this will search the Spreadsheet and find the information that I am looking for, regardless of the number of rows per student, based on a Students name?

 

[Krayna]

Yes - probably best to create a template, preview and then move from one record to next to ensure each is on correct page.
Hope that makes sense
Good luck

 

[Twheeler]

Thank you for your help!