Hi, I tried to explain this scenario last night, but re-reading it today I think I could have been more clear about the
problem. I'm trying again here with a better thought out request, hoping that someone might be able to help. Thanks so
I have a workbook of about 2000 rows that each contain client information regarding seperate transactions.
Some clients have done multiple transactions (with different businesses), but each of those transactions is done under the
one account number that belongs to the client. Here's a more specific description of the scenario (How my client tried to
describe it to me):
The customer would like persons with multiple transactions to receive 1
letter listing the different transactions and the info shown on the letter.
Columns used in address block are
Columns used at bottom of letter are A,B,F,G,H,X
I presume that after records are merged, I will have additional
the database, so those field names will be changed on the word document
accordingly in the columns at the bottom. Eg. Price, Price2, price3, etc.
and so on....
Example of what we want to achieve:
Looking at the database, line 2,3 & 4 have the
same account number,
therefore the same person. Line 5 and 6, same account number, same person.
And so on where account numbers are the same.
At the bottom of the word document for "Anne" (2,3,4) we
list data in columns A,B,F,G,H & X(as stated above) multiple times
corresponding to each of the 3 entries for her. All on the 1 letter.
So a person with 2 lines now, combined to 1,
10 lines combined to 1 etc.
So basically I think what I'm looking for is a formula that I can apply to the
spreadsheet so that when I merge the excel data to the word template which will be used in generating client letters, an
account number/name that appears more than once on the spreadsheet under seperate transactions will generate only ONE letter
to that individual, however each seperate transaction will list at the bottom of that letter. I'm trying to avoid generating
a seperate letter for each transaction a single client has done, and am having difficulty since the client's total
transaction counts are all different.
If anyone could help me figure this out, I would be extremely greatful. I
know it's a long scenario but I am at a loss and could really use some expert help. THANK YOU!!!
I've attached a
dummy wb and a word doc representing the letter I'm ultimately trying to produce.