How to mail merge for merged rows in excel

Mailing merging in Excel is a powerful feature that allows you to combine data from two or more tables into a single document, such as a letter or an email. Here's a step-by-step guide on how to mail merge for merged rows in Excel:

Prerequisites:

1. You have two tables in Excel: a main table (e.g., "Customers") and a secondary table (e.g., "Orders").
2. The main table contains the data you want to merge, such as customer names and addresses.
3. The secondary table contains the data you want to merge with the main table, such as order details.

Step 1: Prepare the data

1. Make sure both tables are in the same Excel workbook.
2. Ensure that the data in both tables is organized in a way that allows for merging. For example, the main table should have a unique identifier column (e.g., "Customer ID") that matches with the secondary table.

Step 2: Create a new document

1. Open a new Excel document or create a new worksheet in your existing workbook.
2. Set up the layout for your merged document. For example, if you're creating a letter, you might have columns for the customer's name, address, and order details.

Step 3: Set up the mail merge

1. Go to the "Data" tab in the ribbon.
2. Click on "From Other Sources" and then select "From Microsoft Query".
3. In the "Query Wizard", select "Use an existing worksheet" and choose the main table (e.g., "Customers").
4. Click "Finish" to create the query.

Step 4: Merge the data

1. Go back to the new document you created in Step 2.
2. Select the entire document, including the header row.
3. Go to the "Data" tab in the ribbon.
4. Click on "Mailings" and then select "Select Recipients" from the drop-down menu.
5. In the "Select Recipients" dialog box, select the query you created in Step 3.
6. Click "OK" to merge the data.

Step 5: Customize the merge

1. Once the data is merged, you can customize the merge by using formulas and formatting to combine the data from both tables.
2. For example, you can use the & operator to concatenate text strings, or use formulas to calculate totals or averages.

Tips and Variations:

• To merge multiple rows from the secondary table, you can use the INDEX and MATCH functions to look up the corresponding data in the main table.
• To merge data from multiple tables, you can create multiple queries and then merge them using the UNION function.
• To merge data from an external database, you can use the "From Other Sources" feature and select "From Database" instead of "From Worksheet".

By following these steps, you should be able to mail merge for merged rows in Excel and create a powerful and flexible document that combines data from multiple tables.