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  1. #1
    bokenrosie is offline Novice
    Windows 7 64bit Access 2016
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    Can I do this all with one Access External Data to Word Merge?

    I'm spinning my wheels trying to solve a problem here and wondering if maybe somebody might point me in the right direction.

    I have a Table:Subscriber that tracks the name and some dates for a membership and then another Table:A2Additions that tracks date, description, and amount for deposits that this person makes.

    I need to do a report that merges this data into a number of different forms and some of them include repeating rows. I don't see a way to use repeating rows in the External Data-> Word Merge function.

    Any advice greatly appreciated.

    Thanks,

  2. #2
    ItsMe's Avatar
    ItsMe is offline Sometimes Helpful
    Windows 8 Access 2013
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    If it is repeating rows or, in other words, multiple records associated to a single 'Mail Recipient', you will likely need to write the data to a table element.

    So, reports are good for this because you can use the built in tool for groups, detail section, etc.

    If the final product you desire has a lot more boilerplate stuff than actual data, the Word Doc is probably easier than having a Report manage things. However, automating Word for a Mail Merge is not necessarily straight forward.

  3. #3
    ranman256's Avatar
    ranman256 is offline VIP
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    you wont need Word. Make a query in access to join the 2 tables, and built the report there.
    Access is an all in one solution.

  4. #4
    bokenrosie is offline Novice
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    Thank you for the suggestions.

    I think Access is the right one since I have done similar in FileMaker Pro but I'm having difficulty in putting Access data into paragraph form. Not even sure what to search on. For example:

    We have a paragraph that needs to say:

    Schedule A-2

    There were <<total additions>> added to your account during the period starting <<start date from table>> to <<end date>>. They were as follows:
    Date

  5. #5
    ItsMe's Avatar
    ItsMe is offline Sometimes Helpful
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    What is it you are trying to do? Are you trying to create a report in Access or are you trying to create a Word document with Merge Fields that is linked to Access?

  6. #6
    bokenrosie is offline Novice
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    Hi, Thanks for considering my question.

    Quote Originally Posted by ItsMe View Post
    What is it you are trying to do? Are you trying to create a report in Access or are you trying to create a Word document with Merge Fields that is linked to Access?
    I'm trying to create a report that could arguably go in either Word or Access. I think Access it he right one because there is a lot of variable places where things should be listed in a table within the report. For example here's a section of additional income that has a bunch of items where as another one might only have two lines. I need to total the lines and use the numbers elsewhere in the report.:

    SCHEDULE A-2 - STATEMENT OF INCOME COLLECTED

    Total of Schedule A-2 Original Account $ 30,244.18

    Additions to Account
    Item Date Description Amount
    1 6/30/2014 Interest on estate bank account 568.66
    2 7/31/2014 Interest on estate bank account 587.91
    3 8/31/2014 Interest on estate bank account 587.76
    4 9/30/2014 Interest on estate bank account 568.90
    5 10/31/2014 Interest on estate bank account 586.61
    6 11/30/2014 Interest on estate bank account 566.57
    7 12/31/2014 Interest on estate bank account 585.80
    8 1/31/2015 Interest on estate bank account 586.14
    9 2/28/2015 Interest on estate bank account 529.39
    10 6/30/2015 Interest on estate bank account 592.22
    11 4/30/2015 Interest on estate bank account 583.31
    12 5/31/2015 Interest on estate bank account 595.90
    13 6/30/2015 Interest on estate bank account 577.01
    14 7/31/2015 Interest on estate bank account 596.60
    15 8/31/2015 Interest on estate bank account 596.95
    16 9/30/2015 Interest on estate bank account 578.01
    17 10/31/2015 Interest on estate bank account 589.64
    18 11/30/2015 Interest on estate bank account 564.69
    19 12/312015 Interest on estate bank account 583.85
    20 1/31/2016 Interest on estate bank account 584.20
    21 2/28/2016 Interest on estate bank account 546.82
    TOTAL ADDITIONS 12,156.94
    TOTAL OF SCHEDULE A-2 as supplemented $42,401.12

  7. #7
    ItsMe's Avatar
    ItsMe is offline Sometimes Helpful
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    You can create an expression in an unbound control within a report. Within the expression, you can reference a field. Something like the following should do the trick.
    Code:
    ="This field = " & [NameOfField] & " and here is additional text."
    The trick to doing this in a Report is that different sections of the report will render at different times. In other words, the value of a specific field may not be available in the Header of the report because it is not available until the Detail section or the Header of a group. In some cases, it is necessary to use VBA to store values in variables and display the variable in the desired area (Report Header, for instance)

    Just so you know, you can use tables in Word and link them to a query. You can also link Merge Fields. Here is a little more info on that.
    https://www.accessforums.net/showthr...148#post237148

Please reply to this thread with any new information or opinions.

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