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Find multiple values in excel coulumns then copy into mail merge
I am an insurance underwriter. I have a monthly
spreadsheet of well over 10,000 lines. It lists all the agencies our company has and each policy each agency has. Each agency is assigned a code number. Each policy has a number. I have a two fold problem I do not know how to do: 1) Each month find my 20-something agencies based on code number (and the accompanying many hundreds of lines of policies), discard all the other lines, then 2) select certain cells from each line to "mail merge" into another Excel sheet (This second excel sheet receiving the data can be converted to a Word document if needed). Manually doing this every month by cut & paste is too long. I can highlight & erase all those agencies that are not mine, but this is too slow and only is part 1. I'm a "toddler" in Excel, know enough to ask for help, but do not know the terminology well. Still learning. Please use low-tech speak! Many Thanks Tom |
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