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desk arrange for mail merge


Hiya,  

Backside Line Up Entrance:

I’m trying to arrange an Excel sheet to make use of because the Merge Fields for a mail merge.

 

Background:

I’ve over 2300 supervisors at various ranges of expertise that want the suitable stage of coaching. I pull a report from our knowledge financial institution and save as an Excel sheet.  From this knowledge, i’m making an attempt to mine the size of time the supervisor has been of their place – Primarily based on their begin date and ship the notifications accordingly.

 

First, I added a column for size of years and used this method =DAYS(NOW(),F2)/365 and moved the decimal right down to 2, e.g., “0.12”, to assist me see if they’re within the ranges i want; e.g., lower than 1 12 months, between first and third 12 months, after which the three and over years of expertise. – this method works high-quality.

 

Subsequent, to provoke a mail merge to ship mass invites to the completely different coaching ranges required by their expertise, i added one other column as “Topic” and used this method

 =IF(H2<1,”Precedence”,IF(H2=1.1>=2.9,”CatchUp”,IF(H2>3,”Refresher”)))

the “Precedence” and “CatchUp” work as i’ve hoped; nonetheless, the 1st Problem – the “Refresher” doesn’t ( i get no “Refresher” outcomes).  To additional this problem, i later found some individuals are on probation and a few should not (as a result of they beforehand held a supervisory place and didn’t have to redo it, but they’re in a brand new supervisory place) – so problem #2 is to repair the above topic method to incorporate if there’s a date within the Probation column to make this a “Precedence” // additionally, if it doesn’t have a date, to make this a “Catch Up”.  #3 as soon as i get these formulation mounted, is it potential to vary the formatting to focus on Precedence as Crimson, CatchUp as Orange, and Refresher as mild inexperienced?

 

The following section of the mail merge is to determine a physique column – which i’ve not even tried but…  However, i’m hoping that because the Topic Column is corrected {that a} NEW column of “Physique” will mirror accordingly with:

“Precedence = You might be recognized in HR Good as a New Supervisor nonetheless on probation; Please, see the attachment to register. ” for

“CatchUp = You might be recognized in HR Good as a Supervisor inside your first and second years of expertise; Please, see the attachment to register.” and at last, for

“Refresher = You might be recognized in HR Good as a Seasoned Supervisor; Please, see the attachment to register.”

 

Are you able to assist me repair/set up the formulation Please, in order that i can then proceed constructing the Mail Merge portion?

here’s a display shot that can assist you visualize this problem:

DAWJr_0-1715715186352.png

 

Thanks upfront for even providing to assist me.

v/r,

dave



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