Filter & Track Rows
How to filter and track rows of data for a mail merge?
This article describes how to filter and track rows of data for a mail merge when you want to exclude rows from a mail merge, or if you want to mail merge new rows added since the last merge. This article also describes how to set up a conditional logic formula to exclude rows from a mail merge.
From Google Docs
Step 1: Create new column
In Google Sheets, create a new column and name it as needed (e.g., Filter Rows to Merge).
Step 2: Exclude rows from merging
Type x (or any other text ) in cells in the Filter Rows to Merge column for the rows you want to exclude from merging.
Step 3: Click Options
Click on Options in the Mail Merge sidebar.
Step 4: Select Fliter Rows to Merge column
Select the Filter Rows to Merge column from the Track Merged Rows and Merge Specific Rows drop-down menus.
Step 5: Click Save
Click on Save to apply the changes.
NOTE:
Following a mail merge, the empty cells in the Filter Rows to Merge column are populated with the date/time the merge took place. To merge these rows again, you need to clear/delete the date/time values.
If you do not want to auto-populate the merged rows with the date/time the merge took place, select N/A from the Track Merged Rows drop-down menu.
From Google Sheets
Step 1: Start Mail Merge add-on
Start Mail Merge add-on in Google Sheets; a new column called Filter Rows to Merge is created automatically.
Step 2: Exclude rows from merging
Type x (or any other text ) in cells in the Filter Rows to Merge column for the rows you want to exclude from merging.
NOTE: Following a mail merge, the empty cells in the Filter Rows to Merge column are populated with the date/time the merge took place. To merge these rows again, you need to clear/delete the date/time values.
From Google Slides
Step 1: Create new column
In Google Sheets, create a new column and name it as needed (e.g., Filter Rows to Merge).
Step 2: Exclude rows from merging
Type x (or any other text ) in cells in the Filter Rows to Merge column for the rows you want to exclude from merging.
Step 3: Click Options
Click on Options in the Mail Merge sidebar.
Step 4: Select Filter Rows to Merge column
Select the Filter Rows to Merge column from the Merge Specific Rows drop-down menu.
Step 5: Click Save
Click on Save to apply the changes.
NOTE: Following the mail merge, the empty cells in the Filter Rows to Merge column are populated with the date/time the merge took place. To merge these rows again, you need to clear/delete the date/time values.
Advanced feature: Conditional logic formula to exclude rows from mail merge
Instead of typing x in the Filter Rows to Merge column to exclude rows, you can create a conditional logic formula in Google Sheets to determine which rows should be excluded. In the example below, rows for employees whose gender is equal to F are excluded from the merge.
