Filter & Track Rows

How do I filter and track rows for merging?

APPLICATION

You have a sheet containing many rows of data but you don't necessarily want to merge all of the rows within the sheet at once.

or

You want to merge only new rows since your previous merge.

From the Google Docs Add-on

Step 1

In Google Sheets, create a new column and name it whatever you want, e.g. Filter Rows to Merge.

Step 2

Type x (or any other text ) in the cells of the rows you wish to exclude from merging.

Step 3

In Google Docs, open the Options window by clicking the button in the Mail Merge sidebar.

Step 4

Select the Filter Rows to Merge column from the Track Merged Rows and Merge Specific Rows drop-downs.

Step 5

Click Save to apply changes.

NOTES:

  1. 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 will need to clear/delete the date/time values.

  2. If you do not wish to auto-populate the merged rows with the date/time the merge took place, leave the Track Merged Rows drop-down as N/A.

From the Google Sheets Add-on

Step 1

When you start Mail Merge in Google Sheets, a new column called Filter Rows to Merge will be created automatically.

Step 2

Type x (or any other text ) in the cells of the rows you wish to exclude from merging.

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 will need to clear/delete the date/time values.

Advanced Feature: Conditional Logic Formula to Exclude Rows from Mail Merge

Instead of simply 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.