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Mail Merging With Charts - 2022

This document provides instructions for mail merging charts from an Excel data source into a Word mail merge document. Key steps include: 1. Setting up the Excel data source with a "Data" sheet containing the mail merge data and chart data in adjacent columns, and a "Chart" sheet to pull that data and generate the initial chart. Cell references and names must be set up correctly. 2. Creating the Word mail merge main document as a letters type and inserting a table with a "Chart" bookmark in the cell where the chart will go. 3. Using the Chart Merge button in the Merge Tools add-in to execute the mail merge, pulling the unique chart data and chart for each record from the

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Ban Chỉ Huy - 201
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19 views

Mail Merging With Charts - 2022

This document provides instructions for mail merging charts from an Excel data source into a Word mail merge document. Key steps include: 1. Setting up the Excel data source with a "Data" sheet containing the mail merge data and chart data in adjacent columns, and a "Chart" sheet to pull that data and generate the initial chart. Cell references and names must be set up correctly. 2. Creating the Word mail merge main document as a letters type and inserting a table with a "Chart" bookmark in the cell where the chart will go. 3. Using the Chart Merge button in the Merge Tools add-in to execute the mail merge, pulling the unique chart data and chart for each record from the

Uploaded by

Ban Chỉ Huy - 201
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Mail Merging with Charts

1 The Data Source


The Data Source must be in the form of an Excel Workbook with a sheet named Data that
contains the data for the mail merge and the charts and a sheet named Chart.

While not essential, it is best if the data that will be used for the chart for each record in
adjacent columns.

Select those columns and then assign the name XLChartData to them as shown in the
following screen shot
The Chart sheet must be setup as shown in the following screen shot and the cell A2
must be assigned the name XLDataRow and to start with, insert the number 1 into that
cell.

NOTE: It is essential that when the XLChart Data and XLDataRow names arebeing
assigned that the Scope not be changed from Workbook.

If the Scope of the names are not left as Workbook, an Error 1004 application defined or
object-defined will occur when the utility is run.

The following formulae must be inserted into the cells B2, C2, D2, etc

B2 =INDEX(XLChartData,XLDataRow+1,1)

C2 =INDEX(XLChartData,XLDataRow+1,2)

D2 =INDEX(XLChartData,XLDataRow+1,3)

The chart that is to be used in the mail merge must be created from the data in the range
B1:F2 (plus additional columns as required).

At this point, the chart that is constructed, will be based on the data for the first record in
the data source.

You can test if this is set up correctly by changing the number that is inserted into cell A2,
which will cause the data that is displayed in cells B2, C2, E2, etc changing to that from
the record corresponding to the number that is inserted into cell B3 and the chart will
change so that it now reflects that data.

At this point, the workbook should be saved.


2 The Mail Merge Main Document
The Mail Merge Main Document must be set up as a Letters type main document to
which you attach the data source (Data$) referred to in 1 The Data Source above. The
merge fields are inserted in the normal manner and at the location where the chart is to
be displayed, a table must be inserted. It can be just a one row, one column table if
desired, but the dimensions of the cell into which the chart is to be inserted must be set
so that the chart will fit into it correctly. Into the cell into which the chart will be inserted
you must insert a “Chart” bookmark. To ensure that the cell is selected in the required
manner, use the Select Cell facility on the Select dropdown on the Table Tools Layout tab
of the ribbon

When the bookmark is inserted correctly, with the display of bookmarks turned on, it will
look like:

If it looks like

The cell was not selected in the correct manner and the result will be that when the merge
is executed, the first document will contain the correct chart, but the second will contain
two charts and the third, three charts and so on.

After setting up the Mail Merge Main Document in this way, it must then be saved.
3 Executing the Merge
If the MergeTools - 2022.dotm addin has been saved in the Word Startup Folder, the
following Merge Tools tab will appear on the ribbon

After setting up the Data Source and the Mail Merge Main Document as described in 1
and 2 above, when the Chart Merge button is used, the following dialog will appear:

Depending on which destination for the merge is selected, additional controls will appear.
When data has been inserted or selections have been made in all of the necessary controls,
the Continue button will become enabled and upon clicking on it, the merge will be executed.

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