Mail Merge with Excel Charts

Anonymous
2012-06-09T04:40:44+00:00

HI,

I need to execute mail merge with excel charts, there are 100+ records in excel.

Based on certain data field i need to create a pie chart.

Using mail merge i am expected to have different pie chart for each record

Is their any way to create this functionality in office 2010 ???

Regards

Ankit

Microsoft 365 and Office | Word | For home | Windows

Locked Question. This question was migrated from the Microsoft Support Community. You can vote on whether it's helpful, but you can't add comments or replies or follow the question.

0 comments
Answer accepted by question author
Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
2012-06-09T08:29:11+00:00

HI,

I need to execute mail merge with excel charts, there are 100+ records in excel.

Based on certain data field i need to create a pie chart.

Using mail merge i am expected to have different pie chart for each record

Is their any way to create this functionality in office 2010 ???

Regards

Ankit

Download the MergeTools – 20120609 Add-in that I created from the following page of my Windows Live SkyDrive:

https://skydrive.live.com/?cid=5aedcb43615e886b#cid=5AEDCB43615E886B&id=5AEDCB43615E886B%21111

and also the Mail Merging with Charts document that is also on that page.  That document explains how you must set up the Excel Data Source and the Mail Merge Main document to be able to execute a merge with a Chart that is unique to each record in the data source.

Was this answer helpful?

80+ people found this answer helpful.
0 comments

146 additional answers

Sort by: Most helpful
Most helpful Newest Oldest
  1. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2013-10-27T23:56:23+00:00

    In the cell where you want to insert the chart, press the space bar, then select that space and then insert the bookmark.

    The error no document variable is almost certainly caused by problems with the names of some of the fields in the data source.  They must not contain non-alphanumeric chacters such as @#$%E^&*(){}[] etc.; they must not start with a numeral or a space.

    If you\your friends are still having problems, if you send me the mail merge main document and the data source, I will investigate the issue.

    Was this answer helpful?

    0 comments
  2. Anonymous
    2013-10-27T23:06:21+00:00

    Hello,

    I followed the instructions to insert a bookmark into my document supplied by Mr. Robbins,

    however, with the display on, my bookmark always looks like "I", and not" [] "as indicated in another post..

    I am inserting the bookmark in my table, but no matter what I do, it does not work.

    Also- some of my fields have an "error! no document variable".

    What am I doing wrong?

    Was this answer helpful?

    0 comments
  3. Anonymous
    2013-08-30T16:07:12+00:00

    Hello Doug

    I've customized a letter file to include 2 graphs (as bookmarks Graph1 and Graph2 instead of Chart). Maybe that's the reason this doesn't work. But how to combine more than one graph in one report then?

    And - second issue - is it possible that the complexity of a graph can be limitative? My 2-axis graph cannot be published.

    I send you my files by e-mail now.

    May I ask you to throw an eye on it?

    Thanks a lot!

    Geert

    Was this answer helpful?

    0 comments
  4. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2013-07-07T02:58:00+00:00

    Such errors are usually caused by your using field names in the data source that contain non-alphanumeric characters, such as $, %, &, etc., or using field names that start with a numeral.  While Word's native mail merge makes changes to the name of the mergefield to accommodate the use of such field names, for simplicity sake, I have not included all of the necessay features in the code to do likewise.

    You should therefore make sure that you only use Alphanumeric characters in the field names.

    Was this answer helpful?

    0 comments