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

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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.

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  1. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2014-10-02T22:43:22+00:00

    See "Formatting Word fields with switches" on fellow MVP Graham Mayor's website at

    http://www.gmayor.com/formatting\_word\_fields.htm

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  2. Anonymous
    2014-10-02T18:53:03+00:00

    Doug, the tool is working very well for me.  Thanks for putting this together.

    Is there a way to include commas in the data that accompanies the chart?  When working with 5, 6 and 7+ digit numbers, it looks bad for there to not be commas.  In my mail merge document I have a grid that contains merge fields and also the pie chart that the Merge Tools add-in is creating.

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  3. Anonymous
    2014-09-19T08:58:25+00:00

    Hi Doug, thanks for getting back so quickly :)

    Works a treat - many many thanks!!

    Kindest Regards, Edwin Alexanian

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  4. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2014-09-18T21:54:46+00:00

    For the formatting issue, you need to apply the appropriate formatting switches to the mergefields in the mail merge main document.

    See "Formatting Word fields with switches" on fellow MVP Graham Mayor's website at

    http://www.gmayor.com/formatting\_word\_fields.htm

    The multiple charts in all but the first document are caused by the Chart bookmark not being defined correctly in the mail merge main document.  When inserting that bookmark, you must select the cell of the table as shown below:

    so that with the display of bookmarks activated, the bookmark looks like

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