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
    2015-05-08T00:03:53+00:00

    It would be necessary to customize the add-in to get it to create a single pdf that contains all of the individual documents.  While it can be done, it is not something that the majority of people would want.

    Contact me by email if you want me to develop a customized application for you.

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  2. Anonymous
    2015-05-07T12:19:33+00:00

    Doug,

       I apologize, I usually am a bit more thorough. After looking thru this thread I found the solution to the multiple page output issue was caused by not selecting the complete area in the table cell when inserting the bookmark....my bad. Still it would be nice to output just one pdf containing all records.

    Tks, George ThePorge

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  3. Anonymous
    2015-05-07T11:59:36+00:00

    Doug,

        Thanks for putting this together. I seem to be having an issue with the output however. When I produce a pdf or Word file the 1st record outputs a file with one page. 2nd record creates a file with 2 pages. 3rd record creates a file with 3 pages and  so on and so on. This really wouldn't be an issue however each time the next page/pdf generates it takes a bit longer to process. I created a database with just 250 records and killed it after waiting 6 minutes to get to record 74. Have I over looked a setting that prevents this from happening? Also, it would be great to be able to just produce a single pdf containing all the charts.

    Tks again, George ThePorge

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  4. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2015-03-05T10:32:36+00:00

    If you send me the mail merge main document and the data source, I will investigate the issue.

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