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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  2. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2015-06-04T18:12:05+00:00

    The problem is caused by the "Chart" bookmark not being inserted into the mail merge main document correctly.  You must have the cell of the table selected when you insert the bookmark so that with the display of bookmarks turned on, the bookmark looks like [] and not like it would now look like in your document as |.

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  3. Anonymous
    2015-06-04T17:44:29+00:00

    I am having a problem where all of the charts are going into all of the documents. Is there a way to make sure that only one chart merges with each document?

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  4. 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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