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. Anonymous
    2017-06-09T06:38:58+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.

    Dear Doug,

    Thank you very much for your guidance on this forum.

    I am also looking for exactly the same thing, to make a pie chart from Excel data to Word for thousands of data rows. But I have failed to find the add on you have developed on your shared file.

    Will be grateful if you can share the add on again

    Regards

    Sultan

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  2. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2017-01-23T23:13:42+00:00

    Hi Mark,

    Please contact me by e-mail, using the address in my signature with details of what you want, preferrably an Excel workbook containing the charts and the mail merge main document, so that I can customize the add-in as required.

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  3. Anonymous
    2017-01-23T20:31:12+00:00

    Hi doug.

    Utised your merge chart add on and working perfectly. I was wondering if you have one for replicating the chart merge to add multiple charts from the one data set. 

    I'm running total reward statements and looking to add a number of charts including at least 3.  Payment breakdown pie chart, monthly payment breakdown stacked bar chart and a market benchmark bar chart.

    Is there a way ro duplicate the chart bookmark code to include chart 2, chart 3 etc?

    Your expertise would be very much appreciated. I can't understand why microsoft haven't incorporated your code to office already.

    Thanks 

    Mark.

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  4. Anonymous
    2016-07-26T09:14:04+00:00

    Thank you, Doug. 

    And for other readers, the tool he has created works very well.  I am able to generate an individually named PDF report for each person who has taken the assessment which merges canned text, text specific to the assessment pulled from the excel sheet and include the graph. 

    However, you are correct, I have not been able to figure out a way to trigger the report generation automatically when someone responds to the excel survey invitation, so I still have to manually intervene.

    Thanks again, Doug.

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