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
    2013-05-29T22:41:49+00:00

    While they start with a mail merge main document, most of the facilities in my Merge Tools Add-in do not use mail merge to perform the task and as part of the process, the mergefields in the main document are converted to docvariable fields and the process assigns the respective data values from each record of the data source to variables in the document and updates those fields to display the data.

    While the code that performs this task could be modified to handle the If...then...Else situations, those modifications would almost certainly need to be unique for each case.

    A better alternative would be to do that manipulation in the data source by using Excel's If...then...Else function.

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  2. Anonymous
    2013-05-29T16:32:16+00:00

    Hi Doug-

    I have been playing with your tool for a few hours now, and really like what it does.  However, I have run into a roadblock.  My mail merge document has many conditional Mergefields (like this -  {If{MERGEFIELD SomeData} "Show this" ""}  ).  These work fine if I just run the Office mail merge, but as soon as I run chart merge, all of the documents end up with the conditions of the first record.  Other (non-conditional) data fields work great - is there any way to tweak my document so the conditional fields still work?

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  3. Anonymous
    2013-05-07T13:10:18+00:00

    I am following all of the steps correctly and when I perform a chart merge, nothing happens (chart is not populated and new files are not generated). Several others in this thread had the same problem, and you resolved it for them. The questions is, how do i fix this?

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  4. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2013-05-07T00:20:36+00:00

    Was there a question here?

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