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
    2013-02-18T09:59:12+00:00

    Hi Doug,

    I was hoping you might be able to share how you helped fix the issue David Yu reported in this thread. I am pretty sure I have exactly the same problem.

    I would really appreciate any advise / help you can give.

    Many thanks in advance.

    Lisa

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  2. Anonymous
    2013-02-12T11:53:34+00:00

    Hi

    Can you advise how you got around this problem as I seem to have the same issue?

    Many thanks.

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  3. Anonymous
    2013-02-12T11:02:24+00:00

    Hi Doug,

    I wonder if you might be able to advise?

    I completed the installs, created the excel data chart with all the names as indicated in your instructions, I get all the way through to executing the merge and can select the destination and file storage location but at this point the merge fails. I do not get the "continue" button your instructions suggest should follow. I simply remain on the merge page and all of the macros disappear? Is this a familiar issue?

    I can send the test files I have created if this helps explain my query better.

    Many thanks.

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  4. Anonymous
    2013-02-12T09:41:39+00:00

    This appears to be a file access issue. IT have been able to down load the files for me but we don't seem to be able to activate the add-in. We have saved the file suggested and can see there are macros in this.

    I think I found the add ins now thanks

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