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
    2013-12-03T17:07:57+00:00

    Hello,

    The pie chart merging tool is great! I have one problem that I'm hoping you can help me on.  Here is the situation. I am creating a statement where I need to merge a pie chart and numbers. The pie chart is working fine while I seem to be losing the formatting on the numbers. For example, the number merges should reflect this format: 10,000, it is merging as 10000. I've checked the formatting in my excel file and it seems to be fine. Can you please help me?

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  2. Anonymous
    2013-12-12T19:20:41+00:00

    I got everything set up, but when I go to click the Merge Chart button, I get a runtime error message.  Any suggestions? Thanks.

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  3. Anonymous
    2014-01-13T20:17:33+00:00

    Doug - love the ADD In.  I am really close, but I am experiencing 2 problems.  1 - I get this error in each of the mail merge fields of the output: Error! No document variable supplied.

    Also, I am getting multiple charts in my output.  Record 1 is fine, but then record two has charts for person 1 and person 2, then record 3 shows charts for #1,2 and 3.  Any ideas what I could do to fix?Thanks

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  4. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2014-01-13T22:40:52+00:00

    The Error! No document variable suppliedis caused by problems with the naming of the fields in the data source.  Specifically in your case, the fields start with a number.  While Mail Merge does get around that issue by prepending M_ to the mergefield, that is only one of a number of accommodations that mail merge makes to handle various forms of field names and it is just too complex for the Merge Tools Add-in to deal with all of the possibilities.

    In my more recent posts advising people of the existence of my add-in, I have taken to including the following information:

    “One thing to note is that the field names in your data source must contain only alphanumeric characters (No @,#,$,%,&,(,), etc) and the field names must not start with a numeric character (0-9).”

    You may however have seen a post that pre-dated my inclusion of the above.

    In the case of the multiple charts, that is caused by the way in which the bookmark was inserted.

    In the document that you sent, it appears as

    When inserting the bookmark, it is necessary to select the cell so that it appears as shown below:

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