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
    2014-02-27T15:18:46+00:00

    I had the same error. It was because I used a special character in the header row. It also doesn't like labels that begin with a number, like "401k".  I renamed that header "k401" and removed a dash and a forward slash and all the errors went away.

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  2. Anonymous
    2014-02-27T15:26:17+00:00

    Thank you very much for your dotm file and instructions. I used them to create a detailed compensation report and chart for every employee. One hiccup I had was I didn't select the whole cell in the table when adding the bookmark - I put the curser in the cell and added the bookmark. Also, as a formatting note, I made the table lines transparent so they wouldn't show up in the finished document.  Thanks again!

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  3. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2014-02-27T22:44:09+00:00

    That hiccup is common.

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  4. Anonymous
    2014-03-01T21:16:21+00:00

    Hi there,

    I just stumbled on this thread today as I was looking for a way to merge excel data into word and include pie charts from that data.  I opened the link you provided to the merge tools.  When I try a File - Save As to save it to my startup menu, I don't have the folders that you mention.  I don't have an AppData or Roaming Directory.  I have Windows 7.  Can you suggest where I should look or where I should save it?  I am using MS Office 2010.

    Any help is appreciated....

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