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
    2014-03-01T21:59:05+00:00

    In Windows Explorer, click on the Organize drop down and then on Folder and search options and in the Folder Options dialog that appears, go to the View tab and click on Show hidden files, folders and drives.

    While you are there, also uncheck the box for Hide extensions for known file types.

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  2. Anonymous
    2014-03-02T14:11:30+00:00

    Hi Doug,  thank you for your reply.  

    I've saved it in the Startup menu.  I closed Word and reopened it and the merge tools are not appearing on the ribbon.  Do I need to shut my laptop down completely?  I took screenshots, but I don't see any way to attach them here.  

    Since I didn't have the merge tools on my own ribbon, I opened your file last night and the merge tools appeared on the ribbon when it opened your file.  I tried to create my merge document in that window and ran into a few issues: 

    I don't seem to be able to insert merge fields in my word document unless I am using the merge wizard and have selected the recipients beforehand.  When I selected 'use an existing list', I browsed to the excel data file I created following your instructions.  I am being given a list of things to select:  Chart$,Chart$XLDataRow,Data$,Sheet3$, XLChartData.   I tried it choosing several of the options.  I am getting my normal merge fields to populate, but nothing in the pie chart area.  When I click the Chart Merge field in the tools ribbon I get an error 1004 Application-defined or object-defined error.

    Can you give me any suggestions?  Thanks in advance......

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  3. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2014-03-02T23:06:15+00:00

    If you go to the Developer tab of the ribbon (Enable it via File>Options>Customize Ribbon if necessary) and then click on Document Template, do you see the Merge Tools add-in listed in the Checked items are currently loaded list under Global templates and add-ins?

    If not, you have not saved the file that you downloaded in the correct place.  If it is there, and there is no check mark against it, the put a check mark in the box.  (that should happen automatically when you start Word)

    Have you downloaded and read the Mail Merging with Charts document?

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  4. Anonymous
    2014-03-03T00:13:56+00:00

    Hi Doug,

    I opened the Document Template in the Developer tab and it's not displaying.  I've saved it in the right place and I can see it there.  Do I need to give it a particular name when saving it?  

    Also, I have downloaded the Mail Merging and Charts Document and used it to create my excel data.  

    Thanks for your assistance.  

    Karen

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