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
    2014-08-19T16:27:45+00:00

    Hi Doug,

    I know this topic is over 2 years old, but your response was so good I had to register to show my gratitude. Your add-in is brilliant, instructions were clear and it worked an absolute treat for me.

    Looking at the example screenshots you used in your instructional doc, I am putting together a document very similar to yours.. So a massive thank you, and great work!

    I do however have one question regarding the data, and how it appears after the merge.

    I am merging a 'Date of Birth' column, as well as a 'Salary' column - both of which, when in Excel are formatted to look how I would like them to:

    DOB: Set in date format, so that 01/01/1991 appears as 1 January 1991.

    Salary: Set in currency format, so that 19000 appears as £19,000

    My problem is, when I run the mailmerge tools, the finished documents format themselves as the original values.

    Is there any way around this? I have tried setting these cells as plain text, and just pasting the value in, but no matter what I try Excel reverts to the standard for both?

    Thanks again,

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  2. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2014-08-20T00:50:29+00:00

    You need to apply formatting switches to the MergeFields in the Mail Merge Main Document.  See "Formatting Word fields with switches" on fellow MVP Graham Mayor's website at

    http://www.gmayor.com/formatting\_word\_fields.htm

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  3. Anonymous
    2014-08-20T10:41:22+00:00

    Hi Doug,

    Thanks for your response - I've had a look at the website and am currently in the process of formatting as per their instructions.

    After taking a look I decided to go with the date format that includes the Ordinal st,th,rd etc. for each date.

    UPDATE:

    I have got the ordinal 'th' showing, however when I flick through the preview results, even when it comes to a date like the 3rd, it shows as 3th.. 21th etc.

    Would you be able to take a look at the attached picture and let me know where I may be going wrong?

    This is my first experience tampering with the field codes, so am not sure what to look for..

    Thank you.

    Field code:

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  4. Anonymous
    2014-08-20T14:34:10+00:00

    Doug, thanks for your help with this tool.  It works almost perfectly for me.  The problem I'm running into is that when I merge the documents, the 2nd document has the 1st and 2nd charts on it.  The 3rd letter has the 1st, 2nd and 3rd charts on it, etc.

    Do you know what I need to do to correct this so that there is only 1 chart per letter?

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