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
    2015-06-04T18:12:05+00:00

    The problem is caused by the "Chart" bookmark not being inserted into the mail merge main document correctly.  You must have the cell of the table selected when you insert the bookmark so that with the display of bookmarks turned on, the bookmark looks like [] and not like it would now look like in your document as |.

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  3. Anonymous
    2015-09-02T21:02:32+00:00

    Doug -

    Thanks for this awesome information and tool. I have not doubt that once I get it working correctly it will save me tons of time. 

    When I'm in Word and ready to run the merge, I get the following error "5941 - The requested member of the collection doesn't exist." Can you help me figure out what is wrong? 

    Thanks in advance!

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  4. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2015-09-02T22:03:59+00:00

    When using the Merge with Charts utility, that message indicates that the “Chart” bookmark is missing from the table in the Mail Merge Main Document into which charts are to be inserted.

    See the Mail Merging with Charts document that is also on the following page of my OneDrive:

    http://bit.ly/1hduSCB

    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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