Mail Merge with Excel Charts

Anonymous

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

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Doug Robbins - MVP - Office Apps and Services 323.6K MVP Volunteer Moderator

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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Anonymous

2013-06-09T22:08:57+00:00

Hi Doug,

I have been using the MergeTools for sometime now and after a format I re-installed the MergeTools for my Office 2007.

Now suddenly I am getting a strange scenario whereby the charts that are copied and pasted into the merge document as it loops through the excel source, keeps on appending the charts from the previous copy.

E.g. the first document will have the first chart and the second document will have the first chart that was generated and the second one and so on.

I have reviewed the structure of the data, ranges and recreated my Chart bookmark; but can not figure it out.

Have you encountered such a problem before?
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Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator

2013-06-09T23:04:47+00:00

You do not have the chart bookmark defined correctly in the mail merge main document. You must have a space selected when you insert the bookmark so that, with the display of bookmarks turned on, it looks like:

[]

and not like

I
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Anonymous

2013-06-10T01:17:11+00:00

Thank you for the quick response, you are right the Chart bookmark wasn't defined correctly.

However once I implemented the bookmark with a space I received an 5491 or 5941 error (can't remember exactly).

I then worked through your document and found that the chart bookmark needs to be on the table. So to solve this I implemented the bookmark on the table, which worked except that the chart out sized the table and rendered poorly.

The final fix came when I removed the bookmark from the table and selected the only table cell I had, and this allowed the chart enough space and the ability to re-size according to the table size I wanted.

Thanks again for this great tool!

Regards

Nico de Nysschen
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Anonymous

2013-06-10T18:42:00+00:00

Hi Doug,

You are a legend when it comes to the merging of excel charts with MS word. I cant say that I ever got it to work on Office 2k7 or 2k10, but now that I have 2k13i wanted to try it again. Similarly to a couple of others whom you've told to email you directly to resolve their issue, I myself also got an error message in the recorded macro. I have notice lately you may have removed the merge macro from your skydrive. I cannot find it anymore. Can you put it out there again or give me a link where I can get it again?

Thanks in advance.

Steve S.
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