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
    2014-09-18T14:43:43+00:00

    Dear Doug,

    I am using your guide and word add-in to produce letters incuding a chart. Everything seems to be working fine until the chart merge occurs.

    Here's what i am doing in my test files:

    1. 'Data' sheet: Simple 3 row table containing merge items (mainly dates) and of course including the data for the chart
    2. 'Chart' sheet: Set up as instructed so when i change the number in cell B3 the data/chart changes etc.
    3. In my word doc - i have set up word so it keeps the excel cell 'formats'
    4. Perform a normal 'Letters' merge with the basic merge fields (mainly dates)
    5. Preview it all and it looks fine (correct formats from excel)
    6. Carry out the 'Chart Merge' as per your add-in ribbon
    7. All seems to work and it produces 3 word documents to the specified folder

    The problem is when i inspect the letters we have the following problems:

    1. The formats have been lost in the dates e.g. in excel it shows as 01-Sep-2014, but in the letter the format seems to a reverted back to the basic 1/9/2014
    2. The 1st letter contains the correct chart
    3. the second letter contains the correct chart but also includes the 1st record chart as well - so 2 charts
    4. The third letter contains the correct chart but also includes the 1st record chart as well and also the second record chart - so 3 charts

    Not sure what i'm doing wrong but would be extremely grateful for you help!

    Many thanks

    Edwin Alexanian

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  2. Anonymous
    2014-09-18T14:21:21+00:00

    Hi Doug,

    Does your add-on work with Publisher?

    Thanks,

    Jen

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  3. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2014-09-11T22:43:21+00:00

    If you send me the data source and the mail merge main document that you are using, I will investigate the issue.

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  4. Anonymous
    2014-09-11T13:23:22+00:00

    Hi Doug,

    I have tried to use you tool in office 2013.

    I am getting the below error

    -2147467259

    Method 'Value' of object 'Variable' failed.

    Can you please help me with this.

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