How do i mail merge on excel from multiple worksheets
Mail merging in Excel is a powerful feature that allows you to combine data from multiple worksheets into a single document, such as a letter or report. Here's a step-by-step guide on how to mail merge on Excel from multiple worksheets:
Prerequisites:
- Your data should be organized in separate worksheets, each containing a unique set of data.
- Each worksheet should have a header row with column names.
- You should have a template document (e.g., a Word document or a PDF) that you want to merge with the data.
Step 1: Prepare your data
- Open your Excel file and select all the worksheets that contain the data you want to merge.
- Go to the "Data" tab in the ribbon and click on "From Multiple Sources" > "From Microsoft Query".
- In the "Query Wizard" dialog box, select "Use an external query" and click "Next".
- Choose the first worksheet as the data source and click "Finish".
- Repeat steps 2-4 for each additional worksheet, adding each one as a new data source.
Step 2: Create a mail merge
- Go to the "Data" tab in the ribbon and click on "Mailings" > "Start Mail Merge".
- In the "Mail Merge" dialog box, select "Step-by-Step Mail Merge" and click "Next".
- Choose the template document you want to merge with the data and click "Open".
- In the "Mail Merge" dialog box, select the data source (the combined data from all worksheets) and click "Next".
Step 3: Map the data
- In the "Select Recipients" dialog box, select the first worksheet as the recipient list.
- In the "Write & Insert Fields" dialog box, select the column headers from the first worksheet and map them to the corresponding fields in the template document.
- Repeat steps 1-2 for each additional worksheet, mapping the column headers to the corresponding fields in the template document.
Step 4: Merge the data
- Click "Finish & Merge" to merge the data with the template document.
- Choose the output format (e.g., Word document, PDF, or email) and click "OK".
- Review the merged document to ensure that the data is correctly merged and formatted.
Tips and Variations:
- To merge data from multiple worksheets with different structures, you can use the "Merge & Edit" feature in the "Mailings" group.
- To merge data from multiple worksheets with different column headers, you can use the "Map Fields" feature in the "Write & Insert Fields" dialog box.
- To merge data from multiple worksheets with different data types (e.g., text, numbers, dates), you can use the "Format" feature in the "Write & Insert Fields" dialog box.
By following these steps, you can successfully mail merge data from multiple worksheets in Excel.