How to do mail merge excel to excel

Mail merge is a powerful feature in Excel that allows you to combine data from two or more worksheets or workbooks into a single output. Here's a step-by-step guide on how to do a mail merge from Excel to Excel:

Prerequisites:

• Two Excel workbooks: one with the data you want to merge (the "data source") and another where you want to merge the data (the "output" workbook).
• Both workbooks should have a common field (e.g., a unique identifier, a name, or an email address) that you can use to match records between the two workbooks.

Step-by-Step Instructions:

1. Open both workbooks: Open the data source workbook and the output workbook.
2. Identify the common field: Identify the common field that you want to use to match records between the two workbooks. This field should be present in both workbooks.
3. Create a query: Go to the "Data" tab in the ribbon and click on "From Other Sources" > "From Microsoft Query". This will open the Microsoft Query editor.
4. Create a query: In the Microsoft Query editor, select the data source workbook and the table that contains the data you want to merge. Then, click on "OK".
5. Specify the join: In the "Query" window, click on the "Join" button and select the common field that you identified earlier. This will join the two tables based on the common field.
6. Specify the output: In the "Query" window, click on the "Output" button and select the output workbook and the table where you want to merge the data.
7. Run the query: Click on the "Run" button to execute the query. This will merge the data from the data source workbook into the output workbook.
8. Review the results: Review the merged data in the output workbook to ensure that it is accurate and complete.

Tips and Variations:

• You can use multiple joins to merge data from multiple tables.
• You can use filters and conditions to control which records are merged.
• You can use the "Append" option instead of "Join" to add new records to the output workbook.
• You can use the "Update" option to update existing records in the output workbook.

Example Scenario:

Suppose you have two workbooks:

• "Customers.xlsx" contains a list of customers with their names, addresses, and phone numbers.
• "Orders.xlsx" contains a list of orders with the customer names, order dates, and order amounts.

You want to merge the data from both workbooks to create a new workbook that contains a list of customers with their orders. You can use the mail merge feature to achieve this.

1. Open both workbooks and identify the common field (customer name).
2. Create a query in Microsoft Query to join the two tables based on the customer name.
3. Specify the output workbook and table where you want to merge the data.
4. Run the query to execute the merge.
5. Review the results to ensure that the data is accurate and complete.

By following these steps, you can perform a mail merge from Excel to Excel and combine data from multiple workbooks into a single output.