How to use mail merge in excel 2007 with example

Mail merge is a powerful feature in Microsoft Excel that allows you to combine data from a spreadsheet with a document template to create multiple documents with unique information. Here's a step-by-step guide on how to use mail merge in Excel 2007 with an example:

Prerequisites:

• Microsoft Excel 2007
• A document template (e.g., Word document, PDF, or text file)
• A spreadsheet with data you want to merge

Step 1: Prepare your data

Create a spreadsheet with the data you want to merge. In this example, we'll use a simple table with the following columns:

Step 2: Create a document template

Create a document template in Word or another application. For this example, we'll use a simple Word document with a placeholder for the merged data:

Document Template:

Dear [Name],

Your address is: [Address] City: [City] State: [State] ZIP: [ZIP]

Sincerely, [Your Name]

Step 3: Set up the mail merge

In Excel, go to the "Data" tab and click on "Mailings" in the "Tools" group. Then, click on "Start Mail Merge" and select "Step-by-Step Mail Merge Wizard".

Step 4: Choose the document type

In the Mail Merge Wizard, select "Word Document" as the document type and click "Next".

Step 5: Select the document template

Browse to the location of your document template and select it. Click "Next".

Step 6: Choose the data source

Select the spreadsheet with your data as the data source. Click "Next".

Step 7: Map the fields

Map the fields in your spreadsheet to the corresponding placeholders in the document template. In this example, we'll map the following fields:

• Name: [Name]
• Address: [Address]
• City: [City]
• State: [State]
• ZIP: [ZIP]

Click "Next" after mapping all the fields.

Step 8: Preview and merge

Preview the merged document to ensure everything looks correct. If everything looks good, click "Finish & Merge" to merge the documents.

Step 9: Save the merged documents

Save the merged documents to a location of your choice. You can save them as individual files or combine them into a single file.

That's it! You've successfully used mail merge in Excel 2007 to combine your data with a document template.

Tips and Variations:

• You can use mail merge with other document types, such as PDFs or text files.
• You can use formulas and formatting in your spreadsheet to customize the merged documents.
• You can also use mail merge to merge data with other data sources, such as databases or text files.
• If you're using a large dataset, you may want to consider using a more advanced mail merge tool or scripting language to automate the process.