Mail merge excel to excel

A classic!

Mail merge is a powerful feature in Microsoft 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 perform a mail merge from Excel to Excel:

Prerequisites:

1. Two Excel workbooks: Source.xlsx (contains the data you want to merge) and Target.xlsx (contains the template you want to merge into).
2. Both workbooks should have the same data structure (e.g., same columns, same data types).

Step-by-Step Instructions:

1. Open both workbooks: Open Source.xlsx and Target.xlsx in separate Excel windows.
2. Select the data range: In Source.xlsx, select the entire data range you want to merge (e.g., A1:E100).
3. Go to the "Data" tab: In the "Home" tab, click on the "Data" tab in the ribbon.
4. Click on "From Text": In the "Data Tools" group, click on the "From Text" button.
5. Select the source file: In the "Text Import Wizard", select "Excel Files" as the file type and browse to Source.xlsx. Select the entire workbook (e.g., Source.xlsx!A1:E100).
6. Choose the delimiter: Since you're merging Excel files, you don't need to specify a delimiter. Click "Next".
7. Select the data range: In the "Import Data" dialog box, select the entire data range you want to merge (e.g., A1:E100).
8. Click "Finish": The data from Source.xlsx will be imported into a new worksheet in Target.xlsx.
9. Merge the data: In Target.xlsx, select the entire data range you want to merge into (e.g., A1:E100).
10. Go to the "Data" tab: In the "Home" tab, click on the "Data" tab in the ribbon.
11. Click on "Merge": In the "Data Tools" group, click on the "Merge" button.
12. Select the merge type: Choose "Merge Data" as the merge type.
13. Select the source data: In the "Merge Data" dialog box, select the data range you imported in step 7 (e.g., Source.xlsx!A1:E100).
14. Click "OK": The data from Source.xlsx will be merged into Target.xlsx.

Tips and Variations:

• You can also use the "Power Query" feature in Excel to perform a mail merge. To do this, go to the "Data" tab, click on "New Query" > "From Other Sources" > "From Microsoft Query", and then follow the prompts.
• If you have a large dataset, you may want to consider using a third-party add-in or a scripting language like VBA to perform the mail merge.
• You can also use the "Mail Merge" feature in Microsoft Word to merge data from Excel into a Word document.