Mail merge graphs from excel to word

A classic task!

To mail merge graphs from Excel to Word, you'll need to follow these steps:

Step 1: Prepare your data in Excel

  1. Create a table in Excel with the data you want to use for the mail merge. Make sure the table has a header row with column names.
  2. Insert the graph(s) you want to include in the mail merge. You can use various types of graphs, such as column charts, line charts, or pie charts.
  3. Format the graph(s) as needed, including adding titles, labels, and legends.

Step 2: Save the Excel file as a CSV file

  1. Go to the "File" menu in Excel and select "Save As."
  2. Choose "CSV (Comma delimited)" as the file type.
  3. Save the file with a name, such as "Data.csv."

Step 3: Create a Word document with a mail merge

  1. Open Word and create a new document.
  2. Go to the "Mailings" tab in the ribbon.
  3. Click on "Start Mail Merge" and select "Step-by-Step Mail Merge Wizard."
  4. Follow the wizard to create a new mail merge document.

Step 4: Link the Excel data to the Word document

  1. In the Mail Merge Wizard, select "Use an existing list" and then "Browse" to locate the CSV file you saved earlier.
  2. Select the CSV file and click "Open."
  3. In the "Select Table" dialog box, select the table that contains the data you want to use for the mail merge.

Step 5: Insert the graph(s) into the Word document

  1. In the Word document, place your cursor where you want to insert the graph.
  2. Go to the "Insert" tab in the ribbon and select "Picture" or "Chart."
  3. Browse to the location where your Excel file is saved and select the graph you want to insert.
  4. Click "Insert" to add the graph to the Word document.

Step 6: Format the graph(s) in the Word document

  1. Resize the graph as needed to fit the layout of your document.
  2. Adjust the graph's formatting, such as adding titles, labels, and legends, as needed.

Step 7: Merge the data and graphs

  1. Go back to the Mail Merge Wizard and click "Finish & Merge" to merge the data and graphs.
  2. Select "Edit Individual Documents" to create a separate document for each record in your data.

That's it! You should now have a Word document with a mail merge that includes graphs from your Excel data.