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
- 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.
- 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.
- Format the graph(s) as needed, including adding titles, labels, and legends.
Step 2: Save the Excel file as a CSV file
- Go to the "File" menu in Excel and select "Save As."
- Choose "CSV (Comma delimited)" as the file type.
- Save the file with a name, such as "Data.csv."
Step 3: Create a Word document with a mail merge
- Open Word and create a new document.
- Go to the "Mailings" tab in the ribbon.
- Click on "Start Mail Merge" and select "Step-by-Step Mail Merge Wizard."
- Follow the wizard to create a new mail merge document.
Step 4: Link the Excel data to the Word document
- In the Mail Merge Wizard, select "Use an existing list" and then "Browse" to locate the CSV file you saved earlier.
- Select the CSV file and click "Open."
- 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
- In the Word document, place your cursor where you want to insert the graph.
- Go to the "Insert" tab in the ribbon and select "Picture" or "Chart."
- Browse to the location where your Excel file is saved and select the graph you want to insert.
- Click "Insert" to add the graph to the Word document.
Step 6: Format the graph(s) in the Word document
- Resize the graph as needed to fit the layout of your document.
- Adjust the graph's formatting, such as adding titles, labels, and legends, as needed.
Step 7: Merge the data and graphs
- Go back to the Mail Merge Wizard and click "Finish & Merge" to merge the data and graphs.
- 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.