microsoft excel training - Mail Merge

Resolved · Low Priority · Version Standard

Thu 13 Dec 2007, 12:50 Delegate Gemma said...

Gemma has attended:
PowerPoint Introduction course

Mail Merge

can you e-mail me step by step instructions on this that I can refer to

Mon 17 Dec 2007, 14:47 Trainer Sandy said...

RE: Mail Merge

Hi Gemma

Nice to hear from you after your course on Excel Intermediate last week.

I believe that I have read your message correctly and that you wish to learn how to mail-merge from Excel into Word.

1. In your Excel worksheet it would be best to have the fieldnames (in columns) in the first row of your worksheet.

2. Save your workbook as a normal Excel worbook.

3. Open Word, with a new document.

4. Open the Excel workbook in Word, by selecting the file type of Microsoft Excel Workbook (*.xls)

5. You can now save the data from Excel which appears in a table.

6. Close the Word document.

7. Create a new Word document, selecting Tools menu, Letters and Mailings, to continue on with creating a mail merge.

Gemma I believe you said you had version 2000 at the office. I have created these instructions using 2002.

Hope this helps
Sandy

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Training information:

Excel tip:

Use the Format Painter to copy formatting more than once in Excel

The format painter tool provides a quick and easy way to copy formatting from one cell to another in Word.

The only problem is that if you click the Format Painter once to turn it on, you can only click and drag over a single cell or adjacent range of cells; then the Format Painter turns itself off automatically.

If you want to copy formatting to cells or groups of cells that are not adjacent to each other, double-click the Format Painter - this way you will be able to copy formatting to multiple cells.

When you have finished using Format Painter, press the Esc key or click on the Format Painter button once to turn it off.

View all Excel hints and tips