how to do a mail merge in word and excel 2007

There are numerous ways that you can work with your data, including the removal of duplicate records or using macros to condense duplicate records into a single record. This means that it may be best to examine the source and do any sorting, condensing, and selecting in the workbook before you do the merge.

The merge feature generally takes information as it is fed from the source document. If you are doing any other type of merge (such as merging to letters or to labels), then you are pretty much out of luck. If you are doing that type of merge, you can find full information on how to group records at this Microsoft Office Support article: This is not something that can be easily done with Word's mail merge capabilities, with one exception: You can do it if you are doing a directory-type merge. She wants to 'group' records so she can put all the records for a given individual into a single merge document. She notes that if she was using SQL she could use 'GROUP BY' to make sure that all the records of a given individual were grouped together. If you're using Excel to build your source document, you simply need to produce a table of all the pertinent information that might be included in this Mail Merge, or a future mailing.Erin wants to do a mail merge using source data that is in an Excel worksheet where it is possible for a given individual to have multiple rows of data. The fields we'll include are Name, Company, Address, City, State and Zip Code - but these specifics aren't essential, so long as you're following the overarching process. Given that it's the most common usage of this technique, our example will centre around placing individual names and addresses on a generic mass mailing. The first step toward a successful Mail Merge is setting up the source document, and ensuring that it's formatted in a way that Word can understand. Mail Merge works by populating specified fields on a document with data from another source, typically a database or spreadsheet. We have used the new Office 2016 for this guide, but the process applies to older versions of Microsoft Word and Excel. Mail Merge is only daunting for the first time, and you can prove that for yourself by working through this walkthrough.

Once you're up and running, you'll be using this feature to create everything from customized index cards to a mass mailing at your place of work. It's easier than you might think - so long as you're clear on how to set up your documents beforehand, and merge them in Word. Just about everyone who's familiar with the Office suite has heard of Mail Merge, but many don't know exactly how the process is carried out. Mail Merge can save you time and effort, so learn the process from start to finish with this guide.

How to do a mail merge in word and excel 2007