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#1
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Inserting pie chart into mail merge document
I'm trying to get a pie chart in a mail merge document to
change with each record in the datasource (an excel file). I've placed the merge fields for the two figures I wish represented in the pie chart in a table. I've then successfully added the pie chart, but always shows the data from the first record. Is there anyway to set up the main document so that the chart changes according to the data for each record? |
#2
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Inserting pie chart into mail merge document
Hi Vicki,
This is not something mail merge can do for you, without quite a bit of help. Either manually or with VBA code. Which version of Office do you have? I'm trying to get a pie chart in a mail merge document to change with each record in the datasource (an excel file). I've placed the merge fields for the two figures I wish represented in the pie chart in a table. I've then successfully added the pie chart, but always shows the data from the first record. Is there anyway to set up the main document so that the chart changes according to the data for each record? Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Sep 30 2003) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e-mail :-) |
#3
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Inserting pie chart into mail merge document
We're working in 2002 SP2 for both Word and Excel.
-----Original Message----- Hi Vicki, This is not something mail merge can do for you, without quite a bit of help. Either manually or with VBA code. Which version of Office do you have? I'm trying to get a pie chart in a mail merge document to change with each record in the datasource (an excel file). I've placed the merge fields for the two figures I wish represented in the pie chart in a table. I've then successfully added the pie chart, but always shows the data from the first record. Is there anyway to set up the main document so that the chart changes according to the data for each record? Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Sep 30 2003) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e-mail :-) . |
#4
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Inserting pie chart into mail merge document
We're working in 2002 SP2 for both Word and Excel.
OK. I'll outline the three (or four) basic approaches that can be used. One of them requires macro code; the other three are really only do-able using macros, but could be done manually: 1. Create a separate pie chart for each record in Excel. Add a merge field to the data source that contains the corresponding NAME for each chart sheet. Use this merge field in a LINK field to link the chart across for the merge. Merge to a new document, Ctrl+A, then F9 to update the LINK fields. 2. The approach you tried already, linking a table in Word to an MS Graph chart. But then you have to manually "view" each record and print that out. Executing the mail merge won't work because the bookmark that links the table into the chart is lost. 3. Similar to (2), but you create the charts AFTER the mail merge. 4. In Word 2002/2003 there's a VBA-thing that would let you create the charts on-the-fly, using either a table in the document, or data from an outside source. Of these, I think only (2) would be acceptable to do manually. Whether you'd actually want to do it would depend on how many records you'd have to cycle through. If you're not in a hurry, I'm planning to work up (4) for a book. I just don't know when I'll get to it (over the weekend, I hope!) -----Original Message----- Hi Vicki, This is not something mail merge can do for you, without quite a bit of help. Either manually or with VBA code. Which version of Office do you have? I'm trying to get a pie chart in a mail merge document to change with each record in the datasource (an excel file). I've placed the merge fields for the two figures I wish represented in the pie chart in a table. I've then successfully added the pie chart, but always shows the data from the first record. Is there anyway to set up the main document so that the chart changes according to the data for each record? Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Sep 30 2003) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e-mail :-) |
#5
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Inserting pie chart into mail merge document
Thanks for the info! We have about 1300 records to merge
so I don't think we'll opt for the manual procedure. I am interested in the 4th option, so please pass it on when complete. -----Original Message----- We're working in 2002 SP2 for both Word and Excel. OK. I'll outline the three (or four) basic approaches that can be used. One of them requires macro code; the other three are really only do-able using macros, but could be done manually: 1. Create a separate pie chart for each record in Excel. Add a merge field to the data source that contains the corresponding NAME for each chart sheet. Use this merge field in a LINK field to link the chart across for the merge. Merge to a new document, Ctrl+A, then F9 to update the LINK fields. 2. The approach you tried already, linking a table in Word to an MS Graph chart. But then you have to manually "view" each record and print that out. Executing the mail merge won't work because the bookmark that links the table into the chart is lost. 3. Similar to (2), but you create the charts AFTER the merge. 4. In Word 2002/2003 there's a VBA-thing that would let you create the charts on-the-fly, using either a table in the document, or data from an outside source. Of these, I think only (2) would be acceptable to do manually. Whether you'd actually want to do it would depend on how many records you'd have to cycle through. If you're not in a hurry, I'm planning to work up (4) for a book. I just don't know when I'll get to it (over the weekend, I hope!) -----Original Message----- Hi Vicki, This is not something mail merge can do for you, without quite a bit of help. Either manually or with VBA code. Which version of Office do you have? I'm trying to get a pie chart in a mail merge document to change with each record in the datasource (an excel file). I've placed the merge fields for the two figures I wish represented in the pie chart in a table. I've then successfully added the pie chart, but always shows the data from the first record. Is there anyway to set up the main document so that the chart changes according to the data for each record? Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Sep 30 2003) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e- :-) . |
#6
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Inserting pie chart into mail merge document
Hi Vicki,
We have about 1300 records to merge so I don't think we'll opt for the manual procedure. I am interested in the 4th option, so please pass it on when complete. Uploaded to my website today. Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Jun 16 2004) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e-mail :-) |
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