Mail Merge graph

Question

I am creating a document to send out to individual athletes on a football team after pre-season testing.  I have a mail merge document ready and working to display individual names and scores.  I would like to add a Radar graph to the document to show percentile rankings (graphically) that would need to change with each athlete.  How do I link the graph (word template) to the data (excel document) to adjust with each athlete?

Answer 1

Use my MergeTools – 20140218.dotm Add-in that you can download from the following page of my One Drive:

http://bit.ly/1hduSCB

The file needs to be saved in the Word Startup folder.  In Windows XP the default location for that folder is

C:\Documents and Settings[User Name]\Application Data\Microsoft\Word\STARTUP

In Windows Vista and Windows 7, 8 or 8.1 it is

C:\Users[User Name]\AppData\Roaming\Microsoft\Word\STARTUP

When that has been done and Word is started\re-started, the tab shown below will be added to the Ribbon:

One thing to note is that the field names in the data source must contain only alphanumeric characters (No @,#,$,%,&,(,), etc) and the field names must not start with a numeric character (0-9).

Also download the Mail Merging with Charts document that is on that page.  That document explains how you must set up the Excel Data Source and the Mail Merge Main document to be able to execute a merge with a Chart that is unique to each record in the data source.

Answer 2

Sorry, it only works on Windows.

Answer 3

Hi Doug, 

Is this usable only for Windows?  I have a Mac... :-/