In the next row, state AND logic for the second logical test, and then specify Course Date-Time, Less than and enter the date of.Type the (date written in dd/mm/yyyy format) in the Compare to: column. In the Comparison: list, specify Greater than or equal.In the Filter Records tab, of the Filter & Sort window, select Course Date-Time from the Field: list.Click the Filter link below the list of records.Also, note the options to Find duplicates and the checkboxes to exclude specific records.įor this mail merge from Excel to Word example, we want to email course attendees for a specific week only. These could be used to filter for attendees of a specific course only or for courses within a specific date range. Note the filter arrows along the header row. Thankfully, you can filter, sort, and manually exclude records from a mail merge.Ĭlick the Edit Recipient List button on the Mailings tab of the Ribbon to show the Edit Recipients List window. The Excel data is ready for use, but you might not want to merge all records in the Excel list. Buttons on the Mailings tab including Edit Recipient List, Insert Merge Field, and Finish & Merge are active, confirming the connection to source data. The Word document is connected to the Excel workbook and ready to use the data for its data source. Select the Data sheet in the list and click OK. The Data sheet contains the course attendee details we need for this first example. The Select Table window lists all sheets within the workbook. Locate and select the data-source.xlsx workbook that we are using for the data source of our Excel mail merge. The next step is to connect to the Excel workbook that contains the list to merge with.įrom the Mailings tab, click Select Recipients > Use an Existing List. You can then begin the mail merge by specifying the type of document you are merging.Ĭlick Mailings > Start Mail Merge > Email Messages. An asterisk has been entered in the place where the mail merge field will be inserted later in this tutorial. This is a standard document that we will send to all course attendees. The Excel workbook should be closed before you begin the mail merge process.įor this example, we also have our reminder email written. And also a column containing the email address of each recipient. It includes columns/fields such as name, course title, and date-time, which are required for the personal details in the email. The following image shows the Excel list that will be used for our first mail merge from the Excel example. These header names will become the title of the mail merge fields during the process of merging, so they should be easy to identify. It is important to use the first row in your list for headers. When preparing a spreadsheet for mail merge, a simple Excel list is all that is required. Step 1 - Prepare your Excel list for mail merge And a second example is where we merge from Excel to Word labels. One is to send a personalized email to recipients in an Excel spreadsheet. This tutorial will demonstrate two mail merges in Word from Excel examples. This information is typically personal data such as name and address, but it can be any information you have in the spreadsheet that you want to include in the finished document. In short, any scenario where you need to produce multiple copies of the Word document with information that changes for each recipient. Examples include reports, certificates, invitations, leaflets, labels, and of course, letters from where it gets its name. What can you use mail merge for?Īny Word document can be used for a mail merge from Excel. When the document is merged, the mail merge fields are replaced by the values from the corresponding record in the Excel list.Ī 'mail merge' means using a single document and a source list to generate a personalized copy for each recipient. The Word document contains mail merge fields for the input of personalized information. A separate document is generated for each record in the Excel list. A mail merge works by importing a source document with personalized values, in this instance, an Excel data set, into a Word document.
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