Intro to Excel - Session 6.21 Tutorial 6 - Session 6.2 Integrating Excel with Other Windows Programs and the World Wide Web
Intro to Excel - Session 6.22 Session 6.2 Objectives Complete a mail merge View documents from a mail merge Preview a mail merged document
Intro to Excel - Session 6.23 Customizing a Form Letter Use an Excel list as a data source Use a Word document as the destination
Intro to Excel - Session 6.24 Planning the Form Letter Form letter –Main document –Merge fields Data source Mail merge
Intro to Excel - Session 6.25 Figure 6-23, page 6.23
Intro to Excel - Session 6.26 Creating the Main Document Select Tools Mail Merge… Push the Create button and select the type of document Click the Active Window button (continued)
Intro to Excel - Session 6.27 Creating the Main Document Click the Get Data button and select the source data
Intro to Excel - Session 6.28 Inserting Merge Fields Position the insertion point Select Insert Merge Field on the Mail Merge toolbar Select the name of the field you want to insert Figure 6-26, page 6.25
Intro to Excel - Session 6.29 Performing the Mail Merge Display the completed main document Push the Mail Merger Helper button on the Mail Merge toolbar Push the Merge… button (continued)
Intro to Excel - Session Performing the Mail Merge Specify the destination for the merge results in the Merge dialog Push the Merge button
Intro to Excel - Session Specifying Records of Interest Pushing the Query Options… button of the Merge dialog
Intro to Excel - Session Preview a Merged Documents Push the View Merged Data button on the Mail Merge toolbar Use the navigation buttons on the Mail Merge toolbar to view other records