Friday, February 25, 2011

How to Merge an Excel Spreadsheet Into Word Labels


1. Open Word. Click on the 'Mailings' tab in Word 2007, then on 'Start Mail Merge.'
2. Click on 'Labels.' Select the type of printer you'll use to print the labels, the label manufacturer, and the product number in the 'Label Options' dialog box.
3. Click on the Office button located at the top left part of the Word screen if this is the first time you have connected to a data source in Word. Click 'Advanced,' 'General,' and then 'Check File Format Conversion on Open'. Click 'OK.'
4. Click 'Select Recipients' on the 'Mailings' tab, and then 'Use Existing List.' Browse for the Excel worksheet needed in the 'Select Data Source' dialog box. Double click on it. Click 'MS Excel Worksheets via DDE (*.xls') in the 'Confirm Data Source' dialog box, and then OK. Click 'Show All' if you do not see 'MS Excel Worksheets via DDE (*.xls)' in the 'Confirm Data Source' dialog box.
5. Select 'Named or Cell Range' in the Microsoft Office Excel dialog box, and enter the range of cells or worksheet with the information you want to merge.
6. Click on 'Mailings,' 'Start Mail Merge,' 'Edit Recipient List' if you want to select a subset of individual records (rows in Excel) to include in your list. Check or uncheck individual records as needed by clicking the check mark next to individual recipients that come up. Another option is to click on one of the composite fields that includes regularly used combinations of information such as 'Address Block.' Click on 'Mailings,' 'Write and Insert Fields,' and 'Match Fields' if you want to connect Word's mail merge fields to Excel's column data. Choose your column headings from the drop down menus on the right on each row that correspond to the parts of an address on the left side of the 'Match Fields' dialog box. Not all of the address parts will match a column heading. They will show up as empty placeholders on your label.
7. Click in the label document where you want to insert the first field of information. Click 'Mailings,'Write and Insert Fields' to add the address block or individual fields to your labels. Use punctuation such as spaces, deletion of spaces, or commas to make your labels look as you wish. Click 'Update Labels' in 'Write and Insert Fields.' Format your data fields in a label with the font, text color, and other changes you want to make.
8. Highlight the label you formatted. Press 'Ctrl-Shift-C' on the keyboard to copy the formatting of the label. Click 'Ctrl-A' to highlight all of the labels, and then 'Ctrl-V' to paste the formatting to all of the labels.
9. Click 'Preview Results' in the 'Mailings' tab. Click 'Next Record' and 'Previous Record' to preview each label in the document. Click 'Find Recipient' to look at a specific label.
10. Click 'Mailings,' 'Finish,' 'Finish and Merge,' 'Edit Individual Documents.' Select whether you want to edit the label currently on the screen, a set of labels, or all of the labels. The labels you want to edit will be saved to a separate file. Save the main label file if you want to work with the label set again in the future.
 

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