Docstoc

MASTERING EXCEL FORMULAS AND FUNCTIONS

Document Sample
MASTERING EXCEL FORMULAS AND FUNCTIONS Powered By Docstoc
					 Get Personal with
Your Customers and
  Microsoft Word

    Mail Merge
      Presented by: Mitzi Katz
    Gibson Computer Associates
          (303) 549-4972
           mitzikatz.com

                                 1
          Applications for Merging
   Personalize letters

   Create a wide variety of labels
       Mailings
       File folder labels
       CD labels
       Name badges
       Table tents

   Directories and catalogs are at your fingertips

                                                      2
     Merging Components
Word Document:                   Data Source Document:
    Letters                         Excel Worksheet
    Labels                             Word Table
   Directory                        Outlook Contacts




                 New merged document




                                                         3
                      Basic “Gotchas”
 Begin with the Word document open that will be
  used as the merge form
 Begin with the data source document saved and
  closed.
       Data in good working order
         • Accurate and complete
                Consistent data
                No gaps - Nicknames
         • Filtered
         • Sorted
   “Edit” individual records before printing

                                                   4
5
Meet the Wizard
 2003 Path
  Tools
      Letters and Mailings
        • Mail Merge


 2007 Path
  Mailings
      Start Mail Merge
        • Step by Step Mail
          Merge Wizard


                              6
Next Steps




             7
Dialog Choices - 2003




                        8
Dialog Choices - 2007




                        9
Next Steps




             10
Next Steps




             11
Next Steps




             12
Final Merged Document




                        13
            Review the Steps
1.   Starting document
2.   Select recipients
3.   Write the letter
4.   Preview the letter
5.   Complete the merge
6.   Edit and print individual letters



                                         14
    Save Early – Save Often!
 Save  and review the final merge document
  before printing / distributing.
 Save the setup document to use for a
  future merge.




                                          15
16
    Same Wizard
    Different
    Application

   Follow the same
    steps to complete the
    merge, except…




                            17
             Spacing Issues
 Add   two returns (press Enter) after the first
  record to leave space between records.
 Preview will not show multiple records.
 Will the final document have multiple
  columns?
 Will the lines of a record be allowed to split
  across the columns?


                                               18
    Directory Field Set Up




Lines allowed to split across records

                                        19
Final Merged Document




                        20
Alternative Directory Field Set Up




  Lines not allowed to split across records
  Format > Paragraph > Line and Page Breaks > Keep with next
                                                               21
Alternative Final Merged Document




                                22
   Format the Final Document
2003 Path
 Add a banner heading and format for
  center, bold, large, etc.
 Insert > Break > Continuous
 Format > Columns > Two
 Remove empty paragraphs
 Use increased space below as needed
 Add Headers and Footers as desired


                                        23
   Format the Final Document
2007 Path
 Add a banner heading and format for
  center, bold, large, etc.
 Page Layout > Breaks > Continuous
 Page Layout > Columns button > Two
 Remove empty paragraphs
 Use increased space below as needed
 Add Headers and Footers as desired


                                        24
25
             Insert Graphics
 Insert graphics on the    Insert > Picture >
  set up document or         From File
  the final document        Browse for file
 Check graphic             Double-click to insert
  settings for layout        file
 Size graphics




                                                      26
Insert Graphics




                  27
Graphics on Labels




                     28
Final Merged Label Document
        with Graphics




                              29
30
Data Sources -Outlook




                        31
         Data Sources - Excel
 Heading   format
 Splitting names
 Successful sorting
     Avoid mismatched data!
 Zip   format




                                32
Data Sources - Create a Word List




                                33
Show Mail Merge Toolbar – 2003




                                 34
Mailings Ribbon – 2007




                         35
Insert Word Fields – 2003




                            36
Insert Word Fields (Rules) – 2007




                                    37
mitzikatz.com




                38

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:7
posted:9/1/2012
language:English
pages:38