Use mail merge to create custom letters, invoices, labels and more

Share

Facebook
Twitter
LinkedIn

The idea of mail merge is simple & powerful. Imagine you handle recruitment at a large company. You just hired 300 analysts for the big data division. The next job – generate employment offer letters for each of them. Of course, you don’t want to type these letters one at a time. You have the details of all the 300 offers (name, email, address, offer code, role, benefit package details and date of joining etc.) in a spreadsheet. You also have a template of the offer letter.

Enter mail merge. This powerful feature combines MS Word documents with (Excel) data to generate all the 300 letters in just few minutes.

introduction-to-mail-merge-excel-word

You can use mail merge in many similar situations – like generating invoices, address labels, certificates etc.

Read the below tutorial to learn how to set up mail merge in Word.

Tutorial – using mail merge to generate invoices

For this tutorial, let’s pick the example of generating invoices.

Step 1 – Create a workbook with your data

Let’s say your invoice has 11 fields, as shown below.

fields-for-mailmerge

Create a workbook with 11 columns and load data as shown below.

sample-data-invoice-generation-mail-merge

Step 2 – Create an invoice template in MS Word

Open a new document in MS Word and create a document structure that reflects your invoice. You may download the invoice template for inspiration.

At this stage, our invoice looks like this:

mail-merge-template-blank

Step 3 – Activate Mail Merge

mailings-ribbon-word

Go to Mailings ribbon in MS Word and click on “Start mail merge” button. Choose the document type that best describes what you are doing (for invoices, you can choose either letter or normal word document)

mail-merge-from-regular-word-document

This activates mail merge mode on your document.

Step 4 – Load data

get-data-from-external-source

Now, we need to load the field data. Click on “Select recipients” and choose “Use an existing list”. This opens File>Open dialog. Navigate to the folder where you saved Excel workbook with invoice data and select the file.

Step 5 – Insert fields at right places

Now that we have a list of fields, load them at necessary location in the invoice template using the “Insert Merge Field” button.

Pro tip: You can use Rules option to set up If then rules based on field values. (for example, if the payment reference # is empty, you can show different text)

At this stage, our invoice looks like this:

mail-merge-template

Step 6 – Preview & complete mail merge

previewing-mail-merge

Using the preview results area, check if everything is ok. Once you are ready, click on “Finish & Merge” to generate individual word documents or emails or prints of the invoices.

Pro tip: If you have a PDF printer, you can use that to generate PDFs for each invoice automatically.

Download Mail Merge tutorial files

There are 2 files in this tutorial – Excel workbook with invoice data & Word document with mail merge setup.

After downloading the files: 

  1. Place them in the same folder.
  2. Open the Word document.
  3. At this point, you should get an error. Click ok.
  4. This will open Data link properties dialog.
  5. Type the full path of the downloaded Excel workbook in the Data source field. Click ok (see image).
  6. This should establish the connection for you.

Do you mail merge?

Mail merge is a very powerful and time saving feature. I use it often when I need to generate a lot of documents in one go.

What about you? Do you use mail merge? Please share your experiences & tips in the comments section.

Other ways to generate documents in Excel

Facebook
Twitter
LinkedIn

Share this tip with your colleagues

Excel and Power BI tips - Chandoo.org Newsletter

Get FREE Excel + Power BI Tips

Simple, fun and useful emails, once per week.

Learn & be awesome.

Welcome to Chandoo.org

Thank you so much for visiting. My aim is to make you awesome in Excel & Power BI. I do this by sharing videos, tips, examples and downloads on this website. There are more than 1,000 pages with all things Excel, Power BI, Dashboards & VBA here. Go ahead and spend few minutes to be AWESOME.

Read my storyFREE Excel tips book

Overall I learned a lot and I thought you did a great job of explaining how to do things. This will definitely elevate my reporting in the future.
Rebekah S
Reporting Analyst
Excel formula list - 100+ examples and howto guide for you

From simple to complex, there is a formula for every occasion. Check out the list now.

Calendars, invoices, trackers and much more. All free, fun and fantastic.

Advanced Pivot Table tricks

Power Query, Data model, DAX, Filters, Slicers, Conditional formats and beautiful charts. It's all here.

Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch.

26 Responses to “FIFA Worldcup Excel Spreadsheets [Roundup]”

  1. J. J. says:

    Nice roundup! Do you know of any one-page spreadsheets which will be updated by an administrator after each game? Would be nice to be able to print out the latest results whenever I feel like checking them as I probably won't be following closely every day.

    I actually haven't tried any of the above ones yet, but I thought I'd mention this one that I found which makes a nice one-page form you can fill in dynamically. http://exceltemplate.net/sports/world-cup-2010-schedule-and-scoresheet/

  2. Diego Garcia says:

    I would like to recommend you these one: http://www.anotagol.com/
    You can choose your interface language (english, spanish, italian, portuguese, german or french) and your country for the timezone of match. I like it very much.

  3. [...] Passend zu gerade laufenden Fußball-WM gibt es auf Chandoo.org alles wissenswerte über Excel-Anwendungen für den Fußball-Fan. [...]

  4. Rohit1409 says:

    Great!!!

    I strongly recommend this :

    http://www.en.excel-soccer-2010.de/downloads

    Chandoo how you found this ...

  5. Chandoo says:

    @Rohit.. really beautiful file. I missed it during my research. Now, I recommend it. 🙂

  6. Mourad Louha says:

    Hi Chandoo - thanks for the recommandation 🙂 - Regards

  7. [...] Excel, then print it on the other side of your Match Schedule from step 2 above. There are several other Excel spreadsheet templates you can download, but this is probably the only one-page version you can find; plus, it [...]

  8. Robert says:

    Does anybody know how to re-create this(?): http://www.marca.com/deporte/futbol/mundial/sudafrica-2010/calendario-english.html
    ...or do you know where a template can be found? I am DYING to have something like this on my site. When I found it, I had been looking for the longest time for a circular calendar. I found a couple that weren't adequate. Then I stumbled upon this one and my eyes nearly popped out of my head. If anyone can lead me in the right direction, I would be eternally grateful!

    Thanks in advance!
    Robert

  9. Chandoo says:

    @Robert...

    Doing something like that is a lot of work. You can probably get it done with some hired help from a flash developer.

  10. Pedro Wave says:

    @Robert, the World Cup flash in the Spanish Marca newspaper is impresive, but not much as my own animated spreadsheet with the Goals of 2010 World Cup South Africa in Excel that I just published into my blog:
    http://pedrowave.blogspot.com/2010/06/goals-of-2010-world-cup-south-africa-in.html

    Download from here:
    http://cid-6b219f16da7128e3.office.live.com/view.aspx/.Public/Goals%20South%20Africa%20Animated.xlsx

    And start to enter the goals of the rest of matches.

  11. Neil says:

    Has anyone seen, or made, a Spreadsheet where you can record the scorers and see a 'top scorers' chart. Would be a nice enhancement

  12. Chandoo says:

    @Neil... checkout this one http://www.inflexionary.com/sports/world-cup-2010-excel

    it uses macros to fetch scores from web (and provides very comprehensive analysis too)

    @All.. Thanks for the comments. I have updated the post with few more links now.

  13. Sergio Mathias says:

    Hi,
    Check this dashboards too:
    http://dashboards.org/world-cup-dashboards-and-visualizations/
    😉

  14. [...] Here is a collection of FIFA World Cup Spreadsheets if you are more in to that sort of thing. | [...]

  15. [...] Cup fever is here!In FIFA Worldcup Excel Spreadsheets Roundup, Chandoo has some links to useful World Cup tracking workbooks. Only one of them (the first one) [...]

  16. [...] World Cup fever is here!In FIFA Worldcup Excel Spreadsheets Roundup, Chandoo has some links to useful World Cup tracking workbooks. Only one of them (the first one) [...]

  17. Hey, you missed ours! It has everything you need and more, but not a whole pile of silly extras (National Anthems, etc).  I'll be making another one for the 2014 world cup.  We had over 4000 hits on it!

  18. Neil says:

    @Michael Harwood.

    Where is it then? You should have posted a link  

  19. phillip says:

    Sie sollten an einem Wettbewerb teil zu nehmen für einen der besten Blogs im Web. Ich werde empfehlen Sie diese Seite!
    Google translation: You should take part in a contest for one of the best blogs on the web. I will recommend this site!

  20. [...] and welcome to the forum, Maybe these similar spreadsheets might give you a few initial ideas: FIFA Worldcup Excel Spreadsheets [Roundup] | Chandoo.org - Learn Microsoft Excel Online If you have specific areas / formulae / layout choices for parts of your spreadsheet that you are [...]

  21. Petros says:

    Calling all football fans around the globe! The biggest football festival will kick off on the 12th June 2014 and everyone is placing their bets of who will have the honour of lifting the golden trophy.

    Use our free interactive Excel templatel to predict the World cup finalists ! No macros !

    http://www.spreadsheet1.com/world-cup-2014-free-excel-prediction-template.html

  22. marten says:

    I also made a Worldcup-tracker, with MS Access, which can also generate reports in Excel
    e.g. a match-schedule with locations on y-axis and dates on x-axis, see:
    http://worktimesheet2014.blogspot.com.es/2014/05/excel-with-match-schedule-for-2014-fifa.html
    and:
    http://worktimesheet2014.blogspot.com.es/2014/05/match-access-app-to-track-world-cup.html

  23. Vivek Ranjan says:

    where can i find raw data in excel file format of fifa world cups (1930-2014)

Leave a Reply