insert an excel spreadsheet into word for mac

#INSERT AN EXCEL SPREADSHEET INTO WORD FOR MAC UPDATE#
#INSERT AN EXCEL SPREADSHEET INTO WORD FOR MAC SOFTWARE#
#INSERT AN EXCEL SPREADSHEET INTO WORD FOR MAC ZIP#

It should look like this when you’re done:Ĥ. Select “First” then repeat step 5(previous step) five more times until you have each of the fields inserted into the text box. So, locate and click on the “Insert Merge Field” button.Ħ. Now that the data source has been chosen, it’s time to insert the merge fields based on the headings you created in the data file (Name, Address, etc.). If you had multiple worksheets in the data file you created, you would want to select the one with the data you want merged. When you do this a little box pops up asking you which table you want to use within the excel file. Locate the excel spreadsheet you just created and click the “Open” button. This brings up a dialogue box that allows you to select your data source from a location on your computer.Ĥ. Click on the “Select Recipients” button and select “Use Existing List”.ģ. Locate and click on the “Mailings” tab on the top of the tool bar.Ģ. In order to do this, we need to tell Microsoft Word where to pull the data from.ġ. Now that the page is set up, we’re going to insert the fields that we want merged onto the mailing label. Click the button that says “New Document”.Ībove is the empty labels template with text boxes inserted that correspond exactly with the specific template you are using (in this case Avery Labels 8163). It should now display that you have selected Avery Template #8163. This brings you back to the “Envelopes and Labels” dialogue box. So, in the “Label Options” dialogue box, select the appropriate Avery template number and hit “OK”.ĥ. For this example, I’ll be using Avery Shipping Labels, template #8163. The next part is where we choose the labels that we’re using. When the “Envelopes and Labels” dialogue box opens, locate the “Options” button and click on it.Ĥ. Next, click the labels button located on the top left of the “Mailings” menu.ģ. Open Microsoft Word and click the “Mailings” tab at the top.Ģ. Now that the list of recipients has been created, the second step is to create the labels template.ġ. Your excel spreadsheet should look like this (with the exception of the specific recipient information: When finished, save your spreadsheet with a name and in a place you’ll be able to locate easily later (I prefer the desktop). Now that the column headings are set, fill in the appropriate information for each of the people you are creating a label for.

#INSERT AN EXCEL SPREADSHEET INTO WORD FOR MAC ZIP#

Likewise type City, State and Zip in the fourth, fifth and sixth cell respectively. The first row will be the column headings, so in the first cell type the word First, in the next cell type Last and in the third cell of the first row, type Address. Since we’re creating mailing labels, the data we will be merging will be first name, last name, and address.Ģ. (This works with Google Docs’ spreadsheets too).

#INSERT AN EXCEL SPREADSHEET INTO WORD FOR MAC SOFTWARE#

Open Microsoft Excel or whichever spreadsheet software you use. Merge Data from an Excel Workbook into a Word Documentġ. The first thing I would do is create the Excel worksheet from which my Word template will pull data from. Let’s say I want to create mailing labels for a “save the date” postcard. This will allow the mapping process to go a lot smoother (I’ll talk about mapping a bit later). You need to make sure the column headings are recognizable and properly labeled. The first and most important is your list and data within the list. There are three main steps involved in building a merged document.

Imagine the possibilities, especially for direct mail purposes. Everything from envelopes and letters to name badges and table tents, data merging will eliminate the exhaustive task of typing each record by hand by pulling data from a designated Excel file. Merging data from an Excel spreadsheet or workbook is a very basic, yet powerful tool that can save a tremendous amount of time when trying to create documents that have variable fields. Under Picture Tools, select Format.Merge Data from an Excel Workbook into a Word Document

#INSERT AN EXCEL SPREADSHEET INTO WORD FOR MAC UPDATE#

You can’t update the data or edit the chart, but you can adjust the chart’s appearance. You also can select Chart Tools> Design > Refresh Data. To update the chart automatically, change the data in the original workbook. Keeps the chart linked to the original workbook. You also can select Chart Tools > Design > Refresh Data. This is the default paste option (Ctrl+V). To update the chart automatically, change the data in the embedded workbook. The chart doesn’t stay linked to the original workbook. Note: Hover over a button to read a description of the option.Įmbeds a copy of the Excel workbook with the chart.

Insert an excel spreadsheet into word for mac