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Don’t use spaces, symbols or punctuation in the names, and don’t duplicate any names - each has to be unique.
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Mail merge from excel 2011 how to#
In this tutorial, I’ll show you how to set up a list in Excel 2007 and how to reference it from cells on the main data entry worksheet.īottom line: Reference cells in another worksheet by adding the worksheet name plus an exclamation mark between the = sign and the cell range (e.g. I knew I could create the data lists for the drop-downs in Excel (thanks to a great session on just this by Michael Hughes at the 2009 WritersUA Conference), but I wanted them on their own worksheet, and I wasn’t sure how to reference them from the data entry sheet (I’m an Excel novice!). Such selection lists simplify the process for the person entering the data in the Excel spreadsheet, save them time, and make the data entry more accurate as they can’t make spelling errors or typos.įor example, one of the mail merge fields I created was for the type of document that was referred to in the letter the only acceptable document types were: However, some of the fields would have data in them that would be used in every letter, and this data was ideal for a drop-down selection list. I knew I could create a ‘database’ in Excel and refer to that for the mail merge fields in the Word document. I was asked to set up a mail merge letter for my client.