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Tutorial 6 - Session 6.2

Tutorial 6 - Session 6.2. Integrating Excel with Other Windows Programs and the World Wide Web. Session 6.2 Objectives. Complete a mail merge View documents from a mail merge Preview a mail merged document. Customizing a Form Letter. Use an Excel list as a data source

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Tutorial 6 - Session 6.2

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  1. Tutorial 6 - Session 6.2 Integrating Excel with Other Windows Programs and the World Wide Web Intro to Excel - Session 6.2

  2. Session 6.2 Objectives • Complete a mail merge • View documents from a mail merge • Preview a mail merged document Intro to Excel - Session 6.2

  3. Customizing a Form Letter • Use an Excel list as a data source • Use a Word document as the destination Intro to Excel - Session 6.2

  4. Planning the Form Letter • Form letter • Main document • Merge fields • Data source • Mail merge Intro to Excel - Session 6.2

  5. Figure 6-23, page 6.23 Intro to Excel - Session 6.2

  6. Creating the Main Document • Select Tools Mail Merge… • Push the Createbutton and selectthe type of document • Click theActive Window button (continued) Intro to Excel - Session 6.2

  7. Creating the Main Document • Click the Get Databutton and select thesource data Intro to Excel - Session 6.2

  8. Inserting Merge Fields • Position the insertion point • Select Insert Merge Field on the Mail Merge toolbar • Select the name of the field you want to insert Figure 6-26, page 6.25 Intro to Excel - Session 6.2

  9. Performing the Mail Merge • Display the completed main document • Push the Mail MergerHelper button on theMail Merge toolbar • Push the Merge…button (continued) Intro to Excel - Session 6.2

  10. Performing the Mail Merge • Specify the destination for the merge results in the Merge dialog • Push the Merge button Intro to Excel - Session 6.2

  11. Specifying Records of Interest • Pushing the Query Options… button of the Merge dialog Intro to Excel - Session 6.2

  12. Preview a Merged Documents • Push the View Merged Data buttonon the Mail Merge toolbar • Use the navigation buttonson the Mail Merge toolbar to view other records Intro to Excel - Session 6.2

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