In this project you will create an Excel Database of student names and a form letter for merging the names.

Creating the database in Excel

  • Start Microsoft Excel and create a name and address database as like the one below.

  • Enter the names and addresses of 6 to 10 persons
  • Make sure you leave a blank line between the heading and field names (Sal, First, etc.)

Naming the database area 

  • Place the cursor in cell A4 (SAL)

  • Highlight to cell K10
    The last row and column in the spreadsheet

  • Open the Insert Menu

  • Click Name

  • Click Define

 

  • Type names
  • Click Add
  • Click OK

You have now named the database area

  • Save the Excel Database Worksheet
    Give it a name
    Remember where you saved it
  • Close Excel by selecting Exit from the File Menu

 

Creating the Mail Merge Document
  • Start Word and make sure you have a new, blank document on the screen
  • Open the tools menu and select Mail Merge
  • Click Create
  • Click Form Letters
  • Click Active Window
  • Click Get Data
  • Click Open Data Source
  • Find the Folder that contains the Student Database you created
  • In Files of Type, select MS Excel Worksheets
  • Click your student database and then click the Open button
  • Click Names
    Names is the area of the Excel database that you names.
  • Click OK
  • Click, Edit Main Document
  • Notice that a Mail Merge Toolbar has been added to your Word screen
  • Run the mouse over each of the icons (without clicking) to see what each of the icons do.
Creating the merge document

We are going to create a business form letter

  • Create a document heading
    Bonita Vista High School
  • Place the date in the upper right corner of the page

Bonita Vista High School

November 28, 2002

Inserting the merge field
  • Place the cursor on the left side of the page
  • Click the Insert Merge Field icon
  • Click Sal (salutation)
  • Press the Space Bar to leave a space
  • Insert Last
  • Repeat the process described above by inserting fields from your database into the letter
  • Use the Space Bar to insert spaces where appropriate and start new lines when needed.
  • Insert the First Field (first name of the student) throughout the letter to make it more personal.
  • Your letter should look something like the one below.

  • Finish your letter.

  • It should be a professional looking document.

Merging the Excel database with your Word document.
  • Click the View Merge Field Icon
  • Click the record number icon and watch your document change with each new database record

 

Printing the merge documents
  • Click the Merge to Print icon
     
  • Click OK
    A separate letter should print for each record in your database.

As usual, you did great!