How to mail merge from excel youtube video

#HOW TO MAIL MERGE FROM EXCEL YOUTUBE VIDEO HOW TO#
#HOW TO MAIL MERGE FROM EXCEL YOUTUBE VIDEO CODE#

In the additional column (Pdt_Id), click on the double pointed arrow in the header.Now the process of merging the tables will happen within the Query editor with the following steps: The above steps would open the Query editor and show you the data from the Sales_Data with one additional column (of Pdt_Id). In the вЂJoin KindвЂ™ drop-down, select вЂLeft Outer (all from first, matching from second)вЂ™.In вЂPdt_IdвЂ™ preview, click on the вЂItemвЂ™ column.В Doing this will select the entire column.Doing this will select the entire column. In вЂSales_DataвЂ™ preview, click on the вЂItemвЂ™ column.Select вЂPdt_IdвЂ™ from the second drop down.In the Merge dialog box, select вЂSales_DataвЂ™ from the first drop down.In the drop-down, click on Combine Queries.In the Get & Transform Data group, click on Get Data.

#HOW TO MAIL MERGE FROM EXCEL YOUTUBE VIDEO HOW TO#

Now letвЂ™s see how to merge the Sales_Data and Pdt_Id table. So when youвЂ™re done, you will have three connections (with the name Sales_Data, Pdt_Id, and Region). Repeat the above steps for Table 2 and Table 3. The above steps would create a connection with the name Sales_Data (or any name that you have given to the Excel Table).

In the вЂImport DataвЂ™ dialog box, select вЂOnly Create ConnectionвЂ™.

In the Query editor, click the вЂFileвЂ™ tab.

In the Get & TransformВ group, click on вЂFrom Table/RangeвЂ™.

Here are the steps to save an Excel table as a connection in Power Query: Once you have the connections, you can easily merge these.

To merge tables, you first need to convert these tables into connections in Power Query. So we will first have to merge Table 1 and Table 2 and then merge Table 3 into it in the next step. It isnвЂ™t mandatory to rename these tables, but itвЂ™s better to give names that describe what the table is about.ДЄt one go, you can merge only two tables in Power Query. I have named these tables as shown below: Based on your version, some images may look different (image captures used in this tutorial are from Excel 2016).

Note: Power Query can be used as an add-in in Excel 20, and is an inbuilt feature from Excel 2016 onwards. Also, note that there should be no repetition in these connecting columns. For example, in Table 1 and Table 2, the common column is вЂItemвЂ™, and in Table 1 and Table 3, the common column is вЂSales RepвЂ™. In this tutorial, I will show you how to merge these three Excel tables into one.ДЇor this technique to work, you need to have connecting columns.

#HOW TO MAIL MERGE FROM EXCEL YOUTUBE VIDEO CODE#

Or if youвЂ™re a VBA whiz, you can write a code to do this.Д«ut these options are time-consuming and complicated as compared with Power Query. Now you can rely on VLOOKUP or INDEX/MATCH to do this. YouвЂ™ll have to map the relevant records from Table 1 with data from Table 2 and 3.

To get all this information into a single table, you will have to merge these three tables so that you can then create a Pivot Table and analyze it, or use it for other reporting/dashboarding purposes.ДЄnd by merging, I donвЂ™t mean a simple copy paste. This information is provided as separate tables as shown below: This table has the data I want to use, but itвЂ™s still missing two important columns вЂ“ the вЂProduct IdвЂ™ and the вЂRegionвЂ™ where the sales rep operates. In case you prefer reading the text over watching a video, below are the written instructions. One of the things where Power Query can save you a lot of time is when you have to merge tables with different sizes and columns based on a matching column.Д«elow is a video where I show exactly how to merge tables in Excel using Power Query. The Excel spreadsheet to be used in the mail merge is stored on your local machine.Д¬hanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.With Power Query, working with data dispersed across worksheets or even workbooks has become easier. Postal code data is correctly formatted in the spreadsheet so that Word can properly read the values. Make sure:Д¬olumn names in your spreadsheet match the field names you want to insert in your labels.ДЄll data to be merged is present in the first sheet of your spreadsheet. Here are some tips to prepare your data for a mail merge. To create and print the mailing labels, you must first prepare the worksheet data in Excel, and then use Word to configure, organize, review, and print the mailing labels. The mail merge process creates a sheet of mailing labels that you can print, and each label on the sheet contains an address from the list. If you want to send a mass mailing to an address list that you maintain in a Microsoft Excel spreadsheet, you can use a Microsoft Word mail merge. Excel for Microsoft 365 Excel for the web Excel 2021 Excel 2019 Excel 2016 Excel 2013 Excel 2010 More.

How to mail merge from excel youtube video