Objective 2. Choose an Excel Worksheet as a Data Source

Activity 3.2. Selecting the Data Source for the Mailing Labels

The data source contains the name and address information for the mailing labels. The data source you will use is an Excel worksheet.


Under Step 2 of 6, click Next: Select recipients.

Mail Merge Step 3 of 6 displays.


Under Select recipients, click the Use an existing list option button. Under Use an existing list, click Browse.

The Select Data Source dialog box opens and displays the default folder, My Data Sources, which the Mail Merge Wizard uses. You want to use an Excel file that was not created as a data source in a Mail Merge process. You are familiar with the Excel file that you want to use, and you know that it has a header row to label last name, first name, and so on.


From the Look in list, select the folder that contains your project files. Click on the file Address_List_1, and then click Open.

The Select Table dialog box displays, the sheet name Address List$ is highlighted, and the First row of data contains column headers check box is selected.


Click OK. In the Mail Merge Recipients dialog box, click OK.

Your document should show all the labels, except the first one, with Next Record in each label space. The file path of the data source displays in the task pane under Use an existing list. Compare your screen with Figure 3.3.

Figure 3.3.

[Page 1370]


Save your file.

Information about the Excel file as the data source is also saved with the Word file. This creates a main document for a mail merge. When you use the main document again, the Mail Merge Wizard will open with the label and data source information already selected.

[Page 1370 (continued)]

Windows XP

Outlook 2003

Internet Explorer

Computer Concepts

Word 2003

Chapter One. Creating Documents with Microsoft Word 2003

Chapter Two. Formatting and Organizing Text

Chapter Three. Using Graphics and Tables

Chapter Four. Using Special Document Formats, Columns, and Mail Merge

Excel 2003

Chapter One. Creating a Worksheet and Charting Data

Chapter Two. Designing Effective Worksheets

Chapter Three. Using Functions and Data Tables

Access 2003

Chapter One. Getting Started with Access Databases and Tables

Chapter Two. Sort, Filter, and Query a Database

Chapter Three. Forms and Reports

Powerpoint 2003

Chapter One. Getting Started with PowerPoint 2003

Chapter Two. Creating a Presentation

Chapter Three. Formatting a Presentation

Integrated Projects

Chapter One. Using Access Data with Other Office Applications

Chapter Two. Using Tables in Word and Excel

Chapter Three. Using Excel as a Data Source in a Mail Merge

Chapter Four. Linking Data in Office Documents

Chapter Five. Creating Presentation Content from Office Documents

Go! With Microsoft Office 2003 Brief
GO! with Microsoft Office 2003 Brief (2nd Edition)
ISBN: 0131878646
EAN: 2147483647
Year: 2004
Pages: 448

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