1-866-245-5224 sales@keystonelearning.com

Word 2007: Creating a Data Source

Word 2007: Creating a Data Source

Data Sources can come from any number of places, including:

     
  • Word Table
     
  •  
  • Excel Worksheet
     
  •  
  • Access Database Table
     
  •  
  • Outlook Contact List
     

But, in order to the data from a data source into your Mail Merge, you’ll need to “connect” to your data source by telling the Mail Merge Main Document where the Data Source is located.

Creating a Data Source

If you don’t already have an existing data source, you can always create one during the Mail Merge process.

There are several processes for connecting to a Data Source on the following pages. They include:

     
  • Creating a Data Source During the Mail Merge
     
  •  
  • Connecting to an Outlook Contact List
     
  •  
  • Connecting to a Microsoft Excel Worksheet or Microsoft Access Table
     
  •  
  • Connecting to a Microsoft Word Table
     

Creating a Data Source During the Mail Merge

     
  1.  Choose the Select Recipients command in the Start Mail Merge group on the Mailings tab
     
  2.  
  3. Choose Type New List…
     

Figure 15. New Address List Dialog Box

    3.       Enter your first entry

    4.       Click New Entry

    5.       Repeat Steps 4 & 5 for each new entry

    6.       Click OK

Connecting to an Outlook Contact List

     
  1. Choose the Select Recipients command in the Start Mail Merge group on the Mailings tab
     
  2.  
  3. Choose Select from Outlook Contacts…
     

Figure 16. Select Contact List Dialog Box

    3.       Choose a Contact list

    4.       Click OK

Figure 17. Mail Merge Recipients Dialog Box

    5.       Sort, Filter or Choose which recipients to include in your merge

    6.       Click OK

Connecting to a Microsoft Excel Worksheet or Microsoft Access Table

     
  1. Choose the Select Recipients command in the Start Mail Merge group on the Mailings tab
     
  2.  
  3. Choose Use Existing List…
     

Figure 18. Select Data Source Dialog Box

    3.       Navigate to and Select your Excel File or Access Database

    4.       Click Open

 

Figure 19. Select Table Dialog Box

    5.       Select your Excel Worksheet or Access Table

    6.       Click OK

Connecting to a Microsoft Word Table

     
  1. Choose the Select Recipients command in the Start Mail Merge group on the Mailings tab
     
  2.  
  3. Choose Use Existing List…
     
  4.  
  5. Navigate to and Select your Word document
     
  6.  
  7. Click Open
     

Editing a Data Source

Once you’ve connected to or created a Data Source, you may need to edit it by sorting or filtering. You can also simply choose which recipients should receive your mailing from a larger data source.

           
    1. Connect to a Data Source using one of the methods under Creating a Data Source
           
    2.      
    3.  Choose the Edit Recipient List command in the Start Mail Merge group on the Mailings tab
           
    4.  
  1.  

Figure 20. Mail Merge Recipients Dialog Box

    3.       Sort, Filter or Choose your recipients

    4.       Click OK