Mail-merge+and+Tables

= EXCEL 2007 = =__ Doing a mail merge to Outlook (e-mail) __= After setting up your list in Excel to serve as your data source, the mail merge process entails the following overall steps: You use commands on the **Mailings** tab to perform a mail merge. Tip You can also perform a mail merge by using the **Mail Merge** task pane, which leads you step by step through the process. To use the task pane, in the **Start Mail Merge** group, on the **Mailings** tab, click **Start Mail Merge**, and then click **Step by Step Mail Merge Wizard**. In Step 1 of the process, under **Select document type**, click **E-mail messages**.
 * 1) [|Set up the e-mail message]. The main document contains the text and graphics that are the same for each e-mail message. For example, your company logo or the body of the message.
 * 2) [|Connect the e-mail message document to your address list]. Your address list is the data source that Word uses in the mail merge. It is a file that contains the e-mail addresses where the messages will be sent.
 * 3) [|Refine the list of recipients or items]. Word generates a message for each e-mail address in address list. If you want to generate messages for only certain e-mail addresses in your address list, you can choose which addresses, or records, to include.
 * 4) [|Add placeholders, called mail merge fields, to the e-mail message document]. When you perform the mail merge, the mail merge fields are filled with information from your address list.
 * 5) [|Preview and complete the merge]. You can preview each message before you send the whole set.

Try it yourself! Open a Word document and start a mail merge. If you do not have a list of names, email addresses, and other information in Excel, use this file:

=__ Doing a mail merge to Word (to print) __= This is an excellent step-by-step video guide from Microsoft.com: Watch the video!

Use this file for practice:

=__ ﻿Overview of tables __=

Insert a table
Table headers display default names if you do not select the **My table has headers** check box. You can change the default names by typing the text that you want. Note If you do not want to display table headers, you can turn them off later. For more information about how to turn table headers off, see [|Turn Excel table headers on or off].
 * 1) On a worksheet, select the range of cells that you want to include in the table. The cells can be empty or can contain data.
 * 2) On the **Insert** tab, in the **Tables** group, click **Table**.
 * Keyboard shortcut** You can also press CTRL+L or CTRL+T.
 * 1) If the selected range contains data that you want to display as table headers, select the **My table has headers** check box.

=__ ﻿How to format tables __=

Format data as a table
Note When you use **Format as Table**, Office Excel automatically inserts a table. Note Custom table styles are available under **Custom** after you create one or more of them. For information about how to create a custom table style, see [|Format an Excel table].
 * 1) On the worksheet, select a range of empty cells or cells that contain the data that you want to quickly format as a table.
 * 2) On the **Home** tab, in the **Styles** group, click **Format as Table**.
 * 1) Under **Light**, **Medium**, or **Dark**, click the table style that you want to use.

Tips

 * After you create a table, the **Table Tools** become available, and a **Design** tab is displayed. You can use the tools on the **Design** tab to customize or edit the table.
 * Unlike lists in Office Excel 2003, a table does not have a special row (marked with *) for quickly adding new rows. For more information about how to add or insert rows in a table, see [|Add or remove table rows and columns in an Excel table].

=__ How to add/delete rows and columns __=

Watch this video: []=

=__ How to merge and split cells __= You can't split an individual cell, but you can make it appear as if a cell has been split by merging the cells above it. For example, you want to split cell A2 into three cells that will appear, side-by-side, under cell A1 (you want to utilize cell A1 as a heading). It is not possible to split cell A2, but you can achieve a similar effect by merging cells A1, B1, and C1 into one, single cell. You then enter your data in cells A2, B2, and C2. These three cells appear as if they are split under one larger cell (A1) that acts as a heading. When you merge two or more adjacent horizontal or vertical cells, the cells become one larger cell that is displayed across multiple columns or rows. When you merge multiple cells, the contents of only one cell (the upper-left cell for left-to-right languages, or the upper-right cell for right-to-left languages) appear in the merged cell (merged cell: A single cell that is created by combining two or more selected cells. The cell reference for a merged cell is the upper-left cell in the original selected range.). In the following example, using the **Merge & Center** command centers the text in the merged cell. Important The contents of the other cells that you merge are deleted. You can split a merged cell into separate cells again by undoing its merge. If you don't remember where you have merged cells, you can use the **Find** command to quickly locate any or all merged cells.

More information... What do you want to do?
 * [|Merge adjacent cells]
 * [|Split a merged cell]
 * [|Find merged cells]

=__ How to enter a simple formula __=

Watch this video to learn how to put in simple formulas, and copy them to other cells: []=

=__ How to merge copies of a shared workbook __=

When a shared workbook (shared workbook: A workbook set up to allow multiple users on a network to view and make changes at the same time. Each user who saves the workbook sees the changes made by other users.) is updated by other users, and you want to compare the changes that they have made before you update the workbook with those changes, you can use the **Compare and Merge Workbooks** command. This command is not available with other shared workbook commands on the **Review** tab in the **Changes** group, but you can add it to the [|Quick Access Toolbar]. Note You can only merge a shared workbook with copies of that workbook that were made from the same shared workbook. You cannot use the **Compare and Merge Workbooks** command to merge workbooks that are not shared. Important To use the **Compare and Merge Workbooks** command, all shared workbook users must save a copy of the shared workbook that contains their changes and use a unique file name that differs from the original workbook. All copies of a shared workbook should be located in the same folder as the shared workbook. If needed, do the following to add the **Compare and Merge Workbooks** command to the **Quick Access Toolbar**: Tip To merge the workbook with multiple copies of the shared workbook at the same time, hold down CTRL or SHIFT and click their file names, and then click **OK**.
 * 1) Click the **Microsoft Office Button** [[image:http://officeimg.vo.msecnd.net/en-us/files/922/308/ZA010077102.gif caption="Button image"]], and then click **Excel Options**.
 * 2) In the **Customize** category, in the **Choose commands from** list, click **All Commands**.
 * 3) In the list, click **Compare and Merge Workbooks**, click **Add**, and then click **OK**.
 * 4) Open the copy of the shared workbook into which you want to merge the changes.
 * 5) On the **Quick Access Toolbar**, click **Compare and Merge Workbooks**.
 * 1) If prompted, save the workbook.
 * 2) In the **Select Files to Merge into Current Workbook** dialog box, click a copy of the workbook that contains the changes that you want to merge, and then click **OK**.

Documents: