The only tricky part is including images. Then we go through and write the actual values for each employee on a new row. In the first row of your spreadsheet we use these fields as our column headers. We’ll have First Name, Last Name, Job Title, Email, Portrait. For the sake of this example we will use Microsoft Excel.ĭecide on the fields you will need on your business card. Perhaps a mugshot of each employee or a QR-code for example. That is, all the names and email addresses and job titles etc. Create a spreadsheetįirst you will need a data source. Updates to either design or content are then a breeze. By using the powerful data merge features of InDesign you can set up just one template file and have InDesign read the employee information from an external spreadsheet. You will end up with 130 files though (or 260 if you make a new one for both front and back) and a nightmare of a scenario if the boss suddenly says he wants to change the font/color/logo at the last minute…įear not. Time consuming, but it will get the job done. Your initial plan may be to create a template file and then use that as a master to create a new file for each employee. One side in Japanese and the other in English. There are many more ways to use Data Merge especially with the multiple Records per a page which I will touch on in another tutorial.The problem: You have been asked to prepare company business cards for all 130 employees working at ACME Multicorp. How to personalise an InDesign document.How to merge a single record per a page.From here you can export it to PDF, ebook or which ever format you require it. Preview it to make sure everything is fine and then click ok.Ī new indesign file will be create with multiple pages.Ī message will pop up letting you know if any text has been overset. Once you’ve finished populating go back to the data merge panel, select further options and click “Create Merged Document”.īecause this is a one data record per a design we will leave it as single record per page. Now repeat this action until you have all the fields you wish to show on your design. For this example we’re using “>” and this should appear in the text box. Go to the text boxes in your design where you wish these fields to show up and click on the field name once in the panel. Now that you have the CSV file linked with indesign you will see several data fields in the Data Merge panel. Assigning the data fields inside text boxes Navigate to the place where you saved the CSV file. Now select the further options on that panel and click “Select Data Source…” Open up the data merge panel under Window – Utilities – Data Merge. Assign the CSV file to the InDesign document You can use master pages for the layouts but the editable text needs to be on the main pages otherwise it won’t work. If not the different sheets will be separate CSV files. If you have multiple sheets of data try and consolidate them to one. Make sure you have your headings across the top and records underneath as shown.Įxport your data to a CSV format (comma delimited file, NOT tab delimited file). In this example I am using Numbers on Mac however, these steps should be similar to Microsoft Excel in Windows.Īdd any data you’ll need in the InDesign document onto the spreadsheet. You can create the CSV using Microsoft excel or numbers for mac or export it from a number of other databases such as WordPress, SAGE, Joomla, Drupal etc. So what Is Data merging? Data merge is the ability to create fields in your document that automatically populates from a comma delimited file otherwise known as a CSV. In this tutorial we’ll show you how to data merge from a spreadsheet (Numbers or Microsoft Excel) into a document using the data merge feature in Indesign CS6.
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