Skip to main content
Participant
October 24, 2019
Question

InDesign - CSV help with Data Merge

  • October 24, 2019
  • 4 replies
  • 1517 views

Hello,

I have Adobe InDesign and would like to create a csv for a data merge.

I am looking to use this for a table seating plan and am looking for some assistance with the layout.  If I have a table, it will have two elements - the first is the table name and the second is the list of the names of the guests.

I have attempted to put this together as a csv file but to no avail. 

Can anyone help please?

    This topic has been closed for replies.

    4 replies

    jane-e
    Community Expert
    Community Expert
    October 24, 2019

    Update: I had a Fail when editing a name in Table 2 and updating the Link in InDesign. Only the table with the first Range Name remained, and the other two disappeared.

     

    Can it be in one table?

     

    Or maybe John_Mensinger has another idea?

     

     Jane

    jane-e
    Community Expert
    Community Expert
    October 24, 2019

    You are assigning seats (chairs) to the guests at each table.

    Are you looking for something like this?

     

    I'm not sure you need Data Merge for this.

    • Place in InDesign as a Linked Excel table so it can be updated
    • In Excel, create Range Names if you want the Table info in separate places. Skip if it can be one table. Place with Options and choose the Cell Range. The Range Names will appear in the drop down. Place once for each range name.
    • Here I placed the table three times, choosing a different range name each time. It's a linked Excel file, so edits in Excel can be updated in InDesign.

     

    This info is brief because I don't know what you know and don't know, so please ask if you need more info on:

    • Range Names
    • Linked Excel files
    • Do you want the info in one table, multiple tables with no gridlines, or tabbed text (this won't have links if there are changes)
    • Other

    ~ Jane

     

     
     
     
    John Mensinger
    Community Expert
    Community Expert
    October 24, 2019

    I would set rows and columns as below, fill in the names, and save as Tab-Delimited Text, (which I find more reliable than .csv).

    Community Expert
    October 24, 2019

    This table would need transposed for a data merge, rows are records, columns are variables of the record.

    John has changed the table reference and the above comment is no longer needed.

    John Mensinger
    Community Expert
    Community Expert
    October 24, 2019

    D'oh! I suppose I'd have realized that eventually had it actually been my project to carry out. Thanks Jeffrey. Fixed now.

     

    jane-e
    Community Expert
    Community Expert
    October 24, 2019

    I usually start this in Excel and save the Excel version, then do a Save As .csv. You should have column heading for “TableName” and “Guest Name”. I have a vague collection that Google docs needs a workaround. 

     

    Can you describe your process and what isn’t working? 

     

    ~ Jane