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1. Find and replace indesign data merge labels how to#
2. Find and replace indesign data merge labels update#
3. Find and replace indesign data merge labels mac#

Finally make sure to group everything so the design layout is maintained. Make sure to use paragraph styles and character styles to allow changes to be made in future updates to the document. So use text boxes, tables, image boxes, lines, colour etc. At this step we just want to create the design and layout. The data merge design is something that will take tweaking to get right. #3 Set up your data merge design – use paragraph and character styles to make changes later on easier. Anything that is going to be data merged needs to be on the main page otherwise it won’t work. You can use master pages for the layouts and content you don’t want duplicated on the same page. #2 Open up your prepared InDesign file – this should include your designed master pages. 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). To data merge an image we need to place the link to the image in the CSV file and provide the heading In Excel this should be typed as The ‘ provides a resolution to an Excel bug where it doesn’t recognise by itself. This could be an introduction or an image etc.

Find and replace indesign data merge labels mac#

In this example I am using Microsoft Excel in Windows however, these steps should be similar to Numbers in Mac OS.Īdd any data you’ll need in the data merge onto the spread sheet.įor any content you do not want duplicated on the page, add it to the master page. #1 Get all the dynamic information in a CSV file

So if there are page elements you want on the pages that don’t need to be part of the merge, move them to the master page. If the other objects on your page prevent more than one record from fitting (such as a big background image), data merge will behave as if it’s producing a single record layout because the document can’t accommodate more than one record per page.

Find and replace indesign data merge labels how to#

Finally, the "post-fiddle" is to restore the em-dashes that were in the captions, by doing a global replace of the string "EM-DASH" with the actual em-dash character "^+".In this tutorial we’ll show you how to data merge multiple records from a spread sheet (Numbers or Microsoft Excel) into a document with InDesign’s data merge feature. Then you do the separator change as described above. "EM-DASH") that doesn't ever occur in any caption's text. The "pre-fiddle" is to do a global find/replace across captions, replacing the em-dash ("^+") with some other string (e.g. If it does, then you'll need to do a pre- and post- "fiddle" to ensure these em-dashes are not touched by the global replace above. NOTE: This presumes that em-dash does not appear in the caption text anywhere. Do a find/replace searching for special character "em-dash" (^+) in style CAPTION, replacing with " ". FIGURE), select the other labels one by one and repeat this process. If you have other labels in use in the document (e.g. This will replace all separators in captions for the selected label in the CAPTION Window. Go to REFERENCES | INSERT CAPTION, then click on NUMBERING and replace the SEPARATOR "." with "EM-DASH". To globally replace the separator "." with " " (space) in such captions, take two steps: This means these captions will have been (automatically) created in CAPTION style. It sounds like Beth may have created captions throughout the document using INSERT CAPTION (hence the presence of field codes). And this may not be quite what Beth was looking for.

Find and replace indesign data merge labels update#

Update the field codes.Ĭoming in late on this, probably way too late for Beth (sorry Beth). Select-All and re-toggle the field codes. Add any further custom processing to the macro VBA. It's usually better to go the macro route when finding fields because, as you say, the find algorithm that Word uses doesn't work the way you might hope with fields.īut if you know exactly what the fields contain, you can specify a search pattern that will probably work (however not in wildcard mode).įor example, if you want to look for figure number field pairs such as brackets.