. 91 shares.Tutorial DetailsDifficulty: AdvancedEstimated Time: 35 minutesIn 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. It is a complex technique that can create great – looking informational design when used correctly.Can be used for:.
Badges. Designed Data Lists. Informational Graphics.
CataloguesWhat you’ll need:. Skyrim trap race mod. Data source (.CSV file). InDesign documentIMPORTANT: Rules for multiple record data merge.
A multiple record data merge can only be produced from a single page InDesign document. Having two or more pages restricts data merge to single-record mode. Everything on the document page – even if it has no data placeholders in it – will be duplicated in the merge process. 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.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. #1 Get all the dynamic information in a CSV fileIn this example I am using Microsoft Excel in Windows; however, these steps should be similar to Numbers in Mac OS.Add any data you’ll need in the data merge onto the spread sheet.Example:. Project Name.
DepartmentFor any content you do not want duplicated on the page, add it to the master page. This could be an introduction or an image etc. To data merge an image we need to place the link to the image in the CSV file and provide the heading “@img”. In Excel this should be typed as ‘@img.
The ‘ provides a resolution to an Excel bug where it doesn’t recognise @img by itself.Make sure you have your headings across the top and records underneath as shown.Export your data to a CSV format (comma delimited file). If you have multiple sheets of data try and consolidate them to one.
Indesign Data Merge Image Field
If not the different sheets will be separate CSV files.#2 Open up your prepared InDesign file – this should include your designed master pages.Set up your design in InDesign. You can use master pages for the layouts and content you don’t want duplicated on the same page. Anything that is going to be data merged needs to be on the main page otherwise it won’t work.#3 Set up your data merge design – use paragraph and character styles to make changes later on easier.The data merge design is something that will take tweaking to get right. At this step we just want to create the design and layout. So use text boxes, tables, image boxes, lines, colour etc.Make sure to use paragraph styles and character styles to allow changes to be made in future updates to the document. Finally make sure to group everything so the design layout is maintained.#4 Optional: Change any text boxes to Auto size height, width or both under text frame options.Text Frame Options contains a few features such as Column width flexibility, balancing, Inset Spacing, Vertical Justification, Baseline options and Auto-Sizing.
This is accessible from the top menu under Object – Text Frame options.The content from the excel file that we are using has variable content length. For example Project 1 has a short project description and Project 2 has a long project description.InDesign can adjust the size of the text box so that no text becomes overset. To do this we go to Text Frame options – Auto size and select (for the purpose of this design) Height only. We want the text to flow downwards so also select the arrow pointing downwards underneath the Auto-Sizing drop down.#5 Select CSV file to be merged in InDesignAlong the top menu, go to Window – Utilities – Data Merge and a new panel should pop up. Click the further options button and click “Select Data Source”.From here select the CSV file and click open. There should now be a list of data field titles.#6 Put your data field titles in the design – make sure it’s on one page only.Now start adding the data field titles to the design. This will insert placeholder text which will be substituted in the merged version of the file with a record.#7 Style placeholders if necessaryAs part of your design you should have styles already.
If not, change the paragraph or character styling as necessary and create a new style from it by highlighting the text and clicking “Create new style”#8 Optional: Put in an image – generic image sizing can be applied at the data merge.We also want to add an image to our design. As part of the CSV we imported an image link.
InDesign will automatically link to that image. Add the image placeholder to the frame by simply clicking the frame and then clicking the data field title. #9 Create Merged Document – select multiple records on drop down for records per document page. Select record range if need be.Go to the data merge panel, click the drop down and select “Create merged document”.Under “Records per Document Page” select “Multiple Records”. If this area is greyed out then you need to delete any extra pages that you have in your document so that you are left with one page (having multiple pages in the master page layout is fine).If you don’t want to merge the whole CSV then select the range by row. #10 Select generate overset text and alert images missingMake sure “Generate Overset Text Report” and “Alert When Images Are Missing” is selected.#11 Click on multiple record layout and previewBy the preview we see everything is overlapping and needs more space in-between.#12 Adjust columns and rows depending on your sizes, arrange by either columns or rows first.Under the spacing section we can increase the spacing between the columns and the rows until nothing is overlapping. This is great if you have specific placement needs in your design.
#13 OPTIONAL: Under options select fitting that you want to apply to images.Depending on the image sizes, you may decide to fit or fill frames proportionally. In this instance we want to fill frames proportionally.#14 Click OK to merge documentThis will create a new document that has the merged data in it. It will create as many pages as it needs to merge all the data you selected. We can delete or add pages as necessary.#15 Apply Master PagesNow apply the master pages as needed by dragging and dropping the master page onto the page you want to apply it to. Now just organise the data in their correct places.#16 Apply Master PagesNow apply the master pages as needed by dragging and dropping the master page onto the page you want to apply it to.
Just organise the data in their correct places.ConclusionIn this tutorial we’ve learned:. How to use Data Merge in InDesign. How to merge multiple records per a page.
How to format an InDesign document for multiple recordsI hope you have found the tutorial helpful. Feel free to comment below.
Melody Laker January 21, 2016,Hi there, can anyone help me? I am trying to create place cards in alternate colours using data merge from a.csv spreadsheet.I have made a pink version and a teal version of the cards and just want it to alternate between them as it inputs records.
How do i set the document up to do this? I guess it is something to do with how the master pages etc are set up but i dont understand it well enough to fix.I have managed to get it to do more than one record per page but it is doing a pink and teal one for each person and I cant fathom how to sort it. Also, it is only printing 4 on each page even though there is room for 6.You can see the document here:Can you help?Reply.
Willa June 25, 2015,Good day, I came across your tutorial a while back, and it surely helped a lot, Now I stumbled onto something else I have no Idea how to solve. Let me explain the situation.The layout is for digital publishing, which means that alternative layouts are being used. Now in the past it was very easy just to update the content using the data merge panel, but now when I do that, having an alternative layout with the same content, In design crashes. So I am assuming I’m just not doing it right, or it is just not possible to update the alternative layout? Do you think there is another way I can do this?
The data on the digital layout should be updated once a week, so there is just no way of doing the layout over every time for portrait and landscape(e-book). November 4, 2014,This tutorial is a huge help, thank you. I could do with a little extra assistance as step 16 has confused me.I am designing a brochure with standard product module pages (easy merge) interspersed with introduction text/chapter pages. All this is preceded by About us and other such corporate pages, and the final few pages are a glossary of terms.How the heck can I pull all the information in from a single CSV file whilst preserving the layout?The end product will be in English, but I will also want to publish in up to 31 languages using identical (but translated) CSV files.Many thanks in advance. August 29, 2014,Hi Linaka,Very, very nice tutorial – thanks!!I do have one question:I’m trying to make at product catalouge, including image, description, price and item number.Is there a way to force a new/next page every time the item number changes its first digit?My design is giving me 7 items on each page, but I’d like that every time the first digit is changing (9 times, obviusly 😉 ), this “next group” should start on a new/fresh page.I hope you can see where I’m going atRegardsJean Jensen. Lori Zelesko October 4, 2013,I have a file very similar to the one you show in your tutorial.
I am attempting to make auction bid cards. I have two per page and the data I am trying to merge is the item name and the item number. I can’t seem to figure out how to get the send record to merge to the right side of the page (the second bid card on the same page). It just goes to the next page.
In Word, you would insert a “next record”, in InDesign, I have no idea. Solving this would save me a huge amount of time as we have over 200 auction items. Any help is greatly appreciated!
Indesign Data Merge Image Link
December 28, 2012,I almost never drop remarks, but after looking at some of the comments on Designing andData Merging with multiple records in InDesign CS6. I actually do have a couple of questions for you if it’s allright. Could it be only me or do a few of these responses come across like they are coming from brain dead individuals? 😛 And, if you are posting at other sites, I’d like to follow everything new you haveto post. Could you post a list of the complete urls of all your socialcommunity pages like your twitter feed, Facebook page orlinkedin profile?
Jay November 9, 2012,Linaka,Thanks for your reply. After I sent you the email, I continued to work on the data merge and finally figured out what I was doing wrong. It was relatively simple but at the time I was working on the premise that it could work.I’m doing a catalog project that is relatively large and I initially thought that I could data merge my.csv file into a table used as my template. It dawned on me that the table was probably the problem and after I recreated the template without the table but using tabs, it worked perfectly.Thanks again for your response.Regards,Jay.
Indesign Data Merge With Images
Tips. The Options bar includes two controls you can use to rotate a selection in increments of 90 degrees, one for clockwise and the other for counterclockwise rotations. Because rotation can soften the appearance of a bitmapped image, you may wish to transform your photographs in a photo editor so you can use sharpening filters to compensate for the effects of rotation. Drag the center of rotation onto one of the anchor points at a corner or edge of an object to rotate around that point. The center snaps on to anchor points if Adobe InDesign's Snap to Guides feature is active. Hold down the Shift key to constrain manual rotation to 45-degree angles.