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OFFICE 2016 MAIL MERGE CURRENCY HOW TO
OFFICE 2016 MAIL MERGE CURRENCY CODE

Scroll down to the General section, select the check box Confirm file format conversion on open and click OK.

OFFICE 2016 MAIL MERGE CURRENCY HOW TO

How to use Dynamic Data Exchange to connect to Excel sheetīefore starting a mail merge, perform the following steps in Microsoft Word. Solution: For Word to display postal codes, dates, prices, percentages and other numeric values in the right format, connect to your Excel workbook using Dynamic Data Exchange (DDE). In our case, Excel's date 20-May-22 is transformed into in Word. Date - appears in the default format set in your Region settings.For example, 30% formatted as Percent in Excel may appear as 0.3 or 0.299999999 in Word. Percentage - normally, appears as a decimal number corresponding to the percent in some cases - a floating-point number.In Word, a number in its pure form is displayed (3000). In Excel, the number is formatted as Currency ($3,000.00). Currency - appears without the currency symbol, thousands separator, and decimal places.In Word, an underlying value (2451) shows up. In Excel, a leading zero is displayed because a cell has a custom number format such as 00000.

OFFICE 2016 MAIL MERGE CURRENCY CODE

Zip code - appears without a leading zero.

Now, see what happens in a Word mail merge document: To illustrate the problem, please have a look at the source data formats in an Excel worksheet: As a result, in a Word document, the data appears in the format in which it is stored internally in Excel, and not in the format applied to cells. The problems typically occur with numbers formatted as percentage or currency, or numbers containing leading zeros such as zip codes.Ĭause: By default, Microsoft Word uses the OLE DB connection, which pulls in the information but not formats. When performing a mail merge from an Excel worksheet, some of your numeric data may lose formatting after coming through the merge.

How to keep leading zeros in mail merge.

The troubleshooting tips below will help you fix typical Mail Merge formatting problems. Numbers properly formatted in Excel may not appear correctly in a Word document. Some fields might not be populated or filled with wrong information. As it turned out, using Word's Mail Merge to automate the creation of a document from an Excel worksheet may present lots of challenges. In one of our previous articles, we looked at how to mail merge from Excel to Word to send personalized letters or email messages. On the Home tab, in the Number group, choose the Number Format (General) box down arrow, and then choose an option in the list.The tutorial shows how to keep formatting of numbers, dates, percentage and currency when doing a mail merge from Excel to Word or change it to your liking. To preserve numeric data you've formatted as a percentage or as currency during a mail merge, follow the instructions in the "Step 2: Use Dynamic Data Exchange (DDE) for a mail merge" section. When done, save your data source with a new file name.įormat any numerical data like percentages or currency values in any new or existing data source in Excel that you intend to use in a Word mail merge. Mail merge - A free, 10 minute, video training Use mail merge to create and send bulk mail, labels, and envelopes In your mail merge document, you add the symbols before or after the merge fields like this: If you include the symbols, the numbers make more sense.

For example, here's how the currency and percentage values look if you omit symbols. Make sure you add the appropriate symbol before or after a merge field. Go to Home, and in the Number group, select the Number Format box down arrow, and then choose an option in the list (such as Text). Leading zeros-for example, 00399-in codes are dropped during a mail merge if they're not formatted as text.Ĭhoose the column that contains the ZIP Codes, postal codes, or other data to be formatted. If not done when imported, format it now. ZIP Codes or postal codes needs to be formatted as text to preserve the data during a mail merge. Format a column of percentages as text if you want to avoid that multiplication factor. If you choose percentage as a category, be aware that the percentage format will multiply the cell value by 100. Format a column with numbers, for example, to match a specific category such as currency. In your Excel data source that you'll use for a mailing list in a Word mail merge, make sure you format columns of numeric data correctly. Save your spreadsheet with a new file name. Data is imported beginning with the named cell address. Caution: The cell address in the Import Data dialog box shows the currently selected cell.