Although these codes are identical to those used in the Custom Number formatting feature of Excel, they are rarely seen by most Excel users.įor example, the formulas TEXT(B3, “$#,#0.00”) and TEXT(C5, “M/dd/yy”) convert number and date data into textual data (in this case, “$12,345.67” and “12/01/10”). The downside is that you need to know certain formatting codes. To do this, you need to use Excel’s TEXT function, which enables you to convert a number or date into its equivalent text formatted exactly the way you desire. The first way is to avoid the problem: In the Excel worksheet, insert a column with a formula that converts the Excel numbers or dates into a text format that is exactly the same as what you would want to appear in your Mail Merge document. Although this last approach is little known, it might be best approach-except for one giant detail: It no longer works for Word 2016. We can modify the spreadsheet, modify the Mail-Merge document, or simply modify the way the two files connect to each other.

For example, a sales result in Excel appears as 100 but in Word it suddenly becomes 99.99999999996!įortunately, there is a way to fix this.

One of the perennial annoyances of Mail Merge is its inability to format numbers from an Excel spreadsheet correctly. Unfortunately, the task of learning to master all of its idiosyncrasies can give you countless headaches. Once you learn how to use it, you can save countless hours of work. It is extremely powerful for creating labels and customized letters, emails, or reports. The Mail Merge feature of Microsoft Word is one of my favorite parts of the program. You can import an Excel data table into Word to customize your template with names. You can do a mail merge in Microsoft Word and Excel to create personalized documents for many recipients at once. Save your Excel file with your data and note the location where you save your Excel document. In Microsoft Excel Enter your data Make sure that you have labels on the top of every column of data. How To: Mail Merge with Word & Excel Mail Merges are a great way to create letters, certificates, and labels. Mail Merge Word From Excel By infidego1981 Follow | Public

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