![]() ![]() For more info, see Data sources you can use for a mail merge.įor more info, see Mail merge: Edit recipients.įor more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge. Connect and edit the mailing listĬonnect to your data source. The first one is the manual method where you add the placeholder texts yourself for one document and Word does the rest for the remainder of mails or emails. The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.įor more information, see Prepare your Excel data source for mail merge in Word. There are two ways to do a mail merge from Excel to Word. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. DDE has now been disabled in modern Office as a security risk.Here are some tips to prepare your Excel spreadsheet for a mail merge. There was an older ‘ Dynamic Data Exchange‘ system available for communication between Office apps. It’s the easiest to use, just insert into the merge document and it’ll appear exactly the same as in Excel. I prefer the ‘as Text’ options for numbers in a Mail Merge because what you see in Excel is exactly the same as what appears in Word. ‘PercentageasText’ locks you into a single format to display in Word. Video of the Day Step 2 Highlight the block of spreadsheet cells that need to be included in the Word document. Merge Excel table data into Word fields I am trying to take data from an Excel table and merge it into fields in a Word document. ![]() Bring the Excel document to the foreground. PercentageasText: is the column B value converted to text (using the TEXT function) with percentage formatting applied. Step 1 Open both the Microsoft Word document and the Microsoft Excel spreadsheet in separate windows on the computer screen. There may be cases where you use the same Excel data in different formats for the mail merge. ‘Percentagex100’ sends a number (not text) to Word that you can format in any way you wish. Percentagex100: is the fraction from column B multiplied by 100. This is the usual way percentages are handled in Excel.Īctual Value: exposes the value in column B in the way Excel stores it, in other words as a fraction. ![]() Percentage: Column B is the fraction (eg 0.12) displayed as a percentage. Here’s a sample worksheet that shows you two different ways to ‘massage’ a percentage into a Word friendly form (the data is fictional).Īny of the four columns can be used for a Word Mail Merge - the choice is up to you. The most direct option is to add some columns in Excel with versions of the percentage figure that you can use in Excel. Remember to press Ctrl + F9 to make the field – not the curly brackets on the keyboard. Type the information you need in the worksheet, and enter the image file path as below screenshot shown: 2. This lets you multiply the number coming from Excel by 100 before formatting. Mail merge data and pictures from Excel to Word 1. To do it embed the MERGEFIELD inside another Word field. You can change the decimal fraction (eg 0.738) to a percentage (73.8) in Word. There’s more than one solution to the problem: Formatting in Word From the Mailings tab, select Start Mail Merge From the Start. Normally, a Word mail merge will import the raw number from Excel and let you format it in way we’ve described before. Link the Excel Data Source File Open Word with a blank document or your Word letterhead. Embed: Highlight the data in Excel, press Ctrl + C or Command + C to copy it, then paste it where you want the data to appear in Word. When editing PDF files, we often need to merge multiple PDF files or split a PDF file. For example 25% is stored in Excel as 0.25. When you insert Excel data into Word, you can either link the Excel worksheet to the document or embed it. How can you put percentages into a Word mail merge? There are several methods including the one we like because it’s reliable and simple.įollowing our article on importing Excel data into a Word mail merge, here are the options for using percentages.Įxcel might show a percentage but the number stored is a fraction. ![]()
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