


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).
#MAILINGS IN EXCEL ZIP#
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. In the Mail Merge task pane, select the type of document that you want to work on, and then select Next. On the Mailings tab, select Start Mail Merge, and then select Step By Step Mail Merge Wizard. Select the Confirm file format conversion on open check box, and then select OK. If you choose percentage as a category, be aware that the percentage format will multiply the cell value by 100. On the Advanced tab, go to the General section. 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. You can follow the question or vote as helpful, but you cannot reply to this thread. Save your spreadsheet with a new file name. I have right clicked and got the dropdown menu for the main tab but mailings tab also missing from there. Data is imported beginning with the named cell address. Caution: The cell address in the Import Data dialog box shows the currently selected cell.
