Use the IF() function to handle special situations like empty or unusual values.īest of all, you can easily check the results by scrolling down the column to see the transformed text as it’ll appear in the merged documents. The original field ‘Date’ can be formatted as text as ‘Date_Formatted’.
Ctrl + A (Select all) then F9 will update all the fields in a document. You can now alter the field code and details. Press Alt + F9 to reveal the field codes or Shift + F9 to reveal only the currently selected field code. Another and better wayĮxcel has much better formatting and data transformation options than Word.įor many years, we prefer to do all the formatting in Excel, with additional fields (columns) that have the dates, amounts etc as text formatted as you like. Often, you’ll want to see the field code and perhaps change it. UK post codes includes letters and should be stored as text. See the merge codes (Alt + F9 – toggles the display of field codes vs results) then add formatting codes.īecomes something like That’s because Word has it’s own formatting options. When Word imports mail merge data it only imports the raw data, not the formatting used in Excel. When I merge the files, the amount drops of the ending zeros (such as 68.5 and 128). In the Excel database the amount cells are formatted for currency with 2 decimal places and the date cells are formatted as Feb. “ I try to merge data (such as amount, PO#, to whom, as well as the date) from an Excel database. How to change the look of Word mail merge data like dates and dollar amounts to exactly what you want to see in the documents.
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