Note the following requirements for the data table: The text in an output document can be the same in all output documents, but you can apply formatting to specific documents.īefore you proceed with the Mail Merge Wizard, make sure that your Excel worksheet is well structured for this purpose. The output documents are the result of the mail merge. This database is typically a list of names, addresses, phone numbers, and other categories of personal information. For example, the recipient list is a Microsoft Access database file or an Excel worksheet. The recipient list is a database that contains the data that is to be merged into the output documents. It may contain a letterhead, text, and instructions in merge fields for inserting text (such as recipient names and addresses) that vary from one output document to another.
The main document contains the basic text that is the same in all of the output documents. When you use the Word Mail Merge feature, Word merges a main document with a recipient list to generate a set of output documents:
#Microsoft mail merge from excel how to#
This article explains how to use the Mail Merge feature in Microsoft Word to create and to print form letters by using data from a Microsoft Excel worksheet. DDE has now been disabled in modern Office as a security risk.How to use the Mail Merge feature in Word to create and to print form letters that use the data from an Excel worksheet 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. ‘PercentageasText’ locks you into a single format to display in Word. There may be cases where you use the same Excel data in different formats for the mail merge. Probably ‘Percentagex100’ is the better choice since it sends a number (not text) to Word that you can format in any way you wish. Įither ‘Percentagex100’ or ‘PercentageasText’ will work in a Word mail merge. PercentageasText: is the column B value converted to text (using the TEXT function) with percentage formatting applied. 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): 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. This lets you multiply the number coming from Excel by 100 before formatting. 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. Normally, a Word mail merge will import the raw number from Excel and let you format it in way we’ve described before.Īs usual, there’s more than one solution to the problem: Formatting in Word
For example 25% is stored in Excel as 0.25. How can you put percentages into a Word mail merge?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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