![]() ![]() 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 Excel columns to see the transformed text as it’ll appear in the merged documents. If you need more columns, such as for an order. ![]() For more info on using the dialog box, see Edit Data Source. In the New Address List dialog box type recipient information in each column as appropriate. Remember that Excel shows a version of the cell, not necessarily the true value. Choose Select Recipients > Type a New List. An original field ‘Date’ can be formatted as text as a ‘Date_Formatted’ column using the Text() function. Then add columns to transform Excel fields into exactly how you want them to appear in the Word mail merge. Get & Transform (aka PowerQuery) can do that very well from almost any data source known to (digital) man. Import your mail merge data into Excel (assuming it’s not there already). Another and better way with ExcelĮxcel 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. ![]() 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. ![]()
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