On the Home tab, in the Number group, choose the Number Format (General) box down arrow, and then choose an option in the list. 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). 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. If you choose percentage as a category, be aware that the percentage format will multiply the cell value by 100.

Format a column with numbers, for example, to match a specific category such as currency. csv file, use the Text Import Wizard to set up your data in Excel. If youre using an Excel spreadsheet as your data source for a mail merge in Word, skip this step. 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. Step 1: Set up your data source in Excel. Save your spreadsheet with a new file name.

Data is imported beginning with the named cell address. Caution: The cell address in the Import Data dialog box shows the currently selected cell.

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