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. In general, a user is sending one single mail to several recipients.
Excel mail merge download#
You can download the template created by Ragic according to your form page design, by clicking the Download. Įither ‘Percentagex100’ or ‘PercentageasText’ will work in a Word mail merge. Mail Merge in Excel is a built-in feature of Microsoft Excel to integrate with Microsoft Word, Microsoft Outlook, and other similar applications that allow the user to send multiple emails simultaneously with simple steps costing a couple of minutes. Click Mail Merge under Tools in your listing page. a sheet in Excel with headers in the first row and data underneath. Navigate to and select the Excel spreadsheet. PercentageasText: is the column B value converted to text (using the TEXT function) with percentage formatting applied. Start by preparing your data exactly as you would for a normal mail merge i.e. Word: Reattach Excel mail merge data source Mailings tab > Select Recipients > Use Existing List. 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.
Excel mail merge how to#
To do it embed the MERGEFIELD inside another Word field. Step 1: How to export contacts from ClientLook to Excel Make sure the column names on your spreadsheet match the field names you want to insert in your mail. 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. According to the information of Microsoft and some other source of their learning online, to keep the formatting of Excel in Mail Merge, then in step Confirm Data Source (Confirm Data Source) you check the Show all (Show All ) then select MS Excel Worksheets via DDE (.xls).
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