Now that the column headings are set, fill in the appropriate information for each of the people you are creating a label for.
HOW TO DO A MAIL MERGE FROM EXCEL TO WORD ZIP
Likewise type City, State and Zip in the fourth, fifth and sixth cell respectively. The first row will be the column headings, so in the first cell type the word First, in the next cell type Last and in the third cell of the first row, type Address. Since we’re creating mailing labels, the data we will be merging will be first name, last name, and address.Ģ. (This works with Google Docs’ spreadsheets too).
HOW TO DO A MAIL MERGE FROM EXCEL TO WORD SOFTWARE
Open Microsoft Excel or whichever spreadsheet software you use. Merge Data from an Excel Workbook into a Word Documentġ.
The first thing I would do is create the Excel worksheet from which my Word template will pull data from. Let’s say I want to create mailing labels for a “save the date” postcard. This will allow the mapping process to go a lot smoother (I’ll talk about mapping a bit later). You need to make sure the column headings are recognizable and properly labeled. The first and most important is your list and data within the list. There are three main steps involved in building a merged document. Imagine the possibilities, especially for direct mail purposes. Everything from envelopes and letters to name badges and table tents, data merging will eliminate the exhaustive task of typing each record by hand by pulling data from a designated Excel file. Merging data from an Excel spreadsheet or workbook is a very basic, yet powerful tool that can save a tremendous amount of time when trying to create documents that have variable fields. DDE has now been disabled in modern Office as a security risk.Merge Data from an Excel Workbook into a Word Document 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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