DDE has now been disabled in modern Office as a security risk. Start by preparing your data exactly as you would for a normal mail merge i.e. Each letter prints on a separate sheet of paper. Follow the links for details about each type: Letters that include a personalized greeting. There was an older ‘ Dynamic Data Exchange‘ system available for communication between Office apps. Mail merge using an Excel spreadsheet Use Outlook contacts as a data source for a mail merge Document types Word provides tools for incorporating your data into the following kinds of documents. 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. Choose the appropriate field you want to merge and choose Insert. On the Mailings tab, choose the ‘Insert Merge Field’ button, a list of the column headers on your saved excel document will drop down (i.e. Percentagex100: is the fraction from column B multiplied by 100. On your Word document, highlight the field you want to populate with the data from Excel. 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. This way you can create a batch of documents like personalized emails, letters.
Excel mail merge how to#
You can change the decimal fraction (eg 0.738) to a percentage (73.8) in Word. In this tutorial you'll learn how to link Excel data to Word using Mail Merge. 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 Then, select the target sheet and click OK. Browse for your Excel file and click Open. Connect Excel spreadsheet and Word document. For example 25% is stored in Excel as 0.25. On the Mailings tab, in the Start Mail Merge group, click Select Recipients > Use Existing List. 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. When you run a mail merge, Word pulls names, addresses, and other information.
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