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. 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. PercentageasText: is the column B value converted to text (using the TEXT function) with percentage formatting applied. When I merge the files, the amount drops of the ending zeros (such as 68.5 and 128). 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. But the mail merge either wont include the decimal and cents, or adds numerous more digits to the amount. The spreadsheet (database) has the exact amount (some with cents). Using mail merg to write letters to customer about dollar amounts that the owe. Here’s a sample worksheet that shows you two different ways to ‘massage’ a percentage into a Word friendly form (the data is fictional): Created on OctoMail Merge field with dollars and cents.
#MAIL MERGE FROM EXCEL DROPS DOLLAR FORMAT CODE#
In Excel, select the column that contains the ZIP Code/Postal Code field. Method 2 Format the Excel field that contains the ZIP Code/Postal Code as text. The most direct option is to add some columns in Excel with versions of the percentage figure that you can use in Excel. NOTE: Your data now appears in the Mail Merge Recipients dialog box with the same formatting that appears in the Excel worksheet.
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 Because, there are many such fields, adding them manually is cumbersome. That is, in the mail merged document, I get only 87200. For example 25% is stored in Excel as 0.25. When I used this excel as data source to my mail merge in a word document, it does not bring in the format. 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.