Start your Mail Merge as usual (the detailed steps are here).Scroll down to the General section, select the check box Confirm file format conversion on open and click OK.How to use Dynamic Data Exchange to connect to Excel sheetīefore starting a mail merge, perform the following steps in Microsoft Word. Solution: For Word to display postal codes, dates, prices, percentages and other numeric values in the right format, connect to your Excel workbook using Dynamic Data Exchange (DDE). In our case, Excel's date 20-May-22 is transformed into in Word. Date - appears in the default format set in your Region settings.For example, 30% formatted as Percent in Excel may appear as 0.3 or 0.299999999 in Word. Percentage - normally, appears as a decimal number corresponding to the percent in some cases - a floating-point number.In Word, a number in its pure form is displayed (3000). In Excel, the number is formatted as Currency ($3,000.00).
Zip code - appears without a leading zero.Now, see what happens in a Word mail merge document: To illustrate the problem, please have a look at the source data formats in an Excel worksheet: As a result, in a Word document, the data appears in the format in which it is stored internally in Excel, and not in the format applied to cells. The problems typically occur with numbers formatted as percentage or currency, or numbers containing leading zeros such as zip codes.Ĭause: By default, Microsoft Word uses the OLE DB connection, which pulls in the information but not formats. When performing a mail merge from an Excel worksheet, some of your numeric data may lose formatting after coming through the merge.
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