An essential step in a Word mail merge process is setting up and preparing a data source. You can use an existing Excel data source or build a new one by importing a tab-delimited. If you're not using an existing Excel data source for your mail merge, you can use a contact list or an address book in a.
The Text Import Wizard guides you through the steps to get data that's in a. Select the My data has headers check box above the Preview pane if the file you're importing has headers, and then choose Next. In the Delimiters pane, select the check box that matches the delimiter such as a Tab or Comma your data uses, and then choose Next.
The available formats are General , Text , and Date. Each time you apply a data format to a column, the name of the format appears in the table header for that column. A column that contains numerical data such as a percentage or a currency value, for example, can only be formatted after the file is imported. See the "Format numerical data in Excel" subsection that follows for more information. Format any numerical data like percentages or currency values in any new or existing data source in Excel that you intend to use in a Word mail merge.
To preserve numeric data you've formatted as a percentage or as currency during a mail merge, follow the instructions in the "Step 2: Use Dynamic Data Exchange DDE for a mail merge" section. On the Home tab, in the Number group, choose the Number Format General box down arrow, and then choose an option in the list.
When you have an Excel data source that contains formatted numbers like percentages and currency values, some of the numeric data may not retain its formatting during a mail merge. Under General , select the Confirm file format conversion on open check box.
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In the Mail Merge pane, under Select recipients , choose Use an existing list. Under Use an existing list , choose Browse , and then open your formatted spreadsheet. Continue with your letter , email message , label , or envelope merge.
Under General , clear the Confirm file format conversion on open check box. If you've built a contact list in an Excel spreadsheet, it's important to format any zip codes or postal codes as text to avoid losing data. If you're importing into a new spreadsheet any contacts from either a text. If you're already using an Excel spreadsheet as your data source for a mail merge in Word, go to Step 2 in this topic. Open Excel, and on the Data tab, choose From Text.
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In the Text Import Wizard , choose Next. It has been a very widely applied spreadsheet for these platforms, especially since version 5 in , and it has almost completely replaced Lotus as the industry standard for spreadsheets.
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Excel forms part of Microsoft Office. Used as the basis for XLS files it is a persistence format that supports authoring and manipulating content in workbooks and workbook templates.
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