How to fix Excel formatting issues within a Word Mail Merge

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  • Опубліковано 21 жов 2024
  • During a Word mail merge from a Microsoft Excel list, some Excel field types do not retain their formatting during the merge. Currency formats are one of those issues.
    This video teaches you how to use switches in word to format the incoming currency field day to retain the formatting during the merge.
    Let me know what you think.
    ~ Donna

КОМЕНТАРІ • 42

  • @alcanata6642
    @alcanata6642 2 роки тому +2

    This was soo helpful! Years of frustration with DDE and this simple fix made life so much easier for me.

    • @DonnaGilliland
      @DonnaGilliland  Рік тому

      Hi Al, thank you for visiting my channel. I am pleased that this video resolved an issue you have. It was kind of you to stop and take time to leave your comment. Thank you.

    • @cindywright1564
      @cindywright1564 Рік тому +1

      AGREED!

    • @DonnaGilliland
      @DonnaGilliland  Рік тому

      @@cindywright1564 so glad you found this video helpful.

    • @mfdulwich
      @mfdulwich 3 місяці тому

      Exactly -

  • @sharonhowell3388
    @sharonhowell3388 Рік тому +2

    Fabulous, that has really helped, thank you!

    • @DonnaGilliland
      @DonnaGilliland  Рік тому

      Thank you for your feedback. I am so glad this video was helpful for you.

  • @kinnaturale3040
    @kinnaturale3040 5 місяців тому +1

    Thanks!! This is perfect. What is the switch code for dates I want the dates in text May 11, 2018.

    • @DonnaGilliland
      @DonnaGilliland  5 місяців тому

      You are welcome. Based upon my understanding of you are asking, the switch code for the format: \\@ "MMMM d/yyyy"). Be sure to type a space after \\@.

  • @rochelkreiman5284
    @rochelkreiman5284 Рік тому +1

    I'm having a problem with fraction being inserted into my letter. Looks fine on database, but does not convert onto my letter.

  • @jimwalton9879
    @jimwalton9879 3 місяці тому

    very good, simple demonstration.

  • @rapiiahmad
    @rapiiahmad Рік тому

    Thank you. I'm having trouble with the subscript format. Can you help me.

  • @kylewolf1052
    @kylewolf1052 5 місяців тому

    Exactly what I needed, thank you Donna!

  • @gustavoelizalde5182
    @gustavoelizalde5182 19 днів тому +1

    It worked!! Thanks a lot!

    • @DonnaGilliland
      @DonnaGilliland  4 дні тому

      Great. Thank you for watching and I am glad you found value.

  • @elaineterry44
    @elaineterry44 Рік тому +1

    THANK YOU!! so helpful and clear very much appreciated :)

    • @DonnaGilliland
      @DonnaGilliland  Рік тому

      Elaine, you are so kind to take time to leave your feedback. I am happy to hear that my video helped you. Thanks again, Elaine.
      Be sure to subscribe and share.

  • @DoraniLacey
    @DoraniLacey Рік тому +1

    You're my hero - thank you!!!

    • @DonnaGilliland
      @DonnaGilliland  Рік тому

      Yeah! @doranilacey, I am so glad you found value from this video. Most people are unaware of this Excel fix within a mail merge. It's not intuitive.
      Thank you for being a member of my education channel and for taking your time to comment.
      Warm regards,
      Donna

  • @DeniseBartle
    @DeniseBartle 5 місяців тому +1

    Extremely helpful!

  • @tameikanewell2808
    @tameikanewell2808 2 місяці тому

    Thanks a million. Subscribed!❤

  • @lusiaodos3050
    @lusiaodos3050 2 роки тому +1

    It was really helpful

    • @DonnaGilliland
      @DonnaGilliland  2 роки тому

      Lusia, I am glad you found my video helpful. Let me know of any other areas of Microsoft Office that you might want to learn. I am working on new videos to upload.

  • @cindywright1564
    @cindywright1564 Рік тому +1

    Thank you! You've save me today:)

    • @DonnaGilliland
      @DonnaGilliland  Рік тому

      Hi Cindy, I am happy to hear that my video helped you. You are kind to take time to leave a message. I appreciate you.

  • @albertoalarcon3794
    @albertoalarcon3794 2 роки тому +1

    Thank you very much!!

    • @DonnaGilliland
      @DonnaGilliland  2 роки тому

      Alberto, I am glad you found my video helpful. Let me know of any other areas of Microsoft Office that you might want to learn. I am working on new videos to upload.

  • @ughrowie
    @ughrowie 10 місяців тому

    i'm having a problem with mine. in my workbook, it's a date (01-Jan-2023) but when it translates into my word doc, it's a series of numbers (not 20230101, but 4xxxxx numbers). does anyone know how to troubleshoot?

  • @LindaMachado
    @LindaMachado 2 роки тому +1

    Helpful! Thanks

    • @DonnaGilliland
      @DonnaGilliland  2 роки тому

      Linda, I am glad you found my video helpful. Let me know of any other areas of Microsoft Office that you might want to learn. I am working on new videos to upload.

  • @reginamontgomery8259
    @reginamontgomery8259 2 роки тому

    Thank you! Very helpful!

    • @DonnaGilliland
      @DonnaGilliland  2 роки тому

      Regina, I am glad this video helped you. Thank you for visiting my UA-cam channel.

  • @naybrobk
    @naybrobk 2 роки тому

    Hi Donna, I need to pick your brain. I have an excel worksheet and I’m trying to use it with word as a mail merge. I’m training to make display cards for a quilt show. When I merge the cells are correct however, it seems to only copy part of a cell. I have a cell when the person entering the quilt in the show has to describe or tell a story about that quilt. If someone only types a sentence or 2 it works great. There are a few who have typed a who paragraph. When I merge a few sentences will merge but not all the sentences. I have no clue what I am doing wrong, can you please help me?

    • @DonnaGilliland
      @DonnaGilliland  2 роки тому

      Hi Katie, are attempting to merge information from a merged cell within Excel? Is that the issue?

    • @naybrobk
      @naybrobk 2 роки тому +1

      @@DonnaGilliland no, I entered text, (description) of a item. It was rather lengthy. When I mailed merged my excel sheet to my word document it only merged about 3 sentences of that paragraph.

    • @DonnaGilliland
      @DonnaGilliland  2 роки тому

      Are these comment fields?

    • @naybrobk
      @naybrobk 2 роки тому

      @@DonnaGilliland I set up an excel spreadsheet for a quilt show. I enter the registration information in the spreadsheet. 1 column is the quilt story/description. Some are lengthy. When I merge the spreadsheet with word to produce my display cards for the quilts some of the more lengthy descriptions do not entirely merge. Maybe a few sentences but not the entire cell

    • @DonnaGilliland
      @DonnaGilliland  2 роки тому

      @@naybrobk I think it is a data type mismatch issue. However, this is not something I can help you resolve via messaging. It would require a little training on this issue.