Merging Excel Data with Word

Barb recently came across the problem with a user who wanted to merge an Excel file with a Word document in order to do a mail merge. The problem they found was that if you merge direct from Excel, date and currency formatting that you have applied in Excel is completely ignored by Word, e.g.

  • If you have formatted your date to show as 3 Oct 2011 in Excel, Word converts it show as 10/3/11.
  • If you have formatted currency to show as $3.50, Word converts is to show as 3.5

The only way to keep your formatting is to copy the data into a Word document and when pasted your date and currency formatting is retained but as they notes are quite comprehensive, we offer them here as a pdf download: Merging Excel with Word.

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