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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Course Reviews: Site City of Boroondara

The City of Boroondara are a local council for whom I have been doing the in-house IT training since 2000.  Each time we run a class the attendees have to fill in an online evaluation.  One of the joys of this job is you are always being evaluated on each day’s work (in writing and by strangers); and there would not be too many jobs where that is a daily occurrence.  Here’s a couple of feedback forms from the other month, sent to be by Sangita Parsot, the Training Coordinator at Boroondara.

Course name: Introduction to Excel

Course date: Tuesday, 30 August 2011

Course pace: Just right

Course contents: Just right

Presentation of course: Excellent

Quality of venue: Very good

Knowledgeable trainer: Yes, Angela was extremely knowledgeable and friendly.

Training style suitable: Yes, relaxed and inclusive, so making it easy to learn.

Anticipated knowledge: Heaps

Suggested improvements: None, I loved it, thanks

Course name: Introduction to Excel

Course date: Tuesday, 30 August 2011

Course pace: Just right

Course contents: Just right

Presentation of course: Excellent

Quality of venue: Very good

Knowledgeable trainer: Angela was extremely knowledgeable and was able to answer all queries.

Training style suitable: Yes, her style was very relaxed, making everyone feel comfortable and making the training aims achievable.

Anticipated knowledge: Yes, and more.

Suggested improvements: It was great, thank you.

Course name: Introduction to Excel

Course date: Tuesday, 30 August 2011

Course pace: Just right

Course contents: Just right

Presentation of course: Excellent

Quality of venue: Excellent

Knowledgeable trainer: Articulate and knowleable

Training style suitable: Yes

Anticipated knowledge: Yes

Suggested improvements: Nil


Quick Guide to Excel Formulas

Barb Stapleton who works with me wrote up this a great little guide on using Excel Formulas.  Help yourself Structuring Excel Formulas (2)!