How to format date, currency and number during mail merge in Word?

Mail merge is a useful tool to create a set of documents that are essentially the same but where each documents contain unique elements. However, when we merge some mails, we should pay more attention to the format of date, currency and number. This tutorial will show you how to format date, currency and number properly in word during mail merge.

Formatting date properly during mail merge in Word

Formatting currency and number properly during mail merge in Word

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Before we change the format of date, number and currency in mail merge, we need to apply following operations firstly.

Step 1: select the merge field you want to change. In this case, it is Date field.

Step 2: Press Shift-F9 to make the field coding visible. The field you selected should now look like this:

{MERGEFIELD DATE}, {MERGEFIELD CURRENCY} or {«Percent»}


arrow blue right bubbleFormatting date properly during mail merge in Word

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Please add the following formatting data: \@"dd MMMM yyyy" into the merge file of date. And the merge field of date should like this:

{MERGEFIELD DATE\@ "MMMM d, yyy"}

The format of date will be like this:

change-foramt-1

Note:you can change the date format to whatever you like. Other possible formats could be: • dd/MMM/yyyy , • d/MMM/yy, • d MMMM yyyy


arrow blue right bubbleFormatting currency and number properly during mail merge in Word

Please add the following formatting data \# $,0.00 into the merge file of currency, and the merge field of currency should look like this:

{MERGEFIELD CURRENCY\# $,0.00}

change-foramt-2

Note:the '\# $,0.00' in the field is referred to as a numeric picture switch. Other possibilities include:

(1). \# 0 for rounded whole numbers

(2). \# ,0 for rounded whole numbers with a thousand separator

(3). \# ,0.00 for numbers accurate to two decimal places, with a thousand separator

(4). \# $,0 for rounded whole dollar with a thousand separator

(5). \# "$,0.00;($,0.00);'-'" for currency, with brackets around negative numbers and a hyphen for 0 values

Besides, sometimes the number may be percentage, you may need to edit the field{ «Percent» } so that you get {=«Percent»*100 \# 0.00%}.


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