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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

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»}


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arrow blue right bubble  Formatting date properly during mail merge in Word

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 bubble  Formatting 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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  • To post as a guest, your comment is unpublished.
    Heather · 2 months ago
    YOU ARE AMAZING.... after years of fighting with currency in mail merges, finally the easiest and RIGHT answer.
  • To post as a guest, your comment is unpublished.
    cam · 8 months ago
    Hi there, I have my computer region numbering formatted so numbers are x.xxx.xxx,xx however my merge field field code format which is {MERGEFIELD UnitAmount \# "$#.##0,00;-$#.##0,00" \* MERGEFORMAT} still shows the number formatting as xx,xxx.xx. If I remove the formatting, then it displays as xxxx.xxxx
    Anyone know if this is possible and the correct formatting for Danish/German numbers? I need 1,000.00 to display as 1.000,00. Thanks in advance
    • To post as a guest, your comment is unpublished.
      Adix · 5 months ago
      O meu problema é similar: 1500000 => { MERGEFIELD Valor\# #.##0,00 } => 1500.000,00 Entretanto pretendo obter 1.500.000,00
  • To post as a guest, your comment is unpublished.
    Jim · 10 months ago
    Trying to add 14 days to "Current Date" for FISERV letters
  • To post as a guest, your comment is unpublished.
    Osmany Díaz · 1 years ago
    Hello, I am trying to change the date format of a field in Word that is extracted from a database (Oracle), the field arrives with date format as dd-mm-yyyy, but I need to insert that date in mm- dd-yyyy Someone could help me?
    • To post as a guest, your comment is unpublished.
      Adix · 5 months ago
      Other possible date formatting switches include:
      • \@ "dddd, d MMMM yyyy";
      • \@ "ddd, d MMMM yyyy";
      • \@ "d MMM yyyy";
      • \@ "dd/MMM/yyyy";
      • \@ "d-MM-yy"
  • To post as a guest, your comment is unpublished.
    Rene · 1 years ago
    I don't want my number rounded - it must display as is in the database, i.e. must be 8809010578082 not 8809010578100