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»}

Easily Split one word document into multiple

Generally, we use copy and paste to split a Word document one by one, but the Split Documnet utility can split a Word document based on page, heading1, page break or section break, which will improve the work efficience .  Click for full-featured free trial in 60 days!

Kutools for Word: with hundreds handy Word add-ins, free to try with no limitation in 60 days.

 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:

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

 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}

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%}.

Tabbed browsing & editing multiple Word documents/Excel workbooks as Firefox, Chrome, Internet Explore 10!

You may be familiar to view multiple webpages in Firefox/Chrome/IE, and switch between them by clicking corresponding tabs easily. Here, Office Tab supports similar processing, which allow you to browse multiple Word documents or Excel workbooks in one Word window or Excel window, and easily switch between them by clicking their tabs. Click for free trial of Office Tab!

Recommended Word Productivity Tools