Forum Discussion
Carl_61
Dec 08, 2024Iron Contributor
Mail Merge Dates Issue
I have an Excel Sheet that includes dates. I have created a Word Mail Merge Document that includes the merging of dates and other information from the Excel Sheet. In the merge, all data other than ...
Kidd_Ip
Dec 09, 2024MVP
Try referring this:
- Check Excel Date Formatting:
- Ensure that the date column in your Excel sheet is formatted as a date. Even if it appears as a date, Excel might still treat it as a number.
- Use Dynamic Data Exchange (DDE):
- Using DDE can help maintain the formatting from Excel to Word. To enable DDE:
- In Word, go to File > Options > Advanced.
- Scroll down to the General section and check the box for Confirm file format conversion on open.
- Start the Mail Merge process again. When selecting your Excel file, a dialog box will appear. Choose MS Excel Worksheets via DDE.
- Using DDE can help maintain the formatting from Excel to Word. To enable DDE:
- Apply a Date Format Switch in Word:
- You can add a switch to the merge field to format the date correctly:
- In your Word document, press Alt + F9 to display the field codes.
- Locate the date merge field, which will look something like { MERGEFIELD YourDateField }.
- Modify it to include a date format switch, such as { MERGEFIELD YourDateField \@ "dd MMMM yyyy" }.
- Press F9 to update the field and Alt + F9 again to toggle back to the normal view.
- You can add a switch to the merge field to format the date correctly:
- Refresh Data Source Connection:
- Sometimes, refreshing the connection between Word and Excel can help:
- Go to the Mailings tab in Word.
- Click Select Recipients and choose Use an Existing List.
- Re-select your Excel file.
- Sometimes, refreshing the connection between Word and Excel can help:
- Check Regional Settings:
- Ensure that the regional settings in both Excel and Word are consistent, as differences can cause formatting issues.