![]() Use the IF() function to handle special situations like empty or unusual values.īest of all, you can easily check the results by scrolling down the Excel columns to see the transformed text as it’ll appear in the merged documents. Remember that Excel shows a version of the cell, not necessarily the true value. An original field ‘Date’ can be formatted as text as a ‘Date_Formatted’ column using the Text() function. Then add columns to transform Excel fields into exactly how you want them to appear in the Word mail merge. Get & Transform (aka PowerQuery) can do that very well from almost any data source known to (digital) man. Import your mail merge data into Excel (assuming it’s not there already). ![]() ![]() Easy, right Now let’s talk about the disadvantages of sending mass email campaigns with Outlook. Add the subject line and click OK to send. Another and better way with ExcelĮxcel has much better formatting and data transformation options than Word.įor many years, we prefer to do all the formatting in Excel, with additional fields (columns) that have the dates, amounts etc as text formatted as you like. With the personalization baked in, you’re all set to send your first mass mailing.Click Finish & Merge in the ribbon menu and then Send Email Messages. UK post codes includes letters and should be stored as text. ![]() See the merge codes (Alt + F9 – toggles the display of field codes vs results) then add formatting codes.īecomes something like That’s because Word has it’s own formatting options. When Word imports mail merge data it only imports the raw data, not the formatting used in Excel. ![]()
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