![]() Need to group records in some manner when they are used in a mail merge? It can be frustrating when your records are not ordered in the way you want, but this seems to be a limitation of Word. Here's a couple of ways you can get rid of those spaces. For instance, a merge field may include spaces within the information that you would rather remove. When you merge information with a Word document, you may not be completely satisfied with the appearance of some of the merged information. If you need to get rid of those section breaks, there are a couple of approaches you can take. When you create a group of documents from a merge file, Word normally inserts section breaks between iterations of the document. (Filtering should suppress those blank labels.) This tip provides some guidance on what you should look for in your merge document to get the desired results. If you are filtering a mail merge in Excel, and you get blank labels in the printout in Word, chances are good that something is going wrong. Getting Rid of Blank Labels in a Filtered Merge It is easy to be confused by the dialog boxes, but this tip helps to remove some of the confusion. The security features introduced in Word 2003 resulted in a change in the dialog boxes you see when opening mail-merge source documents. You can use a macro to easily split such a document into individual files, one for each data record. When you use mail merge to create a document that incorporates all your data source records, you end up with a large document that is divided into sections. This tip shows how you can create the data in a document in a tabular format that can be easily understood by the mail merge feature. This tip looks at how you can control the formatting for dates.Īn easy way to perform a mail merge starts with creating a data file in a Word document. You may get unexpected results, however, if you believe that the formatting used in Excel should merge smoothly into your Word document. One of the data sources that Word allows you to use for your mail merges is an Excel worksheet. This can present a special challenge, as outlined in this tip. When merging data into a Word document, you may want to add information to the document based on an evaluation of what is being merged. Here's how to conditionally control how Word handles merging.Ĭonditionally Adding a Period in a Mail Merge One thing that is often overlooked (and which makes the capabilities more powerful) is the ability to add conditional processing to your merges. The Mail Merge capabilities can appear limited at first glance. Here's how to check out the information in your data file.Ĭonditional Processing During a Mail Merge When you get ready to merge a document with a data source, you'll want to make sure that everything is "as expected" before proceeding. This is relatively easy to do by putting together the proper type of merge field, as discussed in this tip. When creating a mail-merge document, you may want to include some special characters, such as check-marked boxes, in the document. ![]() This tip explains how catalog merges are different from other types of merges, and how that affects placing merge fields in a header or footer. Word can perform several different types of mail merge operations, and the type you choose can affect how you are able to use merge fields in the merge document. Here's an example and how to fix it.Ĭan't Place Merge Field in Header Of a Catalog Merge Document ![]() This can lead to some screwy results at times. When you merge data from Excel into a Word document, you may need to do some conditional processing based on the data you are merging. How you use these wizards is dependent on the version of Word you are using, however. It needn't be Word provides step-by-step wizards that lead you through the process. Performing a mail merge can be intimidating to some people. Word doesn't include an option to do this, but there are a couple of workarounds you can try. Original field code: to have the expected rendering result 1,234.00 with this feature.When you are doing a mail merge in Word, you may need to calculate a date sometime in the future. ![]()
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