Wednesday, July 22, 2009

Format mergefields to be currency

When doing a mail merge into Word using an Excel file, any field formatted as currency or accounting in Excel does not carry the formatting into Word. Although you can just add a dollar sign prior to the mergefield, it doesn't help when some numbers are whole and others are decimals. Who wants to view the amount they owe as $15.3? I'd prefer the forced placeholder for the cents (decimal places) to see it as $15.30.
  1. Right-click the mergefield and select Edit Field.
  2. Click the Field Codes button in the lower-left corner.
  3. Click behind the mergefield name and then type the switch for a numeric picture (\#).
  4. Use # for optional numbers and 0 (zero) for required numbers.
  5. Click OK and preview your results.

Here's an example how some may look:
MERFIELD Price \# $#,##0.00 = $1,234.56 or $789.00
MERFIELD Price \# $#0.00 = $12.34 or $56.00
MERFIELD Price \# $#,##0 = $1,234 or $567.00

Still confused? Try watching this video to see how it's done.

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