excel to word with formatting

  • Thread starter Thread starter Johanna
  • Start date Start date
J

Johanna

having trouble taking an excel file, imorting into word with
formatting or styling?
 
You should be able to copy in Excel, and paste into Word, and retain the
formatting.

If you're using Excel data in a mail merge, you may lose some
formatting, for example zip codes may lose the leading zero.

If that's the problem that you're encountering, try the following:

After you select your Excel file as a data source, you should see a
'Confirm Data Source' dialog box. From that list, choose 'MS Excel
Worksheets via DDE (*.xls)', and your formatting will be retained.
(If you don't see the dialog box, change the setting in Word --
under Tools>Options, General -- add a check mark to
'Confirm Conversion at Open')

If you connect through a different source, you can format the fields in
the Word document. For example, to specify a number of decimals:

1. In Word, in the Main Document, press Alt+F9 to view the field codes.
2. Find the field code for the zip code. It will look something like:
{ MERGEFIELD "Zip" }
3. Add a switch, to format the number. For example:
{ MERGEFIELD "Zip" \# "00000" }
4. Press Alt+F9 to hide the field codes.
5. Save the Main Document
 

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