How to merge monetary values from Excel to Word?

[Guest]

I am trying to merge an excel worksheet to Word, but when I merge the
information, such as dollar amounts, i.e. 103,801,186, I lose the commas and
I have to go into each merge letter in Word and insert the commas. Is there
a way to set this up in Excel so it will merge in true format? Any help
would be greatly appreciated.
Thanks!!

 

[Guest]

In Word, right click on the currency field you need to format and select EDIT
FIELD from the short-cut menu.

Add the following field mask to your field, \# $####,0.0

In the example below a field named Amount is formatted for currency.
MERGEFIELD Amount \# $####,0.0

 

[Guest]

Thanks so much, this is helping on one of my databases but when I use the
exact same formula on another database it's turning $2,801,220 into
$3,809,374 -- I don't fully understand this formula yet but is there
something that I'm missing?
Thanks again!

 

[Dave Peterson]

It sounds like you're picking up the wrong field.

Is there any chance you have a date on that record?

Is that date 04/16/2004 (or 04/17/2008 if you're using 1904 date system)?

 

[Guest]

After an hour of trying to figure that out, I realized it was picking up a
hidden column, it was a long day !! This has been extremely helpful,
thanks so much!! Does anyone know the formula for %'s i.e. 2.26027%? And
once I have these formulas in the field codes, will they stay or do I need to
do this each time I do a mail merge?
Thanks again!

 

[Dave Peterson]

Debra Dalgleish posted this:

There's an article on the Microsoft web site that might help you:

Answer Box: Numbers don't merge right in Word
http://office.microsoft.com/en-ca/assistance/HA011164951033.aspx

And if you prefer the old Mail Merge helper, Word MVP Suzanne Barnhill
has instructions here:

http://sbarnhill.mvps.org/WordFAQs/CustomizingWord2002.htm

about half way down the page.

==========
I often cheat instead of racking my brain.

I'll insert another column (probably hidden!) and use:
=text(a2,"0.0000%")
(or whatever format I want)
and use that field in the mailmerge.

(Cheating doesn't bother me anymore <vbg>.)

 

[Guest]

I read that article earlier but didn't see anything on %'s -- did I miss it?

 

[Dave Peterson]

Nope. But if you've used =text() or used a custom format, I bet you could
figure it out.

Maybe...

MERGEFIELD Pct \# 0.0%

I read that article earlier but didn't see anything on %'s -- did I miss it?