Merging Excel data source with Word form 1

[Katy]

Help!!! I'm using an excel data source with date format (yyyy/mm/dd), but when merging with a Word form, the numbers switch to mm/dd/yyyy. And when using a date format (mm/yyyy), it switches to mm(always 1)/dd/yyyy. Other than changing the date format to text format in Excel, does anyone have any advice on how to make the merged file (in Word) retain the data source formatting.

Thanks for listening.

Kate

 

[Lilliabeth]

There are a few ways to do this; here is one of them:

In Word:

On the Tools menu, click Options, and then click the General tab. Click Confirm conversion at Open.

At the step in the mail-merge process when you connect to your data file, after you locate the Excel worksheet you want to connect to, the Confirm Data Source dialog box opens.

Click MS Excel Worksheets via DDE (*.xls), and then click OK. In the Microsoft Excel dialog box, for Named or cell range, select the cell range or worksheet that contains the information you want to merge, and then click OK.


Continue with the merge as usual.

 

[Katy]

Lilliabeth, thank you so much. It works for me, so now I'm passing it on to the original requestor. Thank you again.

Kate