For more info, see Data sources you can use for a mail merge.įor more info, see Mail merge: Edit recipients.įor more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge. Connect and edit the mailing listĬonnect to your data source. The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.įor more information, see Prepare your Excel data source for mail merge in Word. Merge Cells on the other hand deletes all data except the values in the upper left column. Click center to place the title in the center of the merged cells and set a background color to make the title really stand out. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. Center Across Selection only centers data across the selected cells and does not delete them. Get Free Excel Training for a career in corporate finance and investment banking from the Corporate Finance Institute. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. Here are some tips to prepare your Excel spreadsheet for a mail merge.
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