Mail Merge - Keeping accounting format

[MrKowz]

Hey all,

I haven't used mail merge very much, and I have the need to keep the accounting format of a cell when it is merged into a word document. Basically, I need to make sure the dollar signs and decimals always line up.

My initial thought was to create a helper column that stores a value as a string, but I don't think that will work properly, since a space isn't the same width as other characters.

ex:
<b>Excel 2007</b><table cellpadding="2.5px" rules="all" style=";background-color: #FFFFFF;border: 1px solid;border-collapse: collapse; border-color: #A6AAB6"><colgroup><col width="25px" style="background-color: #E0E0F0" /><col /><col /></colgroup><thead><tr style=" background-color: #E0E0F0;text-align: center;color: #161120"><th></th><th>A</th><th>B</th></tr></thead><tbody><tr ><td style="color: #161120;text-align: center;">7</td><td style="text-align: right;;">775.34</td><td style="text-align: right;;">$ 775.34</td></tr><tr ><td style="color: #161120;text-align: center;">8</td><td style="text-align: right;;">9999999.99</td><td style="text-align: right;;">$ 9999999.99</td></tr><tr ><td style="color: #161120;text-align: center;">9</td><td style="text-align: right;;">1003.56</td><td style="text-align: right;;">$ 1003.56</td></tr></tbody></table><table cellpadding="2.5px" rules="all" style=";background-color: #FFFFFF;border: 1px solid;border-collapse: collapse; border-color: #A6AAB6"><thead><tr style="background-color: #E0E0F0;text-align: center;color: #161120"><th><b>Sheet1</b></th></tr></td></thead></table><br /><br /><table width="85%" cellpadding="2.5px" rules="all" style=";border: 2px solid black;border-collapse:collapse;padding: 0.4em;background-color: #FFFFFF" ><tr><td style="padding:6px" ><b>Worksheet Formulas</b><table cellpadding="2.5px" width="100%" rules="all" style="border: 1px solid;text-align:center;background-color: #FFFFFF;border-collapse: collapse; border-color: #A6AAB6"><thead><tr style=" background-color: #E0E0F0;color: #161120"><th width="10px">Cell</th><th style="text-align:left;padding-left:5px;">Formula</th></tr></thead><tbody><tr><th width="10px" style=" background-color: #E0E0F0;color: #161120">B7</th><td style="text-align:left">="$" & REPT(<font color="Blue">" ",15-LEN(<font color="Red">A7</font>)</font>) & TEXT(<font color="Blue">A7,"0.00"</font>)</td></tr></tbody></table></td></tr></table><br />

Any ideas would be much appreciated!

 

[lenze]

You will need to format the field in Word!!
Do a search for "switches". That should get you started!

lenze

 

[MrKowz]

Ahh - Thanks for that info, Lenze.

So would I want to make the switch be something like this?
{MERGEFIELD "Amount" \@ "_($* #,##0.00_)"}

Or would it be like:
{MERGEFIELD Amount \# _($* #,##0.00_)}

 

[Zaigham]

You can try this

http://spreadsheetpage.com/index.php/tip/mail_merge_without_word/

 

[MrKowz]

You can try this

http://spreadsheetpage.com/index.php/tip/mail_merge_without_word/

I appreciate the link, Zaigham, however this is something I am helping another employee in my office who frankly has enough grasp about excel to just do basic formatting. Something like that would be WAAAAAAAAAY over her head. Thanks anyway!

 

[Zaigham]

Thanks for feedback. Have a nice day.

 

[MrKowz]

I have tried a few different switches, and I can't seem to get the results I am looking for.



I've tried:

• {MERGEFIELD "Amount" /# "$* #,##0.00"}
• {MERGEFIELD "Amount" /# "_($* #,##0.00_)"}
• {MERGEFIELD "Amount" /@ "$* #,##0.00"}
• {MERGEFIELD "Amount" /# "$ #,##0.00"}

The last one gets me the closest, but when I still can't get the decimals to line up properly. For example:

If I have the values 9999999.99 and 5142.50 (for two different fields), and I want to show them one under the other, I get:

$ 9,999,999.99
$ 5,142.50

when I want it to look like:

$ 9,999,999.99
$     5,142.50

 

[MrKowz]

Update:

I figured it out.

I insertted a right-tab stop on the lines that have the dollar amounts, then I applied the following switch:

{MERGEFIELD Amount \# "$(ctrl-tab)#,##0.00"}

Thanks again, everyone!