MS WORD

How to format a date to uppercase month in mail merge

The date on a document in mail merge appears as 7/1/2020. It does not reflect the date format that you have set up in Excel to the merge document. This article provides two ways to help you format a date that you want and get the date to uppercase month in mail merge.

Apprication: Microsoft Word 2019 (Office 365)

1

No.1: Add a formatting switch to the merge field

Here is how you can add a formatting switch into the merge field to get the date format you want and get the uppercase month with full name.

Format a date as “Jul 1, 2020”

① Click on the merge field of date. The field is grayed out.

② Press [Shift]+[F9] to expose the field coding.

③ Click in front of ” } ” in the field code and enter the date format switch ” \@ “.

④ Enter the date format you want such as ” MMM d, yyyy ” after the switch.
Enter only M in uppercase. The uppercase “M” is used for month and the lowercase “m” is used for minute.

⑤ Under the [Preview Results] group in the [Mailings] tab, click [Preview Results] to see the date has been applied as your format. If the date has not been applied, press [F9] to update it.

Format the date to uppercase month

To get the date to uppercase month, insert a switch code “ \*UPPER ”.

① Click on the merge field of date and press [Shift]+[F9] to expose the field coding.

② Insert ” \*UPPER ” after [\@ “MMM d, yyyy”] as below.

③ Under the [Preview Results] group in the [Mailings] tab, click [Preview Results] to see the date has been applied as your format. If the date has not been applied, press [F9] to update it.

Function Key
[Shift] + [F9] On and off for one field coding
[Alt] + [F9] On and off for all field coding
[F9] Update the change
Sample of format
7/1/2020 {MERGEFIELD Date \@ “M/d/yyyy”}
07/01/2020 {MERGEFIELD Date \@ “MM/dd/yyyy”}
July 1, 2020 (Wednesday) {MERGEFIELD Date \@ “mmmm d, yyyy (dddd)”}
Jul 1, 20 (Wed) {MERGEFIELD Date \@ “mmm d, yy (ddd)”}

2

No.2: Using Formulas in Excel

Here is how you can format dates to uppercase months using formulas in Excel and merge to a word document.

① Open the Excel file that is the source of the data.

② Enter “ Format Date ” in cell [F1] to add a new filed.

③ Enter formula “ =UPPER(TEXT(E2, “mmm d, yyyy”)) ” in cell [F2].

④ Copy cell [F2] and paste to all dates are formatted.

⑤ Save and close the excel file.

⑥ Open a document and Select the [Mailings] tab.

⑦ Move the cursor after the merge field of date and press [Delete] key to delete it.

⑧ Move the cursor after “ Date: ” and under the [Write & Insert Fields] group, click on the down arrow in [Insert Merge Filed ] and select [Format Date]. The merge filed for Format Date is entered.

⑨ Under the [Preview Results] group in the [Mailings] tab, click [Preview Results] to see the date has been applied as your format.

Sample of format
7/1/2020 =TEXT(E2, ” m/d/yyyy “)
07/01/2020 =TEXT(E2, “mm/dd/yyyy “)
July 1, 2020 (Wednesday) =TEXT(E2, “mmmm d, yyyy (dddd)”)
Jul 1, 20 (Wed) =TEXT(E2, ” mmm d, yy (ddd)”)
Enter a value as a string

To enter a number or date as a string in Excel, type a apostrophe ( ) before the date or number, such as ” ‘ 2020/7/1 “.

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