How do I change the data source for a mail merge in Word?

Go to Mailings > Select Recipients > Use an Existing List, then choose New Source to open the Data Connection Wizard. Choose the type of data source you want to use for the mail merge, and then select Next. Follow the prompts in the Data Connection Wizard to complete the data connection to the merge document.

How do I change the From field in a mail merge?

If you wish to send an email from your email address instead of the shared mailbox, you will have to change the email in the From field when composing a new email message or go into Account Settings > Account Settings and set the default email back to your email address.

How do you unlink a data source from a mail merge document?

You can cancel a merge to disconnect a mail merge publication or a catalog merge template from its data source. Click Mailings tab > Select Recipients, and then click Cancel Merge.

How do I change the data link properties in Word?

Changing Document Links

1. Display the Word Options dialog box.
2. Click Prepare at the left side of the dialog box.
3. Click Edit Links to Files.
4. Select the link you want to change.
5. Click on Change Source.
6. Use the controls in the dialog box to select the new source for the link.
7. Click on Open.

Where is the data source for mail merge?

The mail merge process involves taking information from one document, known as the data source, combining with another document known as the main document. The data source is a document, spreadsheet or database that contains personalized information such as names, addresses, and phone numbers.

How do I export a pivot table to Word?

Questions and answers

1. In Excel, select the embedded chart or chart sheet that you want to copy to a Word document.
2. Select the Home tab then from the Clipboard group click the Copy button.
3. In the Word document, click where you want to paste the copied chart.
4. Select the Home tab then from the Clipboard group click Paste.

How do you mail merge from Excel to Word?

How to mail merge from Excel to Word

1. Create a Word document.
2. Choose what kind of merge you want to run.
3. Select the recipients.
4. Connect Excel spreadsheet and Word document.
5. Refine the recipient list.
6. Add Address Block and Greeting Line.
7. Insert merge fields.
8. Preview the results.

How do I format a mail merge field?

In the template document, while the merge field is selected, do the following to display the field code: Press Shift + F9 on Windows. Press Fn + Shift + F9 on Mac….Date and numeric format examples.

Field format	Merge field syntax
To use percentage symbol formatting: 8%	{MERGEFIELD TaxItem.TaxRate \# ##%}

How do I toggle field codes in mail merge?

In the main Word mail merge document, select the number field. Right-click the field and choose Toggle Field Codes from the drop-down menu to display the field code. You can also press Shift + F9 to display the field code.

How do I break a link in a mail merge?

You can break a link between your document and another application by following these steps:

1. Choose Links from the Edit menu. Word displays the Links dialog box.
2. Select the link you want to break.
3. Click on Break Link. You are asked to confirm you action.
4. Click on Yes.

How do I change the source in Word?

Edit a source

1. If you need to edit a source, on the References tab, click Citations, and then click the settings button in the bottom right corner of the Citations pane.
2. click Edit Source.
3. Make the changes you want to the source, and then click OK.

How do I change the table link in Word?

To update a link:

1. Save the Word document.
2. Right-click the linked worksheet object or HTML table. A drop-down menu appears.
3. Select Update Now.

How do you refresh data source in mail merge?

Highlight the data source in the lower left hand corner and click the refresh button to update the recipient list. You are now ready to complete the Mail Merge with the updated data. Click the Finish and Merge button to access options to print or save the merged document as a new file.

What is data source in context of mail merge?

How do you use pivot tables in Word?

Manually create a PivotTable

1. Click a cell in the source data or table range.
2. Go to Insert > PivotTable.
3. Excel will display the Create PivotTable dialog with your range or table name selected.
4. In the Choose where you want the PivotTable report to be placed section, select New Worksheet, or Existing Worksheet.

Can you export a pivot table?

Export data to a pivot table. On the left nav, select a table. On the command bar select the Export to Excel menu, and then select Dynamic PivotTable. In the Select Columns for Pivot Excel dialog box, select the column settings and then select Export.

How do I create a mail merge in outlook?

1 Go to Mailings > Select Recipients > Use an Existing List, then choose New Source to open the Data Connection Wizard. 2 Choose the type of data source you want to use for the mail merge, and then select Next. 3 Follow the prompts in the Data Connection Wizard to complete the data connection to the merge document. More

How to open data source in mail merge recipients?

In the Mailings tab area, we can click the Mail Merge Recipients to see the data we have already inserted. 4. Click the Open Data Source drop-down button → select Close Data Source first. 5. Then click Open Data Source and choose a needed data source according to our needs.

How do I edit a mail merge in WPS Writer?

Open the document we want to edit in WPS Writer. 2. Click the References tab → click the Mail Merge button. 3. In the Mailings tab area, we can click the Mail Merge Recipients to see the data we have already inserted.

Can you change the source of a pivot table?

However, if the source data has been changed substantially—such as having more or fewer columns, consider creating a new PivotTable. You can change the data source of a PivotTable to a different Excel table or a cell range, or change to a different external data source.