Microsoft Office Tutorials and References
In Depth Information
Working with Data Files
Figure 10-9 Click Customize Columns to add, remove, rename, or reorder columns to better suit
your needs.
If the data you need already exists in your Outlook contacts or in a file, select one of those
options instead. You can use as a data source any of numerous file types, including an Excel
worksheet, a Word document (with data in a table), an Access database, an HTML file (with
data in a table), or plain text files in comma-separated values (.csv) or delimited formats.
You can also use information in a database that you access with an Open Database
Connectivity (ODBC) connector.
Note
Be sure that your data file includes a header record—one that identifies the data field
names. If it doesn’t, Word uses the data in the first record as a header, which means you
get undesirable field names and you lose access to the data in the first record.
After you connect to a data source, you can work with the list data by clicking Edit
Recipient List (in the wizard or on the ribbon). The Mail Merge Recipients dialog box appears, as
shown in Figure 10-10. Here you can select which records you want to include (select the
check box by the ones you want), sort the list (tip: click a column heading to sort instead of
clicking Sort), filter the list based on criteria you specify, and make other changes.
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