Excel, bullet points, mail merge

Walker 1 Reputation point
2021-07-21T06:40:18.81+00:00

Hi

I have a basic knowledge of mail merge, and what I want to do a merge with bullet points where if a field has no data, I don't want a bullet point to appear. I don't even know if this is possible.

My questions are:

  1. Would the format of the table be like this
    116556-image.png

or like (don't think this way is right - lol):
116604-image.png

  1. Would there be anything special I need to do to achieve the mail merge to look like this:
    116595-image.png 116509-image.png

instead of like this:
116597-image.png

I do appreciate any help as if I can get this working, it will be a massive time saver.

Thanks

Word Management
Word Management
Word: A family of Microsoft word processing software products for creating web, email, and print documents.Management: The act or process of organizing, handling, directing or controlling something.
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Excel Management
Excel Management
Excel: A family of Microsoft spreadsheet software with tools for analyzing, charting, and communicating data.Management: The act or process of organizing, handling, directing or controlling something.
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  1. Emily Hua-MSFT 27,526 Reputation points
    2021-07-22T02:31:48.19+00:00

    @Walker

    On my environment with Microsoft 365 apps installed, I could not reproduce your issue.
    Could you please share us which version of Office are you using now?
    How did you instert the bullet icons?
    Which type of file did you use mail merge to create? Such as letters, Labels.

    Let me show you my test details.
    Following image is the data source of recipients.
    116830-image.png

    I start the mail merge for letters, then I click "Step-by-Step Mail Merge Wizard. The recipients are as image below.
    116805-image.png

    I write the letters as following, the bullet points are inserted via the Bullets icon from Home tab > Paragraph group.
    116903-image.png]

    If you preview the results, you would find the bullet point would not appear if the field has no data.
    116806-2.gif

    Any questions, you may psot back.

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