Please Note: This article is written for users of the following Microsoft Word versions: 2007, 2010, 2013, and 2016. If you are using an earlier version (Word 2003 or earlier), this tip may not work for you. For a version of this tip written specifically for earlier versions of Word, click here: Proper Comparisons for Dates in Merge Fields.

Proper Comparisons for Dates in Merge Fields

Written by Allen Wyatt (last updated February 24, 2022)
This tip applies to Word 2007, 2010, 2013, and 2016


1

Volker is having a problem comparing dates in a merge field. His database contains a Birthdate field, which (obviously) contains a birth date for each person in the database. As he merges each record, he wants to compare the Birthdate field to a reference date, and then take some action based on the result. The logic he is attempting to use looks like this:

{IF {MERGEFIELD Birthdate} > "02/26/1981" "Under 30" "Over 30"}

The problem is that the comparison doesn't work properly; it doesn't return consistent results. One possible solution is to use a format switch in the merge field, in the following manner:

{IF {MERGEFIELD Birthdate\@"MM/DD/YYYY"} > "02/26/1981" "Under 30" "Over 30"}

This puts the incoming information into a comparable format. The results you get from this approach may depend, however, on characteristics of the data source, independent of Word. You could also try putting the dates into a year-first format, such as the following:

{IF {MERGEFIELD Birthdate\@"YYYY/MM/DD"} > "2011/02/26" "Under 30" "Over 30"}

If the comparison still yields inconsistent results, then the only solution may be to do a mathematical conversion on the date (actually, on both Birthdate and the reference date) so that you have an actual numeric comparison. You can do this by converting the date into a Julian value, which requires a very complex merge field, like the one shown here:

{IF {QUOTE {SET a{=INT((14-{MERGEFIELD BIRTHDATE \@ M})/12)}}
{SET b{={MERGEFIELD BIRTHDATE \@ yyyy}+4800-a}}
{SET c{={MERGEFIELD BIRTHDATE \@ M}+12*a-3}}
{SET d{MERGEFIELD BIRTHDATE \@ d}}
{SET jd{=d+INT((153*c+2)/5)+365*b+INT(b/4)-INT(b/100)+INT(b/400)-32045}}
{jd \#,0}} > 2,443,056 "over 30" "under30"}

Such an approach may look intimidating, but is just the brute-force method necessary for some instances.

WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (9995) applies to Microsoft Word 2007, 2010, 2013, and 2016. You can find a version of this tip for the older menu interface of Word here: Proper Comparisons for Dates in Merge Fields.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates, a computer and publishing services company. ...

MORE FROM ALLEN

Entering Data as Thousands

There are many different ways you may need to enter data in a worksheet. For instance, you might want to enter data in ...

Discover More

Preparing a Chart Sheet for Printing

One type of chart that Excel allows you to create is one that occupies an entire worksheet. When it comes time to print ...

Discover More

Checking Just the Selected Text

Having a hard time doing a spell check on just the portion of the document you've selected? This is apparently due to a ...

Discover More

Discover the Power of Microsoft Office This beginner-friendly guide reveals the expert tips and strategies you need to skyrocket your productivity and use Office 365 like a pro. Mastering software like Word, Excel, and PowerPoint is essential to be more efficient and advance your career. Simple lessons guide you through every step, providing the knowledge you need to get started. Check out Microsoft Office 365 For Beginners today!

More WordTips (ribbon)

E-mailing from a Mail Merge

Word has a great mail merge capability. Inherent in this capability is the option to send your merged documents via ...

Discover More

Automatically Determining a Due Date

When you are doing a mail merge in Word, you may need to calculate a date sometime in the future. Word doesn't include an ...

Discover More

Checking Your Data File

When you get ready to merge a document with a data source, you'll want to make sure that everything is "as expected" ...

Discover More
Subscribe

FREE SERVICE: Get tips like this every week in WordTips, a free productivity newsletter. Enter your address and click "Subscribe."

View most recent newsletter.

Comments

If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] (all 7 characters, in the sequence shown) in your comment text. You’ll be prompted to upload your image when you submit the comment. Maximum image size is 6Mpixels. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is nine more than 8?

2024-02-29 17:59:53

Jaime Carrozzi

Wouldn't this be simpler? { if {COMPARE { MERGEFIELD M_EXP \@ YYYYMMDD } < { DATE \@ YYYYMMDD } } = 1 "Yes" "No" }


This Site

Got a version of Word that uses the ribbon interface (Word 2007 or later)? This site is for you! If you use an earlier version of Word, visit our WordTips site focusing on the menu interface.

Videos
Subscribe

FREE SERVICE: Get tips like this every week in WordTips, a free productivity newsletter. Enter your address and click "Subscribe."

(Your e-mail address is not shared with anyone, ever.)

View the most recent newsletter.