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Conga Support

Special Excel Merge Fields

Conga Composer offers several additional merge fields for even more flexibility in your Excel merge templates.

Today’s Date (Text)

Create a &=Date.Today merge field to insert a Date field and insert the current date as a text string.

You cannot apply a date-format to this value because it is a text string.


Today’s Date (numeric)

Create a &=Date.Today(numeric) merge field to insert the current date and apply Excel cell formatting.


Today’s Date (Date/Time Value)

Create a &=Date.TodayDT merge field to insert the current date as a date/time value. You can format the resulting date with any of Excel’s date-formatting options.

Rich Text to HTML (HTML)

If <br> appears after the document is merged, add (HTML) to the end of the merge field. 

  The HTML function is limited to standard text characters. The HTML function will not render advanced formatting and content such as bullets, images, and font colors.


Example: &=Master.MailingAddress(HTML)


Hyperlinks in Excel

Conga cannot create hyperlinks in Excel. You can use Excel link a merged Conga field. Merge the URL into the first column. Then use a hyperlink formula in the next column, for example: &=&=HYPERLINK(A{r}, "Click Here". Optionally, you can hide Column A so only "Click Here" in Column B is visible to the end user.


Percentage Fields

Percentage fields in Excel are not actually a percent in Salesforce. You must apply an Excel formula to your output. A best practice is to create two columns: one for the merge field and another for the calculation. After testing, hide the merge field cell.

&=Opportunity.Probability_%(numeric) &=&=C{r}/100


Hiding Merged Cells

  1. Select the cell or range of cells that contains values that you want to hide. For more information, see Select cells, ranges, rows, or columns on a worksheet. The selected cells appear blank on the worksheet, but a value appears in the formula bar when you click one of the cells.

  2. On the Home tab, click the Dialog Box Launcher Button image next to Number.

    Excel Ribbon Image

  3. In the Category box, click Custom.

  4. In the Type box, select the existing codes.

  5. Type ;;; (three semicolons).

  6. Click OK.

Row Number Field

The ROW_NUMBER field numbers each line item in a detail dataset and is included by default in every report or query dataset.  Insert this field into any detail region in the template to number the results in the merged output file. 

When the {{ROW_NUMBER}} merge field is placed in the far left column:

The merged output file looks like this: