Regarding the formatting, changing that is fairly simple. For example, in the field codes you'll see:
\l "9" \b "47" \h
For a fairly simple grid, you could change that to:
\l "27" \b "165" \h
As indicated in post #4, the formatting options can be set via the 'Table AutoFormat dialog box', which you can access via Insert|Quick Parts|Field>DataBase. All you need to do to see what's possible is to use the process to connect to your data source, then go though the various 'Table AutoFormat' options and see which combination you (or your boss) prefer.

To change the source filenames, you'd need to edit the fields. You do this by Pressing Alt-F9, which will turn the field codes into something like:
{ DATABASE \d "{FILENAME \p}/../Tracker.xlsx" \s "SELECT [Last], [First], [Rank], [Dept], FORMAT([AA&E], 'DD-MMM-YYYY') AS Expiry FROM [Tracker$] WHERE [Due] < 0 ORDER BY [Last] " \l "9" \b "47" \h }
To use a different file in the same folder, simply change 'Tracker.xlsx' to whatever that other file's name is. If you want to use a different worksheet, change 'Tracker' in [Tracker$] to whatever that other sheet's name is. When you're done, press Alt-F9 again to toggle the field code display, then Ctrl-A, F9, to update the display.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]