I've had a bit of a play with your data. Try the attached - it assumes the mailmerge main document is saved in the same folder as your workbook. The DATABASE field's code for this is:



{DATABASE \d "{FILENAME \p}/../DB Merge Data.xlsx" \s " SELECT FORMAT([Date Of Incident]&' '&[Time], 'DD-MMM-YYYY @ hh:mm') AS `Incident Date & Time`, [Location], Format([Amount],'$#,##0.00') AS Amount, Format([Charge],'$#,##0.00') AS Charge, Format([Service Fee],'$#,##0.00') AS `Service Fee`, [Invoice Date] FROM [Detail$] WHERE [ID] = {MERGEFIELD ID} ORDER BY [Invoice Date] " \l "15" \b "49" \h}

The field coding assumes the workbook name is 'DB Merge Data.xlsx' and that the worksheet name is 'Detail'. Change the names in the field to suit.

Attached Files

Incident Merge.docx (28.1 KB, 338 views)

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

This looks great, thank you!

Two follow up questions: is it possible to get the total of the amounts in the rows? also when I go to insert date { DATE \@ "MMMM d, yyyy" } then do Mailings > Finish & Merge > Edit Individual Documents it shows the code at the top instead of the actual Date. Strangely if I do CREATEDDATE that works.

Thanks!

No.
That suggests you're typing the braces instead of inserting them via Ctrl-F9. Two things to note:
1. A plain DATE field will update every time you open the mailmerge output document. The Mailmerge Tips & Tricks 'sticky' thread at the top of this forum has an entry showing how to overcome that.
2. A CREATEDATE field returns the date the mailmerge main document was created, not the date the output document is created (unless you then do a SaveAs and refresh the field display).

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

QUOTE did the trick, thanks!