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]