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Piemonster
 
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Default Query Options & Calculations

We have just been upgraded at work to Office 2003 from Office 97 (no training
or manuals on offer). I use mail merge to create bills every month. I have
a few problems with the new mailmerge which I can't figure out:

1. I have a datafile in Excel which includes all clients. However, they do
not all need billing every month. In the old version I used query options to
select those required at month end which was simple (e.g. merge where [field]
= "not blank"). Now the process seems much more complicated. The whole data
source comes up as a dialogue box and I have to manually tick those needed
which is a bit tedious (I do use the deselect all and filter which makes it a
bit quicker). Is there an easier way?

2. It also doesn't seem to let me edit the data source from that point,
which you could before - there is an edit button, it is never active.

3. My datasource in Excel calculates fees and total bill (very simple
formulae - number of hours x hourly rate, etc). All figures entered are to 2
decimal points and formulae results are specified to be 2 decimal points.
However, the merge results ignore decimal rulings and my figures are all over
the place. Is there a way I can specifcy the format of figures and get them
to round up correctly?

Thank you.