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Tally ODBC with Microsoft Excel
Designed by: [email protected] Page 1 of 10 Date: 07/01/2011 Time:
10:56:45
REALTIME MIS / FINANCIALS FROM TALLY
Tally ODBC extracts data from Tally and designs the reports in
MS Excel. The steps to be fol
Step-1 Start Tally and keep it open till the Mail Merge process
is completed in Excel The screen appears as:
Step-2 Open MS Excel
Step-3 Mail Merge ProcessClick on Data>Importternal
Data>New Database Query from the Menu.
The screen appears as:
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Tally ODBC with Microsoft Excel
Designed by: [email protected] Page 2 of 10 Date: 07/01/2011 Time:
10:56:46
Step-4 Select Tally ODBC from Choose Data Source dialog box. The
screen appears as:
Step-5 Query Wizard displays fields from Tally. Select and click
the ">" button to select fieldsrequired in your query.
The screen appears as:
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Tally ODBC with Microsoft Excel
Designed by: [email protected] Page 3 of 10 Date: 07/01/2011 Time:
10:56:47
Step-6 Use the Filter Data dialog box to limit the data to suit
your requirement.
The screen appears as:
Step-7 sort your data in ascending or descending order in the
Sort Order dialog box.
The screen appears as:
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Tally ODBC with Microsoft Excel
Designed by: [email protected] Page 4 of 10 Date: 07/01/2011 Time:
10:56:47
Step-8 telect the option to save the query as Option in Query
Wizard-Finish dialog box.- Return data to Mircosoft Office Excel -
This data wont be update on every entry in tally- View data or edit
query in Microsoft Query
- Create an OLAP Cube from this query- This data gets update on
every entry in t- Use pivot table function for extracting the
relevant data
The screen appears as:
Step-9 Click on Finish to complete the Query process. The screen
appears as:
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Tally ODBC with Microsoft Excel
Designed by: [email protected] Page 5 of 10 Date: 07/01/2011 Time:
10:56:48
Step-10the selected columns on the Excel sheet.
The screen appears as:
BENEFITS
Can be used for upto date MIS/financialsCan be used for Audit
purposesThis file can be linked to further files for MIS
Click on OK from the Returning External Data to Microsoft Excel
dialog box to display
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Tally ODBC with Microsoft Excel
Designed by: [email protected] Page 6 of 10 Date: 07/01/2011 Time:
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lowed are:
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7/10
Tally ODBC with Microsoft Excel
Designed by: [email protected] Page 7 of 10 Date: 07/01/2011 Time:
10:56:50
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Tally ODBC with Microsoft Excel
Designed by: [email protected] Page 8 of 10 Date: 07/01/2011 Time:
10:56:50
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Tally ODBC with Microsoft Excel
Designed by: [email protected] Page 9 of 10 Date: 07/01/2011 Time:
10:56:51
lly after refreshing the file
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10/10
Tally ODBC with Microsoft Excel
Designed by: Brj04@yahoo ca Page 10 of 10 Date: 07/01/2011 Time:
10:56:52
