I'm trying to create a report that I can use use in excel to show the monthly balances of all my nominal codes e.g:
NL CODE MONTH BALANCE
2000 Mth 1 Bal
2000 Mth 2 Bal
2000 Mth 3 Bal
..... ........
2000 Mth 12 Bal
2001 Mth 1 Bal
2001 Mth 2 Bal
Etc.
I don't need any headers or footers just the data showing the month balance for Jan - Dec for every nominal code, each month on it's own line.
Any ideas where to start with this please?
Thanks
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Report listing NL Name & Month Balances
- brucedenney
- Site Admin
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- Joined: 28 Feb 2006, 09:56
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Re: Report listing NL Name & Month Balances
I would just pull it all into excel from the outset using odbc.
You get a sheet like this which you can refresh to get the latest data.
You get a sheet like this which you can refresh to get the latest data.
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- User
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- Joined: 13 Jul 2011, 22:14
- Sage Version: v2016 22 UK/Europe/Africa
Re: Report listing NL Name & Month Balances
Sorry to resurrect an old thread.
How do you access the ODBC? I know about "Send to excel" but how did you get all that into monthly columns?
I found this page http://support.makingithappen.co.uk/sag ... el2000.htm but the links to ODBC don't work
Thanks
How do you access the ODBC? I know about "Send to excel" but how did you get all that into monthly columns?
I found this page http://support.makingithappen.co.uk/sag ... el2000.htm but the links to ODBC don't work
Thanks
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Report listing NL Name & Month Balances
How you use odbc depends on the product you are using it with.
In excel to get data from an external source. Create a data source for your sage installation selecting the sage drivers.
Personally I find it annoying because data gets moved and versions upgraded. When I write excel reports I now use VBA to programmatically set up odbc as it makes life easier when things change.
In excel to get data from an external source. Create a data source for your sage installation selecting the sage drivers.
Personally I find it annoying because data gets moved and versions upgraded. When I write excel reports I now use VBA to programmatically set up odbc as it makes life easier when things change.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
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