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Report listing NL Name & Month Balances

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fetster
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Sage Version: v2007 13 UK/Europe/Africa

Report listing NL Name & Month Balances

Post by fetster » 31 Aug 2016, 18:59

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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brucedenney
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Sage Version: v28 UK/Europe/Africa

Re: Report listing NL Name & Month Balances

Post by brucedenney » 01 Sep 2016, 09:13

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.
nominalodbc.png
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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.

maxmillion
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Joined: 13 Jul 2011, 22:14
Sage Version: v2016 22 UK/Europe/Africa

Re: Report listing NL Name & Month Balances

Post by maxmillion » 10 Dec 2016, 19:48

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

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brucedenney
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Re: Report listing NL Name & Month Balances

Post by brucedenney » 11 Dec 2016, 12:06

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.
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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