SageForum for UK versions of Sage 50- Help and support.

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

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.

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 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.