Tally ODBC with Microsoft Excel

REALTIME MIS / FINANCIALS FROM TALLY

Tally ODBC extracts data from Tally and designs the reports in MS Excel. The steps to be followed Step-1 Start Tally and keep it open till the Mail Merge process is completed in Excel The screen appears as:

Step-2 Step-3

Open MS Excel Mail Merge Process Click on Data>Importternal Data>New Database Query from the Menu.

The screen appears as:

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Tally ODBC with Microsoft Excel

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 fields required in your query. The screen appears as:

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Tally ODBC with Microsoft Excel

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

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 tally afte - 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

Step-10

Click on OK from the Returning External Data to Microsoft Excel dialog box to display the selected columns on the Excel sheet. The screen appears as:

BENEFITS Can be used for upto date MIS/financials Can be used for Audit purposes This file can be linked to further files for MIS

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Tally ODBC with Microsoft Excel

eports in MS Excel. The steps to be followed are:

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Tally ODBC with Microsoft Excel

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Tally ODBC with Microsoft Excel

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Tally ODBC with Microsoft Excel

data gets update on every entry in tally after refreshing the file

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Tally ODBC with Microsoft Excel

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