Integrating Sage 50 with Excel

Blue Logic Computer Systems Ltd

Short course

In Leeds

£ 150 VAT inc.

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Description

  • Type

    Short course

  • Location

    Leeds

  • Class hours

    3h

  • Duration

    1 Day

This course will enable delegates to dynamically export data from Sage 50 into Excel. This dynamic link allows users to refresh the data instantly without the need to re-export.

Once the data is in Excel delegates will learn how to manipulate the format of the data, putting information into basic tables and charts. Allowing more flexibility to design reports not provided for within the standard Sage 50 reports, laid out in any format/style. Create more complex reports using pivot tables to summarise information quickly and easily.

Learn how to refresh data on demand, to use the most up to date information from Sage. Any charts or tables produced using the data can also be refreshed with the information.

Facilities

Location

Start date

Leeds (West Yorkshire)
See map
Bramley Grange, Skeltons Lane, LS14 3DW

Start date

On request

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Subjects

  • Sage
  • Report Writing
  • Excel

Course programme

  • How to use an ODBC Driver to connect Sage 50 to Excel - Sage 50 and Excel are written in different languages; therefore in order to extract data there must be something between the two programs to translate the information. To do this an ODBC driver will be used to translate the information.
  • Extracting Sage 50 data using Microsoft Query - To extract the information from Sage 50 into Excel, Microsoft Query will be used to interrogate the Sage 50 Data files. Query allows users to choose which information they want to extract from Sage and also allows conditions and filters to be placed on the data so the exact information can be exported into Excel.
  • Working with the data in Excel – setting styles and reformatting the data the look and feel of the data. If filters have not already been set and the data has not already been sorted within Query, this can be done in Excel and/or additional filters and sorts can be added.
  • Refreshing the data on demand, and updating any other charts or tables created using the data.
  • Using Pivot Tables, to make the analysis of data easier, by grouping information into one table.
  • Creating Charts, adding trendlines.

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Integrating Sage 50 with Excel

£ 150 VAT inc.

The best Management and Information Systems courses

See all

See all