Linking Sage 50 Accounts to Microsoft Office

This one-day course covers everything you need to know about linking Microsoft® Office to the Sage 50 Accounts data.

You will learn how to build powerful analysis, reporting and presentation documents that are updated automatically in line with your accounts data.

Who should attend?

Choose this course if you want to know how to be able to access data in Sage 50 Accounts to use in Microsoft® Office products.

This course is ideal if, for example, you want to produce dynamic linked spreadsheets in Excel, mail merges in Word and PowerPoint presentations.

• Introduction to the ODBC (Open DataBase Connectivity) driver
• Setting up multiple DSNs (Data Source Names)
• Navigating around the menu options available in Microsoft® Query
• Updating the live link between the query and Sage 50 Accounts using the refresh option
• Adding both single and multiple calculations to a query, then returning the data to Microsoft® Excel and formatting the cells
• Running a mail merge within Microsoft® Word to link the data in Sage 50 Accounts to a Word document
• Creating labelled envelopes from the names and addresses in Sage 50 Accounts
• Using the If...Then...Else statement within Microsoft® Word
• Using multiple tables within Microsoft® Excel and joining the tables together
• Using the cycle through totals option in Microsoft® Query
• Creating graphs in Microsoft® Excel based on data from Sage 50 Accounts and creating a live link to Microsoft® PowerPoint
• Creating pivot tables and charts in Microsoft® Excel to dynamically interrogate the Sage 50 Accounts data
• Add criteria to select specific data from Sage 50 Accounts
• Set up parameter queries to enable specific ranges to be entered when requesting data from Sage 50 Accounts