Extracting ledger master data to Microsoft Excel using ODBC

Using ODBC, you can extract ledger data to Microsoft Excel and generate the required reports.

Illustration

National Traders wants to extract information from the ledger master, as shown below:

To extract ledger data to Microsoft Excel

1.    Open Microsoft Excel on your computer.

2.    Click Data > Get External Data > From Other Sources > From Microsoft Query, as shown below:

3.    Select TallyODBC64_9000*, as ODBC is enabled on the server 9000.

4.    Click OK. The Query Wizard - Choose Columns screen appears as shown below:

5.    Click Ledger and expand the list to select the required fields.

6.    Click Next. The Query Wizard - Filter Data screen with the column names appears as shown below:

7.    Click Next. The Query Wizard - Sort Order screen appears as shown below:  

o     Select Ascending or Descending for each drop down list under Sort by, as required.

8.    Click Next. The Query Wizard - Finish screen appears as shown below:

o     Select the option Return Data to Microsoft Office Excel.

o     Click Finish. The Import Data screen appears as shown below:

9.    Click OK. The Microsoft Excel sheet with the imported data appears as shown below:

Similarly, any data can be extracted from Tally.ERP 9 by using the Microsoft Excel Query Wizard.