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Extract Data to Microsoft Excel Using ODBC

When you have to share your data – with your clients or superiors – using Excel, you can extract data from ledgers and stock items.  Using the ODBC feature, you can extract the data.

Master Data using ODBC

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

Illustration

National Enterprises 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: 
  8. Select Ascending or Descending for each drop down list under Sort by, as required.
  9. Click Next. The Query Wizard – Finish screen appears as shown below:
  10. Select the option Return Data to Microsoft Office Excel.
  11. Click Finish. The Import Data screen appears as shown below:
  12. Click OK. The Microsoft Excel sheet with the imported data appears as shown below:

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

Extracting Stock Item Data to Microsoft Excel using ODBC

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

Illustration

National Enterprises wants to extract information from the stock item master:

To extract stock item 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:

    The Choose Data Source screen appears as shown below:
  1. Select TallyODBC64_9000*, as ODBC is enabled on the server 9000.
  2. Click OK. The Query Wizard – Choose Columns screen appears as shown below:
  3. Click Stock Item and expand the list to select the required fields.
  4. Click Next. The Query Wizard – Filter Data screen with the column names appears as shown below:
  5. Click Next. The Query Wizard – Sort Order screen appears as shown below:  
  6. Select Ascending or Descending for each drop down list under Sort by, as required.
  7. Click Next. The Query Wizard – Finish screen appears as shown below:
  8. Select Return Data to Microsoft Excel.
  9. Click Finish. The Import Data screen appears as shown below:
  10. Click OK. The Microsoft Excel sheet with the imported data appears as shown below:

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

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