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Saturday, 1 April 2017

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How to integrate tally with excel.

Dear Tally users,
This article for those people who are always busy to generate the MIS reports from Tally data. Sometime user feel frustrate to prepare report from  tally to excel due to heavy backlog. Because in this case, you have to maintain or update data in tally first and then go for export feature in tally to transfer the data in excel. we know it takes time to data transfer.  So don't worry, now we have find the solution for this problem. But now you can easy to manipulation the data in excel with follow my steps. After enable this feature in tally as well in excel what i describe you in below, everyone can reduce its work load to prepare report and enhance its efficiency to do work in tally as well.

Lets we start the procedure of integration tally with excel :-

First of all open the Tally.erp9 and go to advanced configuration as below :

Tally-->Company Info-->Press F12 (Configuration )-->Advanced Configuration

Then you go Client/Server Configuration=== Then You have to ensure that enable ODBC server.

Then You need to open your Excel :

Excel-->Click on Data-->Click on From Other Sources-->Click on Microsoft Query-->Select on
Tally ODBC_9000 and then Click Ok.

Then you have to click on ''L'' and drag down till on Ledger.  
And press the sign on Ledger's '+'. Then scroll the courser down till you find Address and click on this, and then click on Name. 

Then You Have click on Next as you seen above.

Then again click on Next.

In next step you to have click on finish with ensure that ''Return Data to microsoft excel'' is also enable.

And in last you have to with default step and click ok

And after that you will see the all ledgers A/c name with Addresses in Your Excel sheet. And It sheet'll be auto mode. when you update the tally Ledger's Addresses data then you just need to refresh the imported data in excel. It'll be auto generate the fresh report for you from tally.
So friends if you have any query about Tally linking with excel. then you can feel free to ask in comment section.
Thank You!
Have a happy learning!


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