Anyone know about Sage Line 50 Excel Integrated Reporting?

John_Gray

Or, more precisely, how to set up the connection between Sage and Excel about four years after Sage was installed, so that each is aware of the other and Excel Integrated Reporting can be used?

Is it necessary to do a partial reinstall of Sage? If so, could you provide some brief instructions?

I'm just being hopeful, really, since this is a fairly esoteric area...

Thanks!

PS Anyone suggesting that I should "ask Sage" clearly doesn't know how much this facility costs annually...!

rich737

Hi,

Don't ask me how to do it, but i think you'll need to look at the CSV file structure document relating to your version of Sage; you can find this out by going to File>>Import and clicking the Import File Details button. You will then be able to view a document outlining the required Import file CSV structure. Once armed with this information you will then need to configure Excel, by entering the corrct formula, to read the CSV structure.

If you google, 'Sage Excel intergration' on google quite a bit of information comes up.

Good Luck

DCodd

If you have integrated reporting built into your version of sage then you need to go to Tools>Activation>3rd Party Integration and follow the instructions.

i have used it occasionally but the format exported to excel is rubbish IMHO, I always use the export/save as and save as a csv file then resave as excel - it needs to be worked on but at least it saves it in the original columns etc. I use v 13 but 15 onwards is supposed to be better?

Good luck

John_Gray

Thanks, both of you, but neither suggestion seems to be what the finance person wants. It probably means a partial reinstall, maybe this time including the relevant option that may have been missed in 2006/2007!

DCodd

John_Gray wrote: »

Thanks, both of you, but neither suggestion seems to be what the finance person wants. It probably means a partial reinstall, maybe this time including the relevant option that may have been missed in 2006/2007!

What version of Sage do you use? Integrated reporting was available from Version 12 onwards I think. If you have Sage cover support then ring the helpline and they will advise (eventually after a long wait, listening to awful music!)

Carefull reinstalling, it can lose the links to the database (if the data is held on a server).

PasturesNew

Does this help at all?
http://www.youtube.com/watch?v=lx-ceschhuU

John_Gray

DCodd wrote: »

What version of Sage do you use? Integrated reporting was available from Version 12 onwards I think. If you have Sage cover support then ring the helpline and they will advise (eventually after a long wait, listening to awful music!) Carefull reinstalling, it can lose the links to the database (if the data is held on a server).

It just says 2007 on the box, which is the nearest I've got to being told the version.
I refer you to the PS in the original post!
Fortunately the data is held on the PC, not a server (and yes, it is backed up like there's no tomorrow...)

John_Gray

PasturesNew wrote: »

Does this help at all?
http://www.youtube.com/watch?v=lx-ceschhuU

Sadly, no.
The problem is not using the integrated reporting, but making Sage know that Excel exists, and vice versa. It is the connection between the two that, for some reason, seems to be lacking, and that I am trying to find out how to make!