How to automatically import data from tally to excel. Want to display auto imported data in sharepoint.
Import TALLY Data / Export TALLY Data
Tally allows users to Import data from other software's as well as Export data from Tally to other software's. Tally allows users to Import and Export in ASCII, SDF and XML formats. XML is now the most widely used format of exporting data in the world. Any transactions can be exported from Tally and imported in other software after suitably altering the current structures to accept Tally data structure. The reverse is also possible by writing a small TDL program to accept the data from other software's. The data that is to be imported into Tally can be in either XML or DBF format. Easy Tally data transfer or Tally data migration from Tally 4.5 & Tally 5.4 to Tally 6.3 , Tally 7.2 , etc.
ODBC COMPLIANCE ALLOWS OTHER PROGRAMS TO USE DATA FROM TALLY DIRECTLY. E.G. : MS-EXCEL :
ODBC - OPEN DATABASE CONNECTIVITY
Tally is now ODBC compliant. Hence, any program like MS-Excel, Oracle etc that is ODBC compliant can use data from Tally. Here, data connectivity is dynamic i.e. any new updation in Tally is reflected in other ODBC Compliant Software immediately. Now, with ODBC facility the user can extract data out of Tally and design his own report formats in other ODBC compliant software's.
Procedure :
Now, Load Company -> specify period -> minimize Tally -> Open a new Excel file -> select data -> select 'Get External Data' -> select New database query -> choose Data Source
Tally connects to data source and displays Tally Wizard query screen -> select the columns you would want to include in the query.
Once all the columns are selected, the user returns to excel and excel displays all the columns selected
Graphical Analysis of Tally Data
Sometimes, pictures can say better than figures. Tally also provides graphical (Bar graph) analysis of data. The user can do a graphical analysis reports like Sales register, Purchase register, Ledgers, Funds flow, Cash flow, Item registers etc. This helps the user in deeper analysis of data. In Tally, a graphical analysis can also show month wise graphs for the year in comparison with any other period. This will help the management in quickly locating the highs and lean periods in a financial year and hence be better prepared for difficult times.
Web Enabled
Tally ees 6.3 is now Web enabled. This will help the user in reducing his paper work further. Now, report in Tally can be e-mailed directly from Tally. It is not just reports, but even invoices and purchase orders can also be e-mailed directly from Tally. Hence, the user does not have to send printed invoice or purchase orders from Tally.
Procedure :
Select any report (e.g. Balance sheet) -> select Alt+M (E-mail) -> specify all details as required by Tally
Ability to Publish Reports and Documents on the Internet
Now, Tally allows users to upload reports on the web site directly from Tally. So companies that would want to publish reports on the web site can do so directly from Tally. Many companies would also like to publish their price list on their websites along with the product they deal with.
Procedure :
Select any report (Profit and Loss A/C) -> select Upload (Alt + O) -> specify all details as required by Tally.
Direct Internet Access
Tally now offers direct Internet access. A Tally user while working on Tally can directly log on to tally website get details of all the facilities offered by Tally. The user can also download the latest releases of Tally 6.3 as and when available. Tally website also offers a facility of Tally Chat. Any user can now chat with a Tally representative and get any information regarding Tally.
Procedure :
Start Tally -> now, from any screen select Web Browser (Alt+W). Tally now takes you to the Tally Web site.
Print Preview
Any user would ideally like to view format of reports / Invoices / Vouchers before printing the same. Tally now offers a facility of print preview. Now any report can be viewed before printing or before it is mailed. Once Tally shows the preview the user can either opt to print or mail the same.
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