Fairly basic question, I'm afraid

Fairly basic question, I'm afraid

Didn't find your answer?

I've never really dealt with csv files up until now. But a client has just emailed me their Sage reports in csv format. When I open the file, it is just rows and columns of data. I suppose that I have to do the formatting to the file myself and pull out and organise the information into separate headings if I want to etc.

To be honest, I think that I have answered my own question. I just want confirmation really.

Replies (8)

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By Monsoon
07th Oct 2011 18:08

Excel

a csv can be viewed as a basic spreadsheet.

Open the file in Excel and then save as a normal spreadsheet and it should be much mroe mangageable.

Normally Sage reports in csv are reasonably manageable anyway.

Thanks (1)
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By tom123
07th Oct 2011 20:08

Pivot Tables

This is probably the ideal type of data to summarise using pivot tables.

They were the best thing I ever learnt (from David Carter's guides on this site)

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Replying to ShirleyM:
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By adam.arca
10th Oct 2011 11:52

*

tom123 wrote:

This is probably the ideal type of data to summarise using pivot tables.

They were the best thing I ever learnt (from David Carter's guides on this site)

 

Yep, another vote for this approach.

Pivot tables sound difficult but actually aren't....they're conceptually dead easy in fact for any number cruncher. Once you've got the PT sorted (usually no more than a minute or two once you're practised), you've then got instant drilldown to individual records making up a balance.

Personally, this is my ideal scenario in terms of records: I can get at what I want with csv files and pivot tables s..................o much quicker than actually using whatever the underlying software is.

 

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By zarathustra
07th Oct 2011 20:54

Also nominal ledger in pdf

If you like manipulating data in excel thats fine.

If not, get him to render the full nominal ledger in pdf format and email you that. In fact, I would do that in any case.

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By Richard Willis
08th Oct 2011 17:50

The trouble with Sage exports...

If you export as an Excel file it usually messes up the columns as text bleeds into adjacent columns and pushes the next one over.  This doesn't happen in CSV but it misses off the headings.  Does anyone know how to stop that happening by any chance?

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Replying to SS12:
Sarah Douglas - HouseTree Business Ltd
By sarah douglas
09th Oct 2011 12:51

Sage intergration reporting

Hi 

This topic is covered well in the sage discussion group .  It is better then exporting.

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By JPMLondon
13th Oct 2011 11:52

One warning on the CSVs from Sage though - and this is no doubt mentioned in other threads - is that it tends to duplicate some lines here, so watch out for that! (It happens where the pdf or on screen report changes page - but not always!)...

Thanks (1)