Want to use a Pivot Table to report on Sage Line 50

Want to use a Pivot Table to report on Sage...

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I have got Accounts on Sage Line 50 and would like to produce a list of nominal ledger movements in order that i can begin the task of preparing the Accounts.

Please help

Thanks

Faiyaz
faiyaz nurmoahmed

Replies (6)

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John Stokdyk, AccountingWEB head of insight
By John Stokdyk
12th Jun 2002 16:00

Have you tried the Office ProductivITy Kit?
Faiyaz, if you are working with accounts data in Excel, you might also be interested in the Excel module in Simon Hurst's Office ProductivITy Kit.

It costs £60 from AccountingWEB's Resource centre. As well as a tutorial that aims to teach you all about Pivot Tables in the space of a lunchtime ("The Lunchtime Pivot"), the Excel module also includes tutorials on:
* Working with accounting data
* Designing reliable spreadsheets
* Advanced charting, and
* Presentation – number formats, working with text and underlining

You can find out more about the Office ProductivITy Kit and Excel module at:
https://www.accountingweb.co.uk/common/partners/aweb/software_tools/prodkitproducts.html

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By debbier
12th Jun 2002 10:51

Quick Guide to Pivot Tables
I personally do not use pivot tables to prepare my accounts but here is a quick guide anyway.
Firstly your data needs to be in a database format, i.e. with a heading for each field at the top row of the data.
I have also found that to summarise data correctly in a pivot table that you need to sort the data in the way that you want it summarised.
If you then use the pivot table wizard, highlight your data and the fields will be shown to use as you want them.
Fields are dragged onto the example to be used as column or row headers with at least one field to be used as data.
When you drag the data field onto the example you will need to double click on this to determine how you want to show this data, i.e. count it, sum it etc.
Hope this helps.

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By Accounting WEB
11th Jun 2002 11:59

L50 Keeps full NL Audit Trail
Line 50 does keep a full Nominal Audit Trail and full Management Accounts facility.

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By AnonymousUser
07th Jun 2002 21:16

More tutorials
There are also some guides and tutorials on:

http://www.mathtools.net/Excel/Pivot_tables/index.html

The first example on the page is probably about as simple as it gets - guy doing a pivot table on the contents of his toolbox(?).

Otherwise suck and see worked quite well for me - don't spend too long on the theory, chuck anything through the wizard initially, then edit the table (rt click wizard), move things about and see what happens.

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By Accounting WEB
09th Jun 2002 16:43

Line 50 short coming
Does Line 50 not keep an audit trail of Nominal transactions? What other shortcomings does Sage Line 50 have from your experience?

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By neileg
07th Jun 2002 09:12

No
Simple, no.

For a comprehensive and clear guide, try David Carter's excellent tutorials found here:
https://www.accountingweb.co.uk/cgi-bin/item.cgi?id=46771&d=448&h=0&f=0#pivots

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