AccountingWeb

Integrated Reporting in v 11 - can't run a query with different criteria

I can see how to paste a Sage Data Range into a spreadsheet and set the criteria for the data. But I really need to run the query again with different criteria. In simplest terms I might want to look at the sales turnover of a customer, then look again for a different customer. Sage tell me that refresh only works with the original criteria.
I cannot work out where the spreadsheet actually stores the query to see if I could amend the criteria or set up a parameter query within that.
Alternatively, is it possible to write a macro to insert a new data range each time, thus bringing up the criteria window.
Does anyone have any ideas?
Trevor Green

AccountingWEB.co.uk  9-Jul-2006
Categories:  IT News, Any Answers, Management Reporting, Software, ExcelZone Features, Practical Tips
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Mike Rees, 23 September 2005 @ 11:08 AM

I have set this up with Excel 2003 and Sage v.11.
If you create the original query as normal.
Then to change the criteria simply right click on the table.
Choose the Sage option at the bottom of the menu, and then Click Modify criteria.
You can then put in a new criteria.

Hope this works for you - I can't verify this in Excel XP - but it should be pretty similar.

Mike

Dan Vanrenen, 22 September 2005 @ 14:56 PM

I know of a company that has a cheep solution that can sort this out easly.

Give me an eamil and ill help sort it

dan@waltonmobile.com

Cheers

Dan

RICHARD WILLIS, 17 March 2005 @ 13:12 PM

This may be of no help because I have no knowledge of how Sage data is stored, i.e. what sort of database is used. However you could look into the 'External Data' option in Excel Pivot Tables, as I have mentioned in the Best Excel Tips thread. If the Sage database has an ODBC link to talk to Excel, then you should be able to poll the database directly.

You would need to check with Sage about this to get field names and valid transaction types, etc. I would be interested to know if Sage is up to it!