Tutorial: Import data from TAS Books into Excel - Part 2. by David Carter

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In the first of this two part series David Carter showed how to get nominal transactions out of TAS Books and into Excel via Excels Data Import External Data command. In this second tutorial he shows how to use an Excel pivot table to analyse the data and (if you want it) to provide job costing analysis

In part one we exported nominal transaction data from TAS into Excel. We used Excels Import External data command for this rather than File-Open. This has two key benefits.

Benefit 1: reports are automatically updated via Refresh

The benefit of using Import External Data is that we can create a permanent daybook in Excel. When new invoices are entered in TAS, all we need to do is to re-run the TAS report. Then press the Refresh button in Excel, and the nominal d...

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28th Nov 2007 19:55

Problems with consolidating departments
Very usefull article on importing tas values to excel.However,there does not seem to be a facility to import all the values for a range of nominal accounts if you are using departments as well as nominal accounts.For example,we split P & L nominals into 5 sub categories using the department codes-we use 100/101/etc.We have to do this to cater for Cis & non Cis suppliers as the Tas cis system is not designed to cater for nominal codes in the P & L being capable of taking both cis & non cis supplies.
Any ideas on how to import data to incorporate consolidates departments?

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