When you bring data out of an accounts package into Excel, key items of data are usually missing. How do you include them? Simple: use Excel's Vlookup function to pull in the extra data from a lookup table. David Carter continues his series on creating an analysis-ready file in Sage Line 50 and Instant.
1. The story so far
In Tutorial 1 we linked up Sage directly to Excel via ODBC. Then in Tutorial 3 we brought over Sage transactions from the Audit Journal into Excel, and from this data created a pivot table report.
To test the live link between Sage and Excel, we entered a new invoice into Sage. Then we went into Excel and pressed the Refresh button. The pivot table report was updated automatically.
This is the key benefit of going into Excel...