Linking Sage 50 Accounts to Excel and Word course session 1 – Introduction to the ODBC Driver and SQL
- Data for the ODBC driver
- Finding the data path
- Setting up the DSN
- Upgrading Sage 50 Accounts
Linking Sage 50 Accounts to Excel and Word course session 2 – Linking Sage 50 Accounts With Microsoft Excel
- Extracting data from Sage 50 Accounts into MS Excel
- Creating a query using the Query wizard
- Creating a Query without using the Query Wizard
- Updating the link
Linking Sage 50 Accounts to Excel and Word course session 3 – Using Expressions
- Using Expressions to Perform a Calculation
- Using Multiple Expressions
- Formatting cells in Excel
Linking Sage 50 Accounts to Excel and Word course session 4 – Linking Sage 50 Accounts to Word
- Building the query and applying criteria
- Building the mail merge document
- Microsoft Word rules
- Creating a mail merge from Sage 50 Accounts
Linking Sage 50 Accounts to Excel and Word course session 5 – Using Multiple Tables
- Creating the query with multiple tables
- Joining Tables
- Viewing Joins
Linking Sage 50 Accounts to Excel and Word course session 6 – Totalling Data and Graphs
- Custom fields in Sage 50 Accounts
- Cycle through totals
- Linking to Microsoft PowerPoint
- Cycle through totals on an expression
Linking Sage 50 Accounts to Excel and Word course session 7 – Using Pivot Tables and Charts
- Creating a query
- Creating the PivotTable
- Creating the Pivot Table
Linking Sage 50 Accounts to Excel and Word course session 8 – Parameter Queries
- Building a multi-table query
- Creating parameter queries
- Changing the parameters in Excel
- Table filter properties
