Pastel Partner Knowledge Accessibility from Microsoft Excel using ODBC

Pastel has accomplished a whole lot to permit people to accessibility info from in the software by itself and BIC makes it possible for entry to considerably of the pastel knowledge from excel, but employing Microsoft Office and ODBC presents customers the greatest diploma of versatility in interrogating their data. In this entry we give an overview of accessing Pastel knowledge employing ODBC. All MS business office programs are ODBC able so abide by the methods right here to understand the fundamental concepts of using Microsoft Query to accessibility and ODBC data supply.one. From the Microsoft Excel Data Tab.I. Pick out Get Exterior InfoII. Select Other ResourcesIII. Pick Microsoft Query2. The Select Information Supply display opens.I. Pick out PASTELDEMO(in the very last publish we produced the PASTELDEMO pervasive ODBC DSN)three. The Query Wizard Screen OpensI. You will see a Tree Record of Pastel Data tables - >Expand CustomerMasterfour. The tree opens to the Choose Columns Screen which shows a listing of columns that retailer the data of the Customer Master Records e.g. Name, Handle, Harmony and many others (not the transactions – we will discuss about what tables retail outlet transactional info in the next entry).I. Select the CustomerCode and CustomerDesc fields5. The Filter knowledge Display opens, on this screen you can decide on particular records e.g. if we only required 1 salespersons’ clients data we would filter primarily based on the revenue code field. Let’s Just have a look at the display screen concerned• Select the column that has the info you want to use to pick out records by – Column to filter• Then decide on the value from the listing of values, (these are extracted from the pastel corporation getting accessed).• For this example don’t specify any values for the fields but as you can see selecting specific information is fairly easySelect the Following Buttonsix. The Kind Purchase Display screen opens. Here you decide on the columns you want to kind by and in what purchaseI. Set a sort purchase and press Up coming.five. The Finish Display Opens, right here you could preview the knowledge that would be returned by your variety and tweak your criteria if you chose See information or edit query in Microsoft QueryI. Pick Return Data to Microsoft Office Excel.II. Press Finish.• If you Help save the query you can reuse it in future spreadsheets6. The Import Information Display opensYou have the alternative to pivot, chart your information or just return it as a table.You also specify wherever in the spreadsheet to put the knowledgeI. Depart the default choices and press Subsequent.seven. This will return two columns of information display all the Demo Firm Shoppers by Code and Business Title.Keep in mind that the Excel Knowledge Table may possibly be manipulated us the column header fields as an alternate system of sorting knowledgeALL pastel transactions are stored in the Ledger transactions table, so exporting all of this tables data provides you the ability to slice and dice it to your hearts content material. For pastel document data this kind of as invoices, credit notes and so on use the Heritage Header and the Heritage line tables.