Tally ODBC extracts data from Tally and designs the reports in MS Excel. The steps to be followed are:
- Enable ODBC in Tally
- Start Tally and keep it open till the Mail Merge process is completed.
- Ensure ODBC Server is displayed on Tally’s calculator pane.
- Open MS Excel.
- Click on Data > Get External Data > New Database Query from the Menu.
- Select TallyODBC from the Choose Data Source dialog box.
The Query Wizard shows Tally fields. To choose the fields that must be selected for your query, click the “>” button.
You can restrict the data using the Filter Data dialogue box to meet your needs.
In the Sort Order dialogue box, arrange your data in either ascending or descending order.
To finish the Query procedure, click Finish.
To display the chosen columns on the Excel sheet, click OK in the dialogue box that appears after returning external data to Microsoft Excel.