Tally ODBC with Microsoft Excel

Anand Mon, 11/01/2021 - 16:14

Tally ODBC extracts data from Tally and designs the reports in MS Excel. The steps to be followed are:

  • 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 screen appears as:

 

  • Query Wizard displays fields from Tally. Select and click the “>” button to select fields required in your query.

 

 

  • Use the Filter Data dialog box to limit the data to suit your requirement.

  • Sort your data in ascending or descending order in the Sort Order dialog box.

  • Click on Finish to complete the Query process.

  • Click on OK from the Returning External Data to Microsoft Excel dialog box to display the selected columns on the Excel sheet.