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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 screen appears as: 005OutwardODBC

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

The screen appears as: 004OutwardODBC

  • 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.

The screen appears as: 006OutwardODBC

Tally ODBC with Microsoft Excel

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