I am able to extract sales data from tally via ODBC with the following code (Thaks to the user Adarsh Madrecha & Shweta Softwares)
Select Date,$Reference,$VouchertypeName,$PartyLedgerName,$$CollectionField:$Amount:1:LedgerEntries from RTSAllVouchers where $$IsSales:$VoucherTypeName"
TDL
[Collection: RTSAllVouchers]
Type: Voucher
IsODBCTable: Yes
Fetch : *, AllLedgerEntries.*, LedgerEntries.*
In similar way I want to extract
GSTR 3B report in excel via ODBC
Sales register in columnar format
You can write a collection to fetch the required data.
Related
Currently,I am using Postgres as my data source to powerbi reports.
My requirement is:
Power BI report must generate a report based on the output of a query which user runs everytime.
For Eg: If User A(webapp user) runs a reports with one Start Date and End Date on a webapp which runs a query to store the output in postgres table.
Now the User B( powerBI user) from the embedded poweribi url he need to fetch and generate the report with the filters which User A has applied.
Basically power bi query for the output of dabase query. Is this acheivable through Power BI??
I have a complicated SQL in Excel to generate a raw data table for report from SQL server OLEDB . I would like to use Crystal Report to generate a neat and formatted report. I can use the Excel raw data table as the Crystal report database data source. But, Excel need to be refreshed every time new report is required. How can I use the Excel SQL command text string to be Crystal Report data source?
My Excel connect string: Provider=SQLOLEDB.1;Integrated Security=SSPI;Persist Security Info=True;Initial Catalog=MicrosoftDynamicsAX;Data Source=SQL2;Use Procedure for Prepare=1;Auto Translate=True;Packet Size=4096;Workstation ID=RD04;Use Encryption for Data=False;Tag with column collation when possible=False
I have Crystal report version 8.5 and 11.
Its simple
While creating the connection dont select tables instead use add command and then paste the query in the box and use in reports
This is a little bit of a stretch, but we're trying to convert old reports in an increasingly unstable Access Database and I have a question.
Here's what the report does in Access currently:
The user gets prompted for one of our many Suppliers in a drop down style list
Once the supplier is entered, that Suppliers list of parts will be populated
The report then pulls an email address from our system (IFS) and emails the list that has been populated to the email in our files.
We've made a SQL Query that will pull in the information that we need to replicate the report, but we're at a sort of cross-roads with how to get it to automatically go through the list of Suppliers that are in the Parameters and send off the email to them all automatically.
Would there be an easier way to do this in Crystal Reports (2011) besides automating the report and selecting all the parameters manually or in Oracle SQL Developer through maybe a WHILE LOOP?
Thanks in advance, and if you need any more information, I'll try and clarify!
This looks like a data driven report ( publication). You will run a query to retrieve the list if suppliers and their emails then run a report for each record returned by the query. Let say you have a report , which accepts a parameter SupplierID and the query returns data like this
SupplierID SupplierEmail
ID=1 email=supplierA#mail.com
ID=2 email=supplierB#mail.com
ID=3 email=supplierC#mail.com
The software will get row #1 and will use ID=1, as a parameter for Suppliers report, will export the report and will send the exported file to supplierA#mail.com. Then it will move to the next row and will use ID=2 as a parameter for the next run of the same report, export it and send it to supplierB#mail.com. The same will happen for row #3. You can check also this video, which demonstrates the proces: http://www.r-tag.com/Pages/Preview_CreateBatchJob.aspx .
Because the values for report parameters, emails etc are returned by the query this approach is known as data driven report ( publication).
Data driven publications are available in SSRS if you own SQLServer Enterprise license. There are other types of software who support them. The sample video above is from R-Tag, which could be useful too and supports SSRS, Crystal reports and SQL Ad-hoc queries. If you use Ad-hoc query you can export suppliers data to Excel without creating a special report.
I have a crystal report where I need to mail the users the data in the excel as an attachment but with the condition that filters are enabled in each columns of the excel report .
If I have 10 columns in excel , user doesn't want to apply filter explicitly rather they want the filter already present so that they can filter based on any column .
If there is another better way of filtering the data on user side please suggest that too.
There is no way to do this from within Crystal reports. You can write an application, which will export the report to Excel, open the Excel file and add a filter.
There is a free version of R-Tag, which supports this feature. You can see it demonstrated here: http://www.r-tag.com/Pages/Preview_RTagAndBOE.aspx
Use the menu to jump to "Advanced report extensions" or go to position 5:26
If this works for you, here is the link to the free edition:
http://www.r-tag.com/Pages/CommunityEdition.aspx
Background:
Our company uses Sage Line 50 as our accounting software. We generate all of our Sales Orders from this program. We also use MS Access 2010 to store order information and generate our internal shop paperwork and packing slips.
The Problem:
Data entry redundancy. We enter information from Customer Purchase Orders into our Sage software, and then enter the same information into the Access database.
What I am looking for:
A solution that will let me export raw Sales Order data after creating in Sage into MS-Access
What I have tried:
The export process from Sage only allows CSV exports, and is a manual process that cannot be automated at all. I am able to produce this export and then run an append query that will import that data into the Access data, but I am looking to automate this process, perhaps on a daily basis. I have looked into using Crystal Reports (packaged with Sage, which I am told can run automated reports and save in an MS Excel format), but I do not know how to navigate the data files to find the specific sales data I am looking for.
The guys are correct - easiest way to do this would be to use the ODBC driver, however, you must run the correct SQL query and ensure you join the Purchase Order table to the Order item table using the correct fields or it will not return the right data.
One issue you will have is that you only want to pull through the most recent transactions so use a query like this to do that your query would look something like this:-
SELECT *, PURCHASE_LEDGER.ACCOUNT_REF, PURCHASE_LEDGER.E_MAIL FROM PURCHASE_ORDER, PURCHASE_LEDGER INNER JOIN POP_ITEM ON PURCHASE_ORDER.ORDER_NUMBER = POP_ITEM.ORDER_NUMBER WHERE PURCHASE_LEDGER.ACCOUNT_REF = PURCHASE_ORDER.ACCOUNT_REF AND RECORD_MODIFY_DATE >= '2013-04-03 00:00:00'
Alternatively there are many one-click commercial solutions to this problem - do a search on Google for "Sage Integration" and you'll find various suppliers who produce products that will do this for you
What you are trying to do can be automated as I've done it for the last company that I worked for (exporting sales orders and invoices to CSV and to Excel). However, the downer is that it requires the Sage SDK which costs £1500.