Transferring data from Tally to MS-Excel

First open Tally 9 and select the company from which you want the data to be transferred. Then minimize Tally and open MS-Excel and click on Data as shown in the picture and then click on Import External Data.















Then click on New Database Query as shown in the picture.

















As you click on New Database Query it will ask you to Choose Data Source. There you have to select TallyODBC.

















Then select the column you want to include in the query.


Click Next after the selection is done. The data will be transferred to MS-Excel.

Download Open Database Connectivity(ODBC) Compliant Software

The Link for Downloading ODBC Software.

CLICK HERE>>>>>

Procedure for using ODBC software for transferring data

Start Tally and select the company from where you want the data to be extracted. Minimize Tally and open ODBC compliant software.
Here I will explain it using MS-Excel.
Open MS-Excel and select the menu 'Data' at the MS-Excel window, then select 'Get external Data' then select 'New Database Query'. Then select "TallyODBC" of Database tab.
Tally then connects to data source and displays the 'Query Wizard'. Select the column you want to include.
Excel displays all the columns as the columns are selected.

Tally Open Database Connectivity(ODBC)

Tally data can be embedded into other ODBC compliant software like MS-Excel, MS-Word, Visual Basic, etc by installing Tally ODBC driver. Tally data driver can be made available to external applications. Tally Data can be viewed too.

Open Database Connectivity - ODBC

Any program like MS-Excel, Oracle, etc. that is ODBC compliant can use data from Tally as Tally is ODBC compliant. Any changes in Tally will be reflected in the ODBC compliant software as the data connectivity here in Tally is dynamic in nature. Through this facility data can be extracted from Tally and the report extracted can be designed as per the users requirement.

Using Scenario in Statements and Reports

Scenario can be used in reports in which the new column button is active on the vertical button bar. It helps us to compare figures of the different columns. The usage of scenario in the Balance Sheet can be learnt by performing the steps shown here:

Open the Balance sheet by going to Display -> Balance Sheet or by pressing 'B' at Gateway of Tally

Insert a new column in the Balance Sheet by clicking on New Column button bar or by pressing Alt + C.

Enter necessary details, in the Column Details screen that appears :

• From(blank for beginning): Give the starting date of the period, for which the figures are to be taken.

• To(Blank for end) : Give the ending date of the period till which the figures are to be taken.

• Currency : Type of currency in which the amount is to be displayed.

• Method of Stock Valuation : Select the appropriate method of stock valuation here.

• Type of value to show : From the given list of 'Type of value', select the scenario based on which the amount of the new column will appear.

Then you will find two columns in the Balance Sheet for the same date, one column for the actual figures and the other based on the scenario.