Assume I have a nominal ledger in Sage with balances , budgets etc.
Assume I also have an ODBC link from Excel into Sage.
Question : Is there any neat way of showing a budget year to date figure in Excel.
I.e. the problem being that in March my budget year to date is sum of 3 months data. But is April it is the sum of 4 months data etc.
Do I need to change my ODBC queries each month to reflect a different period. Can I automate this change neatly??
My goal is simply to click a button each month without fiddling around with queries.
(I hope the above is clear)