Get CSV data dump from Sage with headings?

agwalsh
agwalsh used Ask the Experts™
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Data dump from Sage into Excel - is there any way to get the data headings to come across as well. I am working with someone at the moment who sends me an CSV data dump from Sage but it has no headings...I have searched for Sage here - but no good!
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John TsioumprisSoftware & Systems Engineer

Commented:
You could establish an ODBC connection and link the tables of Sage to your Excel
I have done it in Access but probably it should be the same for Excel...although i don't work with Excel much
Roy CoxGroup Finance Manager

Commented:
Which version of Sage are you using?

What sort of data are you using?

Author

Commented:
Sage 50 AFAIK and it's nothing fancy - just a list of transactions...It's a customer of mine and I just can't believe they get this data dump with no headings and I want to know if there is something in Sage they can tick..
Roy CoxGroup Finance Manager

Commented:
SAGE 50 has lots of reports which can now be exported directly to Excel. The Headings aren't very good but can be amended. I've built several useful reports using this method.

To export a report to Excel there is Data to Excel button. Once the data is in Excel I build a template workbook by amending the headings and using PivotTables and Charts

Data-To-Excel.png

Author

Commented:
That's useful - but am I right in understanding  is that there needs to be a file in Excel that has the headings that the data dump can be put into. Working with someone to manipulate the data in Power Query and we need to have headings... thanks a mil.
Group Finance Manager
Commented:
If you select a report in Sage, e.g. Sales DayBook you can dump the data using the button in the image above. This drops the data out.

The headings are not really good for analysis so I create a template by editing the Headings to a better name. Then you can use PivotTables or PowerPivot to create the report. To update it I either repeat this periodically, but simply overwrite the data in the template report. Some reports I just add new data monthly.

I have built some useful reports this way and they take much less time than previously. You just need your client to see if he can  use this feature to get the data that you need.

Author

Commented:
Thank you both. Good to have that knowledge in future about Sage.
Roy CoxGroup Finance Manager

Commented:
Pleased to help

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