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Introduction
 » Drill-Down Tally 2007
 » What's New in 2007
 » System Requirements
Using Drill-Down Tally 2007
 » Toolbar
 » Basic Philosophy
 » Drill-Down Tally Concept
 » Report Definition
 » Reporting Views
 » New Report
 » 3 Step Wizard
 » Group Calculation Groups
 » Custom Values Wizard
 » Pivot Wizard
 » Column Width Wizard
 » Charting
 » Setup Administration
 » Finding Duplicate Values
 » Tally FlexMart
 » Preferences
Formatting
 » Group Level Formatting
 » ShowAs Column
 » Format Definition Column
Query
 » RecordSet & Prompting Filter
 » Totals Filter
 » RecordSet Filter
Setup Instances
 » Gateway File Overview
 » Linking 2 Files, Tables or Excel
 » QuickBooks File Setup
 » Excel/QuickBooks File Setup
 » MS Access Setup
 » ODBC Setup
 » Text File Setup
 » Gateway File Setup
 » Gateway Startup Settings
Support Details
 » Pricing & Support
 » Private Label Branding Program
 » Authorized Training Center
 » Corrective Actions
 
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Basic Philosophy

Need quick business intelligence from Microsoft Excel or Access, QuickBooks, ODBC, ACT!, Text or CSV data files? Need intelligent reports quickly and easily by anyone? Sure you do! Then Drill-Down Tally is the solution and productivity tool you been looking for. Drill-Down Tally was created to help everyday and non-technical users create ad-hoc reports quickly and easily without the help of your IS department.

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Drill-Down Tally's 3 step wizard effortlessly creates dynamic reports in a flash. Define Groups, Calculations and Details. That's It!. It's the easiest way for a novice user to create powerful reports. Why wait days, weeks or even months for a programmer when you can get reports right now.

No other productivity tool gives you so much dynamic information at such a low, low cost. Many companies will get their investment back the same day they purchase Drill-Down Tally. This makes Drill-Down Tally an invaluable asset to every company that understands its clever, powerful, intuitive, quick, but user-friendly feature set.

Turn Your Microsoft Excel Spreadsheets from this into this with a Few Short Mouse Clicks!

Turn Your Microsoft Excel Spreadsheets

The process of creating a Drill-Down Tally report is very easy. You choose Field Descriptions and their associated Show As type from a selected data set, Drill-Down Tally dynamically changes the report to reflect your desired output. You can dynamically change the report definition 1000's of different ways to get what you want in a flash. Group your totals by Team, Division, Salesman, Job Type, Year or even total dollar amounts. You can use the RecordSet Filter to restrict the records reported on. Any field in the recordset can be used to restrict your records. So you ask a question like? I want to see this report format with records from a beginning date to an ending date. You can also use the Totals Filter to only get customers that have Profit margins above one million dollars. After you have the records you want, you can preview, print and save the new report. It's just that easy.

Pretty nifty for an on-the-fly report writer any novice user can use to design dynamic reports. You can also design a 5 year crosstab (equivalent to a Microsoft Excel pivot table) analysis of your most profitable products or customers. There's an unlimited number of reports you can design at your fingertips with ease. No waiting days, weeks or even months for a programmer to do it for you. You're in control of your data giving you the competitive edge.

Drill-Down Tally is a complementary product to Crystal Reports or Microsoft Access. But Drill-Down Tally allows you to do 80% or more of your companies reports and take 20% of your time. Whereas Crystal Reports or Microsoft Access will only do 20% of your companies reports and take 80% of your time. Drill-Down Tally allows a company to flip your reporting capabilities on its head. Plus with Drill-Down Tally's new Views, reporting is like being hooked into a T1 line versus a 56k dial-up with Crystal Reports or Microsoft Access.

Designing reports is usually considered akin to an oil well for consultants. Need another report? Cha-ching! Cha-ching! Cha-ching! Do you think HP will tell you how to make ink to cut down on your printing cost? No way! The same is for designing reporting. Consultants usually strap you into their oil well, because it's their residual cha-ching maker. Drill-Down Tally puts you in control and cuts down on your reporting expenses drastically.

Drill-Down Tally initially starts you out designing your report with a sample recordset. It usually generates about 100 records to help design your report quickly. Next you design the report the way you want it by selecting the fields needed and the way to display them. Then you will want to query the database to retrieve the records necessary to create the desired report. Filtered data usually consists of a date range and/or whether a certain field is active. You ask a question like? I want to see this report format with records from a beginning date to an ending date. After the filtered records are retrieved, you can review the records to make sure you have the data your looking for. When you have the correct records, you can preview, chart and print the new report. It's just that simple.

Best Features...

Reporting Views. One of the best features of Drill-Down Tally is changing the face of reporting possibilities with its newest feature "Reporting Views". This technology will change how data intelligence is analyzed and processed in the 21st century.

You can now create and open additional views with the same recordset query. With "Reporting Views" you can query your data once and have Drill-Down Tally slice and dice your data with unlimited views to the same recordset. Your network runs faster and makes your users more productive at the speed of NOW.

No need to create 10 individual report files with each one having a slight modification here or there. Some reports only need different sorts, different arrangement of grouping or calculations. Now you can quickly create and access all of these reports as views within the same file with our newest innovation called "Reporting Views".

Charting. You can now design unlimited charts to your reports seamlessly with Drill-Down Tally. Quickly create and access all of these familiar charts within the same report with our newest charting innovation.

New Educational Edition License Model. IntelliRel has done it again. Revolutionizing how software is purchased and utilized. Drill-Down Tally now has the capability to be licensed under a Training Licensing Model. Under the training license model (Educational Edition) you pay for 1 hour or more of training and receive a software license that includes FREE lifetime upgrades and updates.

Under this licensing model you will pay for training and receive a software license if you don't have one already. You can only receive training from one of our Authorized Training Centers or Representatives to get this Educational Edition pricing. Contact an Authorized Training Center or Representative and ask for the cost of 1 hour or more of Drill-Down Tally training.

New Custom Values Wizard. Added Custom Values Wizard which allows you to combine several values into one of more custom values. You can easily group your data into Quarters (1st, 2nd, 3rd or 4th) of a year. You can group your data into Last Week and Prior Week and see the difference between the two weeks. You can create groups of great customers, good customers and those not-so-good customers based on total profit. These are just a few of the many thousands of possibilities that the wizard will effortlessly create for you.

Create Linked Queries with Excel Sheets. Added the ability to link/merge queries between Excel workbooks, sheets and range names. If you have one or more common fields in both worksheets, you can merge them into one dataset and slice and dice it just like any other dataset.

Enhanced Query Builder functionality. You can now visual design and merge two or more tables and queries into one dataset. Quickbooks users can export more than one custom report from their accounting software and then join them together into dataset to create unlimited reports from. Join .dbf, Access, Excel text files and ODBC data together in one query to design reports with. Your reporting playground just got a little bigger with this capability.

Report Definition Wizard. of the easiest features of Drill-Down Tally is that simply makes it easier to create a report. Our wizard will help any novice create a new report in 3 easy steps. The wizard gracefully generates a new report in blinding speeds.

Drill-Down Reporting. One of the coolest features of Drill-Down Tally is that it automatically creates a report for first group in your drill-down. The first report contains information pertaining only to your first defined group level. The second report contains information pertaining to all group levels and their details.

Auto-Design. One of the best features about Drill-Down Tally is that it allows any level of user to experiment very easily by quickly changing the field settings in the Report Definition tab. As you change these settings, you immediately see your results in the Drill-Down tab. Thus, allowing you to created an unlimited number of reports from one recordset.

Group Calculation Groups. Another awesome feature of Drill-Down Tally is that you can create a group from your aggregate group calculations. This is a powerful addition to the Drill-Down Tally feature set. This means you can create drill-down report(s) containing information pertaining to several different revenue levels. You could put them in groups of excellent, so-so or poor based on the profit your company receives from them.

Gateway File Setup. Create reports from ACT!, .txt (comma separated), .csv (comma separated values) text files or Microsoft Excel data. Design unlimited reports to ACT! opportunities or activities. You can design reports with exported data from Google, Amazon, eBay. You can gain direct access to Microsoft Excel data via the Sheet Name or Range Name of your favorite worksheet. Or any other text file you can export data from. You can create as many reports as you want from your downloaded, exported text or Microsoft Excel data files. This is a great productivity tool for all buyers and sellers who access the world wide web or want more detailed reporting from your Microsoft Excel data.

Screenshot Demo. A demo was added to the help menu to help users get more familiar with the reporting capabilities of Drill-Down Tally. It includes a user controlled slide show creating a simple tabular report to designing an advanced 5 year trend analysis.

Tally FlexMart. Creating a Tally FlexMart is an important part of Drill-Down Tally. It allows you to wrap up a report definition and it's underlying data into a mini application. After you create the Tally FlexMart you can send the file to any other licensed owner of Drill-Down Tally. They can now create as many reports as they want from the data you send them.

Auto-Update. The software package allows you to update/upgrade the software package with minimal effort. Install updates to a central location and all other users can automatically pickup the necessary changes the next time they open Drill-Down Tally. *User must has the setting under menu option [File] [Settings] Updates Path pointing to the same directory as to where you install it.

Private Label Product Branding. Drill-Down Tally has the capability to be branded under your product name, icon, and company as the maker of the product name. For more information.

FREE Unlimited Live Help Online. Last but not least free unlimited online support. Get your questions answered online with our Live Help Online feature.

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