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Linking 2 Files, Tables or Excel

You may find an alternative way to get at data to quickly analysis your business with exported files to Excel or csv text files. By using a Drill-Down Tally/MS Excel Gateway setup with exported QuickBooks, ODBC or any other data type to an Excel file or csv text file. With exported data to Excel or csv text files you can utilize a dataset (rows and columns of tabular data) you are familiar with and may be more versatile.

How to setup 2 MS Excel worksheets success:

1. First export the desired data to an Excel worksheet or csv text file.
   a) QuickBooks users see: QuickBooks/MS Excel Gateway Setup.
2. Open Drill-Down Tally and click menu option [File] [Gateway File Setup...]
3. Then follow the steps on MS Excel setup by clicking Drill-Down Tally/MS Excel Gateway Setup.
4. After setting up step 3, goto menu option [File] [Gateway File Admin...] screen to manage your Reports Datasets, Tables and Queries. Gateway File Administration
5. If you have both tables setup, you will see them listed under the Tables option already.
   a) If you don't, you can setup another Excel or csv file here.
   b) To setup a new table click on the first column [...] of a new empty row.
   c) This will open a wizard to help you setup new tables to more data files.
6. If you want to link two Excel worksheet tables together, click the Queries option.
7. You may not have anything listed here yet, but this is the new playground where you can link all your tables (created in the Tables option) together to create a new "virtual table" which is considered a query in Drill-Down Tally.
   a) To setup a new query click on the first column [...] of a new empty row.
   b) This will open the query builder wizard to help you setup the query to link two or more tables together on common fields.

With the above image as a visual, you can add the two tables to the upper left pane by dragging each table from the list of tables in the upper right pane to it. Once you have the two tables in the upper left pane you can join them by dragging the field from the first table to the matching (common) field in the second table. Next check off the little boxes next to the field names you want to allow your user to create reports with. If you want all the fields from a table, check off on the very top field that has a * (this means show all the fields from that table). After all the fields are selected, click on the menu option [Results]. In the lower part of the screen you should see one virtual table of data with both tables linked together as if they were one. When you have the fields you need, click the menu option [Save] to create your query.

8) Once the query is created and given a name, you can goto the Report Datasets option list and add the new query name to the end of the list.

*Note: Only tables or queries added to the Report Datasets option list will be exposed to the user to design reports with.

*Note: Once you have this MS Excel or csv file setup you can overwrite the export file with new data to the same file name without going through another gateway setup again.

You can setup as many exported Excel or csv files as you want within one Drill-Down Tally gateway application. Plus, you can create an unlimited amount of gateway applications and add as many Tables, Queries and Report Dataset entries as you want to these Drill-Down Tally gateways.

Get the reports you want out of Drill-Down Tally that can't get out of your current application.

Buy Drill-Down Tally 2007 Online!