Sage 50 – Lets Maximise Sage Reporting Using Excel‐ 1 day
Tuesday 11th June 9.00am - 4.00pm, Welshpool
For experienced Sage users and good basic knowledge of Microsoft Excel,
Course Objectives
Exporting data from sage
Understand the data tables in Sage and how we can make use of the data.
Pivot tables Basic use in Excel
Automating KPI reports including Sage data by just refreshing the report
Using custom fields in sage to help analyse data
Linking to tables via odbc.
At the end of the day we will have learnt how to create a Customer sales KPI report
Analysing who buys what, how many, when and gross profits on the sale.
Course Content
When Sage Reporting hits its limit – what can we do?
Data Are we making the most of it?
o Important data in Sage
o Do we need business KPI’s Key Performance Indicators.
o How can we extract data?
o What could help your business?
Linking Excel to Sage Via ODBC
o Creating a link to Sage o Understanding the tables in Sage
Automating data reports in Excel
Redefining Profit and Loss Structures in Excel
o Using Nominal Data to create groups or sub-groups
Using Vlookups in Excel to combine data tables
Using Pivot Tables in Excel
o What do your customers buy and when
o What Profits do you make?
Thinking about reusing that data
o What can we reuse data for?
o What else can help your business?
Duration: 1 Day 9am - 4pm
Date: Tuesday 11th June 2024
Cost: Free to Attend
Venue: Welshpool
Book your places below or Tel: 01686 628778
Course Delivery: The course will be run by Paul Marshall, Director of Baase Ltd, Shrewsbury www.baase.co.uk
Paul started Baase in 2007 after successfully starting and building 2 Sage business partnerships including management accounts divisions for Chartered accountants in both Shropshire and Staffordshire both Sage 50 and Sage 200. His career & accountancy training started in 1989 in a chartered accountancy firm, with this background in accountancy it has allowed him to fully understand all aspects of business processes and data flows.
Baase specialise in developing integrated business software solutions. The aim of Baase is to get businesses maximising on their software investment and utilising data to enable clear transparent information to make informed decisions upon.
Book online using the booking form below, call 01686 628778 or email sam@mwmg.org