Tally to Power BI: Sales Dashboard

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  • Опубликовано: 3 фев 2025

Комментарии • 18

  • @TamoghnaMukherjee-v8m
    @TamoghnaMukherjee-v8m 3 месяца назад

    I connected to Tally using the ODBC connector and successfully accessed the Group, Ledger, and Vouchers tables. However, I was unable to locate the Accounting table. Could you provide guidance on accessing it?

    • @debarshichakraborty6447
      @debarshichakraborty6447 3 месяца назад +1

      Bro how you connect it ? Odbc se voucher table nehi aata Hain

    • @ExcelKida
      @ExcelKida  3 месяца назад +1

      ODBC does not support vouchers. That's the reason I have used XML in the utility which supports vouchers too.

    • @TamoghnaMukherjee-v8m
      @TamoghnaMukherjee-v8m 3 месяца назад

      @@ExcelKida iss methord se tally ka live connection hoga kya?
      Agar Tally me koi new entry hota he to refresh marne se Pwr Bi update hoga?

  • @kingpingamerzarena
    @kingpingamerzarena 9 месяцев назад

    This is good. However, can you please tell if we can have a Sales voucher table in which amount and sales voucher alternate units total would be shown so we can create dashboard on it that how much sales we done in amount as well as in alternate units i.e. kgs in a particular period ?

    • @ExcelKida
      @ExcelKida  9 месяцев назад

      For alternative unit, you can utilize table named mst_uom where you would find 3 fields, base_units, additional_units and conversion (multiplication factor between base vs additional unit). You need to setup a Power BI measure to multiple quantity in table trn_inventory with conversion multiplier to derive quantity in alternate units.

    • @kingpingamerzarena
      @kingpingamerzarena 9 месяцев назад

      @@ExcelKida mst_uom doesn't showing additional_unit & conversion of each stock item instead it showing types of conversion factors opened in tally.

    • @ExcelKida
      @ExcelKida  9 месяцев назад

      @kingpingamerzarena you are correct, I think I mixed two different concepts together. I will appreciate if you can email me any demo / sample data for altenate units of Tally. I will attempt to integrate it in the utility & release an updated version of utility covering this. You can email me on info@excelkida.com

  • @nimikajadav3004
    @nimikajadav3004 10 месяцев назад

    What if we want to get all data as like columnar option in tally. I need to connect power query with Tally directly without using sql server. i want to customize power query code based on my requirement.

    • @ExcelKida
      @ExcelKida  10 месяцев назад

      If you want to connect Power Query to Tally directly, then you need to have good hold of TDL, generation of XML of reports, M Query scripting. Also, if you get any unreadable character, then your Power Query would fail. So, I recommend that use this utility where all the drawbacks have been fixed after years of my trial-error.

  • @mohammedumar3684
    @mohammedumar3684 5 месяцев назад

    Can you please give this sample data
    That will be really helpful. Thanks

    • @ExcelKida
      @ExcelKida  4 месяца назад

      Download link of sample data there in the video description

  • @chetanedake9221
    @chetanedake9221 Год назад

    Sir kindly make a video on sales and purchase columnar report to excel with power query b coz forabove 10000 entry tally takes too much time to export in excel

    • @ExcelKida
      @ExcelKida  Год назад

      I have already uploaded Sales Register video for Google Sheet & Power BI. You need to check out videos on my channel. Power BI report you can export to Excel, which is very fast, hardly takes 2-3 seconds even for 1 Lakh rows

  • @mdismail_7086
    @mdismail_7086 Год назад

    Can you please create a complete power bi multi page project on tally which will display complete analysis from profit and loss to credit and debit and everything

    • @ExcelKida
      @ExcelKida  Год назад

      1) "complete" is pretty broad-ended & subjective word, with different people having varied requirement.
      2) Motto behind these tutorials is to demonstrate a small portion of report with how to implement it. Video tends to become long if I try to cover many things in a single video. So I tend to split up videos.
      I will suggest to check out all the connected videos on my channel & you will start understanding the concepts a bit in depth. In the coming future I will be uploading more such videos, as and when I get time to produce videos.

  • @gaptours1897
    @gaptours1897 Год назад

    nice i will watch your daily but i am not able do on my laptop plz help me

    • @ExcelKida
      @ExcelKida  Год назад

      Email me the issue you are facing