Excel View in SEI

Hello - Is it possible to create a view in SEI using an existing excel spreadsheet rather than using the SAGE database tables?  If so, how is this done?

Thanks

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  • Are you creating a Financial Report (as in FR) from the General Ledger or some other module?
  • No - I want to create a Sales Analysis report in SEI using an existing excel spreadsheet.
  • Sorry, I don't have a quick solution for you. Unfortunately, it's hard to answer without seeing your file and its details. 

    As you may know, each SEI report is generated from a SQL statement which determines which tables and fields are being used in a specific Excel report. For example, some Sage clients want "Sales Analysis" by Customer, others may want "Sales Analysis" of products and others may want "Sales Analysis" by product and by Customer. Each one of these scenarios may involve different tables from different modules (e.g.: AR, OE, IC, etc.). It's complicated and one would need to know the details before a solution is provided. 

    There might be other ways you could get your Sales Analysis report... if you'd like you may send me a mock-up Excel file showing me what your 'ideal' report would look like - include columns, parameters (filters) [e.g.: From date to date, by Salesperson, etc.]. In other words, show me what your final and ideal Sales Analysis Excel file should look like. Also, insert comments to describe where that information is stored (e.g: is a sale in OE? or AR? or POS?).

    What I can do for you is to have a look at it and see if I have any further ideas/suggestions or possibile solution. As the old saying, 'a picture is worth a thousand words.'  You may  email me your mock up spreadsheet and contact me by email.  See my 'Contact' page on my web site TheFOMsystem.com. 

Reply
  • Sorry, I don't have a quick solution for you. Unfortunately, it's hard to answer without seeing your file and its details. 

    As you may know, each SEI report is generated from a SQL statement which determines which tables and fields are being used in a specific Excel report. For example, some Sage clients want "Sales Analysis" by Customer, others may want "Sales Analysis" of products and others may want "Sales Analysis" by product and by Customer. Each one of these scenarios may involve different tables from different modules (e.g.: AR, OE, IC, etc.). It's complicated and one would need to know the details before a solution is provided. 

    There might be other ways you could get your Sales Analysis report... if you'd like you may send me a mock-up Excel file showing me what your 'ideal' report would look like - include columns, parameters (filters) [e.g.: From date to date, by Salesperson, etc.]. In other words, show me what your final and ideal Sales Analysis Excel file should look like. Also, insert comments to describe where that information is stored (e.g: is a sale in OE? or AR? or POS?).

    What I can do for you is to have a look at it and see if I have any further ideas/suggestions or possibile solution. As the old saying, 'a picture is worth a thousand words.'  You may  email me your mock up spreadsheet and contact me by email.  See my 'Contact' page on my web site TheFOMsystem.com. 

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