Excel Power BI

Best way to Merge Files in to One with Power Query for Excel | Combined Multiple files in One with Excel Power BI

If you’re using Excel and you’re not using Power Query, you’re missing out! Power Query is a game-changing data transformation and manipulation tool that’s work perfect in all latest Excel versions.

With Power Query for Excel, you can easily connect to data sources, shape and transform your data, and load it into Excel for further analysis. Power Query makes it easy to get the data you need, when you need it.

We can do lots of things with the help of power query for Excel. And same if you want to merge or combined multiple file into one sheet quickly without using copy paste then Excel Power Query will be tonic for all your office work.

Why use Power Query for Excel to merge files:

If you have ever tried to merge data from multiple Excel files into one, you know it can be a tedious and time-consuming process. Power Query for Excel makes it easy to quickly combine data from multiple files into one.

Here are some reasons why you should use Excel Power BI to merge files:

  1. Power Query is much faster than manually merging data in Excel.
  2. Power Query can automatically detect and handle different file formats, including CSV, XLS, and TXT.
  3. Power Query can handle files with column headers and automatically map the data into one consistent format.
  4. Power Query can apply various transformations to the data, such as filtering, sorting, and grouping, before merging the data.
  5. Power Query makes it easy to merge data from multiple files into one table or pivot table in Excel.

If you frequently work with data from multiple Excel files, Power Query for Excel is a valuable tool that can save you a lot of time and effort.

Steps to Use Excel Power BI to merge multiple sheets in to one:

Power BI is a free Excel tool that allows you to do multi task and fast working, and same with Excel Power BI we can merge multiple files in one, so you can see all of your data in one place.

Here are the steps to merge multiple sheets with help of Excel Power Query:

  1. Open Excel – Go to Data Tab – New query – From File – From Folder.
  2. Select folder that contains files that you wan to merge.
  3. Check your file names and Click on Combined & transform Data.
  4. Check columns and click on OK
  5. Select the sheets where you want to merge.
Power Query for Excel

Also see below image of power query data processing, choose combined & transform:

Excel Power BI

Now, all of your data will be merged into one sheet in with the help of Excel Power BI. You can use the filters and slicers to explore your data, and create visualizations to see trends and patterns. Power BI makes it easy to see all of your data in one place, so you can make better decisions about your business.

Also learn Power Query to collect data through ODBC

How to use Excel Power Query Video :

Watch below video for more details :

Find more Excel related videos

FAQ:

What is Excel Power Query?

Excel Power Query is a tool provided with Excel file that allows users to access and analyze data from a variety of sources within Microsoft Excel. Power Query is an add-in for Excel that can be used to quickly and easily create data models and reports within Excel.

How does Excel Power Query work?

Excel Power Query uses a four-step process to access and analyze data:

  1. Connect to data: Users can connect to data from a variety of sources, including Excel workbooks, SQL Server databases, ODBC etc.
  2. Transform data: Users can select and transform data as needed. Data transformation options include filtering, grouping, and aggregating data.
  3. Load data: Data can be loaded into Excel worksheets or Power Pivot data models for further analysis.
  4. Analyze data: Users can analyze data within Excel using PivotTables, PivotCharts, and other Excel features.

What are the benefits of using Excel Power Query?

Excel Power Query offers a number of benefits for users who need to access and analyze data:

  • Quick and easy data access: Power Query makes it easy to connect to data from a variety of sources.
  • Flexible data transformation: Power Query provides a wide range of data transformation options, so users can shape data to meet their needs.
  • Integration with Excel: Power Query integrates with Excel, so users can take advantage of all the features and functionality of Excel while working with data.
  • Create Own formats: Power Query allows users to quickly and easily create data models and reports without the need for IT assistance.

What are the disadvantages of using Excel Power Query?

There are a few potential disadvantages to using Excel Power Query:

  • Complex data transformation: The data transformation options in Power Query can be complex, so users may need some training to use them effectively.
  • Limited data analysis: Power Query does not provide all the data analysis features of Excel, so users may need to use other tools for some tasks.

How can I learn more about Power Query?

If you want to learn more about Excel Power Query, consider taking an online course or attending a training session. There are also a number of books and other resources available on Power Query.

Excel to XML Converter for Tally

1st Fastest Excel to XML converter for Tally (Full Review 2022) | Best Excel to Tally Import

Excel to XML converter for Tally is a handy tool that can help you convert your Excel files to XML format for use with Tally Prime or in Tally ERP9. With this Excel to Tally Import XML converter, you can easily do your Excel data entry in to Tally. And this XML converter for Tally generate XML files very quickly and upto 25 thousand entries at a time.

With this Excel2Tally-AllinOne_XML fastest xml generator software will help you to export all type Excel data into Tally Prime, Tally ERP9 or other version of Tally like tally 7.2, Tally erp, etc. It is very useful software will save your lots of time. No renewal required- use lifetime, now with very simple format.

CLICK HERE TO DOWNLOAD FASTEST EXCEL TO TALLY ALL IN ONE XML SOFTWARE

Excel to XML converter for Tally features:

With this Excel to Tally import utility we can do all type entries including Masters and Vouchers with all details and GST/VAT. This Excel 4 Tally software has below features:

Ledger Master ImportImport Ledgers with Alias, full address, GST details , opening, own group, bank details, tds details, ledger description, credit limits etc..
Stock Master ImportImport Stock Items with alias, opening with batch, own group, unit, MRP, standard price etc.
Voucher ImportImport Sales, Purchase, Debit note, Credit note, Journal, Sales order, Purchase order, Payment, Receipt, Cntra etc. with or without item.
Bank Statement ImportImport all type bank statements with bank reconciliation date.
Cost centre VouchersImport vouchers with cost centers and cost categories.
25000 entries at a timeGenerate XML up to twenty five thousand entries at a time in few minutes
No yearly chargesNot any yearly charges, No renewals , Use lifetime. Any modification will be free.
Create own formatsYou can create your own format and can import in one click, No copy paste required.
Generate GST ReportAfter entry without any error all GST reports will be generated in Tally .
Fastest XML generator for TallyGenerate XML file for all sheets in few seconds.

Also get One Click Excel to Tally Ecommerce Entry software

Excel to XML Converter for Tally

Excel to Tally XML Import All Sheets:

It is very useful software will save your lots of time. No renewal required- use lifetime, now with very simple format. With this updated version you can generate master and vouchers with below sheets :-

Masters:

You can generate ledger master, and stock master with all details from separate sheets. Also can import all masters directly from vouchers sheet at voucher entry time.

Ledger master : –

Now import ledger master in tally with full address, gst details , opening, own group, bank details, TDS details, ledger description, credit limits etc..

Stock master :-

with stock master sheet you can generate item master xml : – it has all details of stock item like, .alias, opening with batch, own group, unit, mrp, standard price etc.
It has below voucher import sheets with there advance features:

Vouchers:

All in one invoice vouchers :

With this voucher sheet you can generate all voucher type (sales, purchase, debit note,credit note, journal, sales order, purchase orderc etc. Or your own created voucher types) with multi gst and taxable ledgers, multiple billwise reference, multiple stock items in single voucher, also can do with and without item entry.

Use data sheet to get data in voucher sheet without copy paste. Do fast entries with master creation from thesame sheet.and alos do fastest voucher entry in tally with all details of invoice. You can use all type vouchers with stock items or without stock items..

All in one accounting voucher :

with this voucher sheet you can generate all type entries (sales, purchase, dr. Cr note, journal, receipt , payment, etc. Without item) with simple format. Direct copy paste from your data. Can choose multiple ledger in single voucher. Also, can do entries with costcenter details for every ledgers in voucehr. Do fast entries with billwise references and costercenters. You can use all type vouchers without stock items.

All in one bank vouchers:

with this bank voucher sheet you can generate entries for any of your bank, with simple format. Direct copy paste from your bank sheet. Do entries with auto reconciliation feature.

Benefits of Excel to Tally Data import Software:

Excel to Tally Data import Software

  1. The benefits of using Excel to Tally Data import Software are many and varied. Perhaps the most obvious benefit is that it can save you a great deal of time and effort when it comes to importing data into Tally.
  2. If you are manually entering data into Tally, then you will know only too well how time-consuming and error-prone this can be. By using Excel to Tally Data import Software, you can quickly and easily import large amounts of data into Tally with just a few clicks of the mouse. This can save you hours of time and dramatically reduce the chances of errors occurring.
  3. Another key benefit of using Excel to Tally Data import Software is that it can help you to avoid data entry mistakes. When manually entering data into Tally, it is very easy to make mistakes. This can result in incorrect data being entered into Tally, which can in turn lead to problems further down the line.

In addition to the benefits mentioned above, there are also a number of other advantages to using Excel to Tally Data import Software. For example, it can help you to keep your Tally data organized and tidy.

FAQ:

What is the process of importing data from Excel to Tally?

The process of importing data from Excel to Tally is quite simple. First, you need to enter your excel data into Learnwell’s excel to tally data import software. Then import it into Tally using the Import buttons provided in software.

What are the benefits of importing data from Excel to Tally?

There are many benefits of importing data from Excel to Tally. Perhaps the most obvious benefit is that it can save you a lot of time and effort when it comes to manually entering data into Tally. Importing data from Excel can also help to ensure that data is entered accurately and consistently.

What are some tips for importing data from Excel to Tally?

Here are a few tips for importing data from Excel to Tally:

  1. Make sure that the data in your Excel/CSV file is correctly formatted and have all details.
  2. Make sure that you map the data correctly in Data sheet when you import it into Tally.
  3. If you’re not sure how to do something, ask for help.

Conclusion:

Excel to Tally Data import Software is a tool that can be used to quickly and easily import data from Excel to Tally. This tool can be used to import data from a variety of sources, including Excel, CSV files, text files, and even directly from a Tally database. The software is easy to use and can be used to import data into Tally in a matter of minutes.

DOWNLOAD
Tally to Excel Import Trick

2022 Best Tally to Excel Import Trick | Excel Power Query to Collect Tally Data into Excel through TDL

If you want to work fast and want to create proper MIS reports and need to import data from Tally into Excel follow this Best Tally to Excel Import Trick. With this we can create proper reports and tables in Excel. Tally is a financial accounting software that is widely used in India. While it is possible to export data from Tally to Excel, the process is not always straightforward.

The good news is that there is a way to import data from Tally to Excel using power query and Tally TDL file. Power query is a feature in Excel that allows you to easily connect to and import data from a variety of sources.

To use the power query Tally to Excel import trick, you will first need Microsoft Excel. And in this post you will learn how to import Tally data into Excel by using a TDL and Excel power BI.

Required files to connect live data of Tally to Excel:

Software Required:Tally Prime / Tally ERP9 and Microsoft Excel
Required Code for TallyTally TDL file with Report option in Code
Required Code for ExcelExcel Power BI code with ODBC option
Required Setting:Enable ODBC port in Tally
Things to doKeep open Tally when collect data into excel from Tally

Tally to Excel Import Trick : With TDL and Excel Power Query :

In this method we will import our Tally ERP9 or Tally Prime Data reports, that generated through TDL file. We import our Tally reports directly in Excel sheet with Tally Live connection through Tally ODBC. Follow the below Tally to Excel Import Trick to get live data from Tally into Excel :

Excel power BI

Load TDL file into Tally Prime or in Tally ERP9.

First of all if we want to fetch Tally Data reports of a TDL , then we need to a TDL file. You can download free TDL files from Learnwell store, according to your need.

  1. TDL code should be have reports option
  2. After download TDL code copy the TDL file path including Name and extension (as – C:\Users\HP\Desktop\rec\StockReport.txt)
  3. Open Tally Prime Software
  4. Click on Help and click on TDL & Addon  (for Tally Prime)
  5. Press F4 (to open a Box)
  6. Set Load TDL file on Startup – Yes
  7. Paste The path in blank space
  8. Press enter and save
  9. Now your Bill additional details TDL is ready to use.

Paste Power BI code in Excel power query:

Copy below code and paste in Excel Power query. How to use power query ? Follow Excel Power Query Post in this site

Code with TDL report name:

let
    url = “http://localhost:9000”,
    _body = “<ENVELOPE>
<HEADER>
<TALLYREQUEST>Export Data</TALLYREQUEST>
</HEADER>
<BODY>
<EXPORTDATA>
<REQUESTDESC>
<STATICVARIABLES>
<SVEXPORTFORMAT>ASCII (Comma Delimited)</SVEXPORTFORMAT>
<SVFROMDATE>DATE1</SVFROMDATE>
<SVTODATE>DATE2</SVTODATE>
</STATICVARIABLES>
<REPORTNAME>TDLReportName</REPORTNAME>
</REQUESTDESC>
</EXPORTDATA>
</BODY>
</ENVELOPE>”,
    FromDate = Date.ToText(#date(2022, 04, 01)),
    ToDate = Date.ToText(#date(2022, 04, 02)),
    body = Text.Replace(Text.Replace(_body, “DATE1”, FromDate), “DATE2”, ToDate),
    Source = Csv.Document(Text.Replace(Text.FromBinary(Web.Contents(url, [Content=Text.ToBinary(body, TextEncoding.Utf16), Headers=[#”Content-Type”=”text/xml;charset=utf-16″]]), TextEncoding.Utf16), “,#(cr,lf)”, “#(cr,lf)”), { “Particulars”, “GSTIN”, “Invoice Number”,”Date”, “Document Type”, “Invoice Value”,”Place of Supply”, “Note Number”, “Note Date”,”Status”,”Taxable Value”,”IGST Amt”,”IGST Eligible Amt”,”CGST Amt”,”CGST Eligible Amt”,”SGST Amt”,”SGST Eligible Amt”,”Cess Amt”,”Cess Eligible Amt”})
in
    Source

How to use Excel Power BI with TDL file Video:

FAQ:

What is the Tally to Excel import trick through power query and Tally TDL?

This is a method of importing data from Tally into Excel using power query and Tally TDL.

How does this method work?

This method works by first load a reporting type TDL file in Tally. Then we can import its reports directly into Excel using power query. Data will processed using Tally ODBC and Power BI code and finally imported into Excel.

What are the benefits of this method?

There are several benefits of this method. Firstly, it is a very quick way to import data from Tally into Excel. Secondly, it is a very accurate method and get best MIS as the data is processed using Tally TDL. Finally, this method can be used to import data from multiple Tally instances into a single Excel workbook.

What data can I import from Tally using power query?

You can import any data from Tally that you can access through the Tally TDL or Tally direct reports. This includes data from ledgers, accounts, transactions, and more.

This is a great way to get your data from Tally into Excel. The process is simple and straightforward, and it only takes a few minutes to get everything set up. This is a great way to save time and energy, and it will make your life a lot easier.

Tally TDL to Modify Bill wise details

2022 Best Tally TDL to Modify Bill wise details | Bill Wise Outstanding with Voucher and Mobile Number

In this post we will see how to modify bill wise outstanding reports and bill wise references details with this Tally TDL to Modify Bill wise details. This will solve our lots of problems related to bill wise outstanding.

Friends! if you want to do proper accounting then you need to maintain bill wise details in Tally. This will help to track bill to bill outstanding, Receivables and Payables. And if you maintain Tally Prime or Tally ERP9 then bill wise details can maintain easily.

But sometime we need to add two different bill name or numbers in bill references. Like we need to add voucher number and also reference number in same bill details. So today I have something special for your Tally. With this Tally TDL to Modify Bill wise details we can add our own extra fields in bill references and also in bill outstanding report. So let’s check out.

Tally TDL to Modify Bill wise details

Also read best Tally prime MIS reports with periodic payments and receipts

Tally TDL to Modify Bill wise details – Code:

This TDL code may be changed to suit our needs. Working with Tally Erp9 and Tally Prime is fairly straightforward, and we may add or delete other fields as needed. The best short TDL code to modify bill reference fields of Tally.

[#Line:BillCol1]
use:Billdetail
Local:Field:LWVCH:Set as:$$LocaleString:"VCH No."
Local:Field:LWMobile:Set as:$$LocaleString:"Mobile No."
[#Field:BillFixed]
Add:Field:After:BillParty:LWVCH
Add:Field:After:BillParty:LWMobile
[Field:LWVCH]
Use:Short Name Field
Set As:$LedgerEntries.VoucherNumber
[Field:LWMobile]
Use:Short Name Field
Set As:$LedgerMobile:Ledger:$Parent



[#Collection:Pending Bills]
Title:$$LocaleString:"Pending Bills - www.learnwells.com"
Sub Title:$$LocaleString:"Name",$$LocaleString:"Date",$$LocaleString:"Balance",$$LocaleString:"VCH No."
Fetch:Name,BillDate,LedgerEntries.*
Unique:$$Name
Format:$$Name,12
Format:$BillDate,8
Format:$BaseClosing,20:"DrCr"
Format:$LedgerEntries.VoucherNumber,16

How to use Bill Wise Outstanding with Voucher and Mobile Number TDL code:

HOW TO USE TDL CODE:
  • Copy above TDL code and make a text file.
  • Save text file then load in Tally Prime (Method provided below the code)
  • Now go for invoice creation, you cna see changes in bill wise reference section.
  • Also can see additional details in bill wise outstanding with voucher and mobile number.

This is best free TDL to have in your Tally . Must have TDL file for Tally ERP9 and Tally Prime that can use for lifetime. This free TDL Code will perfectly work with Tally Prime.

How to use Additional details in bill reference TDL file video:

Watch above video to learn :

  • How to create TDL file.
  • How to modify bill details section of Tally prime.
  • More TDL files on youtube/learnwell
FOLLOW THE BELLOW INSTRUCTIONS TO LOAD TDL FILE IN TALLY:
  1. Make a Text file of above code
  2. Save it in to your computer
  3. Copy the text file path including Name and extension (as – C:\Users\HP\Desktop\rec\Bill additiona details.txt)
  4. Open Tally Prime Software
  5. Click on Help and click on TDL & Addon  (for Tally Prime)
  6. Press F4 (to open a Box)
  7. Set Load TDL file on Startup – Yes
  8. Paste The path in blank space
  9. Press enter and save
  10. Now your Bill additional details TDL is ready to use.
Periodic Payments and Receipts

Best Tally Prime MIS: Periodic Payments and Receipts Comparison | Compare Payments and Receipts with Income and Expenses

Periodic Payments and Receipts feature will help a lot in creating MIS reports and MIS comparison , and also in tracking of business growth. This is the best feature have Tally Prime.

Only the Periodic Payments and Receipts report in TallyPrime will display ledgers that the user has designated as periodic ledgers. Based on the ledgers the users have selected, Periodic Payments and Receipts gives a list of recurring ledger vouchers. This report also includes a comparison of ledger vouchers with vouchers from prior years to identify any differences. The overall amount spent or received and the total number of vouchers issued throughout each year are both detailed in this report. Additionally, it offers information on the quantity and voucher variance that may be utilised to do additional research.

How to View Periodic Payments and Receipts:

Gateway of Tally > Display More Reports > Analysis & Verification > Data Analysis > Period Payments and Receipts.

Alternatively, press Alt+G (Go To) > type or select Period Payments and Receipts> and press Enter.

The overall amount spent or received and the total number of vouchers issued throughout each year are both detailed in this report. Additionally, it offers information on the quantity and voucher variance that may be utilised to do additional research.

Periodic Payments and Receipts

Also get Auto PDF Generator TDL for Tally Prime and Tally ERP9

Button options in the Periodic comparison report:

  • F4 (Group) : press F4 to filter the Periodic Payments and Receipts belonging to the selected Group.
  • F8 (Show Ledger): Place the cursor on the required Ledger and press F8 (Show Ledger)to view the Ledger Vouchers report for that ledger.
  • F9 (Analysis & Ver Reports): Press F9 (Analysis & Ver Reports) > type or select Pending Documents > and press Enter.
  • You can follow this step to open any of the Accounting, Inventory, and Analysis Reports from the list.
  • Alt+V (Master Configuration): press Alt+V to identify the Related Parties, Periodic Ledgers and apply Sampling methods for analysis.

Configuration Options


Press F12 (Configure)to change the default display for the report.

  • Show ledgers with Variance: User can choose to view only those ledgers that fulfill.
  • Show Name of Group: Set this option to No to hide the name of the immediate Group/Subgroup.
  • Display name for Ledger: Select the required Display Name for the Periodic Ledgers.
  • Scale Factor: Select the required scale factor from the list to display the amount in the respective denomination.
  • Show Base Currency: Set this option to Yes to see Base Currency of the company in the report.

Compare Payments and Receipts Video:

Watch the below video for more understanding about Compare Payments and Receipts with Income and Expenses:

Watch above video to learn :

  • How to compare periodic payments and receipts of Ledgers.
  • How to use Periodic Payments and Receipts feature of Tally Prime.
  • More TDL files on youtube/learnwell

Auto PDF Generator

2022 Best Free Auto PDF Generator TDL for Invoice and Ledger | Tally Invoice PDF TDL | Auto Save PDF for Tally Prime

In this post I introduce with this Auto PDF Generator TDL, that can help in you to save invoices and ledgers automatically in PDF form in your computer without any loose.

Friends, We all work hard to do our work perfectly. But sometime we do some mistakes or can not complete our task on time. Like we can do mistakes in creating invoice that can be solve letter or invest our time in printing of invoice or saving in computer.

All the above problems will be solve with this free Auto save PDF TDL. With this Tally Prime and Tally ERP9 TDL file we can save invoices in PDF form instantly at invoicing time. Also can create save Invoices and Ledgers in PDF form with Auto Save PDF button.

Auto PDF Generator

Also Get TDL code to see all invoice full details with SQL

Auto PDF Generator TDL Code:

This TDL code may be changed to suit our needs. Working with Tally Erp9 and Tally Prime is fairly straightforward, and we may add or delete other fields as needed. The best short tdl code to for auto PDF generator for Invoice and Ledgers.

[#Form:Sales color]
Add:Button:InVPdf
On:Form Accept:Yes:Call:LearnwellPDF

[#Form:Normal Ledger]
Add:Button:InVPdf

[Button:InVPdf]
Title:"Save PDF"
Key:CTRL+Q
Action:call:LearnwellPDF

[Function:LearnwellPDF]
Variable:SavePDF:String
Local Formula:LWInvNo:$$StringFindandReplace:$VoucherNumber:"/":"-"
Local Formula:LWLedger:$$StringFindandReplace:$PartyLedgerName:"\":"-"
Local Formula:LWDate:$$String:$Date
10:set:SavePDF:$$String:"C:\Users\HP\Desktop\PDFInvoice" + "\" + @LWInvNo+"_"+@LWLedger+"_"+@LWDate
20:Set:SVExportFormat:$$SysName:Pdf
30:Set:SVPrinterName:"Adobe PDF"
40:Set:SVPrintFileName:$$MakeExportName:##SavePDF:##SVExportFormat
50:Set:SVOPenfileAfterExport:Yes
60:Export Report:.:true

How to use Auto Save PDF TDL code:

HOW TO USE TDL CODE:
  • Copy above TDL code and make a text file.
  • Save text file then load in Tally Prime (Method provided below the code)
  • Now go for invoice creation, after invoice save a PDF invoice save in your desired folder (See the TDL code to Set folder) .
  • Also will get Save PDF button to save invoice and ledgers desperately.

This is best free TDL to have in your Tally . Must have TDL file for Tally ERP9 and Tally Prime that can use for lifetime. This free TDL Code will perfectly work with Tally Prime.

How to use Tally Invoice PDF TDL file video:

Watch above video to learn :

  • How to create TDL file.
  • How to set folder in TDL to save invoice and ledgers.
  • More TDL files on youtube/learnwell
FOLLOW THE BELLOW INSTRUCTIONS TO LOAD TDL FILE IN TALLY:
  1. Make a Text file of above code
  2. Save it in to your computer
  3. Copy the text file path including Name and extension (as – C:\Users\HP\Desktop\rec\Save PDF.txt)
  4. Open Tally Prime Software
  5. Click on Help and click on TDL & Addon  (for Tally Prime)
  6. Press F4 (to open a Box)
  7. Set Load TDL file on Startup – Yes
  8. Paste The path in blank space
  9. Press enter and save
  10. Now your Auto PDF Generator TDL is ready to use.
Tally SQL Query

Best Method to Create your own Report in Tally Prime with Tally SQL Query | Tally Prime All in One Report

In this post we will see how create our own reports in Tally Prime or in Tally ERP9 through Tally SQL Query. And which is best method to generate Tally Prime All in One Report with one click.

Friends we all working hard to finish our work on time. But sometime we not get required results. Same time to time we do lot’s of entries in Tally to complete our books on time and accurately. But when we go to get some reports of our hard work, there we failed to generate proper reports of our business.

Same as if we want to create a report of sales voucher with all the details like: Date, Voucher Number, Reference Date, Reference Number, Party full details, GST full Detils, item full details etc., sometime it not possible to do these all things at one place. So let’s see how to create our own reports with Tally SQL query:

How to use Tally SQL Query :

Using a SQL query, compile the finest Tally reports and import them into Excel. In Tally Narration, we may utilise a SQL query to get reports based on our needs. The procedure for gathering any form of report from Tally is extremely straightforward.

Using the SQL approach listed below in Tally narration, we can access data from Tally ERP9 and Tally Prime:

For more details and more SQL Reports see best of Tally prime SQL reports.

Tally Prime All in One Report TDL code for SQL:

Load below TDL code in Tally:

[Collection : LearnwellSQL]
Type : Voucher
Fetch:*.*,AllLedgerEntries.*, LedgerEntries.*

How to use TDL code in Tally:

FOLLOW THE BELLOW INSTRUCTIONS TO LOAD TDL FILE IN TALLY:
  1. Make a Text file of above code
  2. Save it in to your computer
  3. Copy the text file path including Name and extension (as – C:\Users\HP\Desktop\rec\all in one report.txt)
  4. Open Tally Prime Software
  5. Click on Help and click on TDL & Addon  (for Tally Prime)
  6. Press F4 (to open a Box)
  7. Set Load TDL file on Startup – Yes
  8. Paste The path in blank space
  9. Press enter and save
  10. Now your TDL is ready to use

How to use SQL code in Tally:

After loading above TDL code in Tally copy the below SQL code and paste in Tally Calculator and press Enter:

Select $Date,$VoucherNumber,$Reference,$ReferenceDate,$VouchertypeName,$PartyLedgerName,$PartyGSTIn,$PlaceofSupply,$StateName,$PartyAddress,$Narration,$StockItemName,$Amount from LearnwellSQL  where $$IsSales:$VoucherTypeName

Now you will get your required report. You can change SQL code fields as per your need.

The report will be seen as below image :

Tally SQL Query

Detailed Video on Tally Prime SQL Query:

Watch the below video to how to use above TDL file and SQL Query code:

Youtube/Learnwell

For more videos follow us on Youtube/Learnwell

7 Steps to create your first TDL code

7 Steps to create your first TDL code | How to create TDL Code for Tally | Tally TDL tutorial | Tally Prime developer tutorial

7 Steps to create your first TDL code

1. TDLTutorial- Create First TDL:

After reading this post in 7 Steps to create your first TDL code will be done. The next chapters will cover each component’s description, application, and thorough explanation. Use the fundamental TDL (Tally Developer Language) structure if this is your first time using TDL.

The Report is run using the already-existing menu item “Gateway of Tally.” Invoking a new Report with the wording “Welcome to the world of Learnwell” from the main menu “Gateway Of Tally” is what this is done for.

[#Menu: Gateway of Tally]
Item : First TDL : Display : First TDL Report
;;code comments
[Report: First TDL Report]
Form : First TDL Form
[Form: First TDL Form]
Parts : First TDL Part
[Part : First TDL Part]
Lines : First TDL Line
[Line : First TDL Line]
Fields : First TDL Field
[Field : First TDL Field]
Set as : “Welcome to the world of Learnwell"

The “Gateway Of Tally” menu’s new Menu Item First TDL is added using this code. The report, titled “First TDL Report,” is shown once the menu item has chosen it. The action “Display” was set when adding the menu item “First TDL,” thus the report is in “Display” mode. This report does not allow user inputs. Since the Report only has one field, the sentence “Welcome to the world of Engage to Tech” is visible.

In below image you will find :

  1. in a bracket [..] is definition
  2. Display is action keyword. It mean you want to display your report in main screen (Gateway of Tally).
  3. Report is your definition type. Where “My Report” – action keyword should be same name as in action display keyword
  4. After definition word used like : Part, Line, Field called attribute and after that given name called attribute value.
  5. As under field definition we used “Use”, called attribute modifier.
  6. And as formula we used “My Formula”, called formula name
  7. And at end we can show our comment with ; semicolon.

That’s all

7 Steps to create your first TDL code

So watching after above image we know writing module of a TDL code:

Also see Tally Prime ultimate movement analysis

7 Steps to create your first TDL code:

  1. Make text file and save it in computer to write code.
  2. First give name about Report and create it’s definition.
  3. Second give name of form and it’s definition.
  4. Third give name of Part and it’s definition.
  5. Fourth give name of Line and it’s definition.
  6. the in last give name of Field and it’s definition.
  7. In the field we can show our report as we want.

So after understanding above TDL module, we can say:

First write Report – Under Report is Form – Under Form is Part – Under Part is Line – Under Line is Field.

If we under stand above module of TDL we can write any TDL code.

For More learning watch the below video :

Find more videos on youtube/learnwell

Tally Prime Movement Analysis

2022 Ultimate Tally Prime Movement Analysis Reports | Item wise Party wise Sales Purchase Report Tally Prime | Ledger and Stock wise Report

In this post I will told you about how to use Tally Prime Movement Analysis Reports to generate ultimate reporting MIS, like Item wise, Party wise sales purchase reports etc. All these reports can create directly from Tally, no TDL files required.

Only those inventory transactions that are connected with the accounts, or inventories that are also documented in the books of accounts, are analysed by movement analysis in TallyPrime. Inventory vouchers that simply have a quantitative impact on the stock are not taken into account.

For comparison investigations, TallyPrime’s movement analysis report is employed. They provide information on an organization’s stock flow characteristics. Additionally, it aids in identifying the slow-moving goods that obstruct the organization’s working capital’s flow. Only inventory transactions for which accounting transactions have also been documented are displayed in movement analysis reports. By stock groupings, classifications, financial groups, or ledgers, you may analyse stock movement.

Tally Prime Stock Group Analysis:

Depending on your company needs, you may examine and customise the Stock Group Analysis report. Using the numerous setup choices, you may analyse stock movement properly.

This report provides specifics on all the stock items in that group’s inbound and outbound transactions.

The Tally Gateway > Display More Reports > Statement of Inventory > Movement Analysis > Stock Group Analysis > choose a Stock Group

Alternately, you can press Alt+G (Go To), type or choose Stock Group Movement Analysis, choose a Stock Group, and then hit Enter.

Tally Prime Movement Analysis

Analysis of Stock Item Movement:

The stock item movement analysis report includes information on stock item movement by supplier, buyer, and consumption. You may observe here a comparison of the item’s purchase costs across suppliers and its sale values among buyers.

Item Movement Analysis report may be seen here.

  1. Tally Gateway > Display More Reports > Inventory Statement > Movement Analysis > Stock Category Analysis
  2. Alternately, you may hit Alt+G (Go To), type Stock Category Analysis, or choose it, and then press Enter.
  3. From the Name of Item list, choose the item. Analysis of the Item Movement.

Report on Item Voucher Analysis

Depending on your needs, you may examine and customise the item voucher analysis report.

  1. Tally Gateway > Display More Reports > Inventory Statement > Movement Analysis > Stock Item Analysis
  2. Alternately, you may hit Alt+G (Go To), enter stock item analysis, or choose it, and then press Enter.
  3. Pick the item from the Stock Items List. The screen for Item Movement Analysis displays.
  4. Choose the name of the supplier, buyer, or stock journal, then hit Enter.
Tally Prime Movement Analysis

Group Analysis:

Information regarding Items transacted in Vouchers for the Ledgers generated under the specified Group is included in the Group Analysis report.

  1. Tally Gateway > Display More Reports > Inventory Statement > Movement Analysis > Group Analysis.
  2. Alternately, use Alt+G (Go To), enter “Group Analysis,” or choose it, and then press Enter.
  3. After selecting an Account Group from List of Groups, information relating to Quantity, Effective Rate and Value under separate columns for Sales and Purchase is displayed.

Ledger Analysis:

Similar to group movement analysis, ledger analysis allows for the viewing of stock item sales and purchases involving the specified ledger. The transaction-level specifics are revealed at the following level of information.

  1. Tally Gateway > Display More Reports > Inventory Statement > Movement Analysis > Ledger Analysis
  2. Alternately, hit Alt+G (Go To), type Ledger Analysis, or select it, and then press Enter.
Tally Prime Movement Analysis

The things that are transacted in the specified ledgers’ sales and purchase vouchers are detailed in this report.

The sale and purchase of every item impacting the ledger you choose (Debtor/Creditor/Cash/Bank) will be shown in this report when you choose an account ledger (Debtor/Creditor/Cash/Bank).

Check F12 (Configuration) in Analysis Report for every reports.

And also change reports usability by clicking on side bar buttons.

For More Tally Prime Movement Analysis details watch below video:

After watching above video we will be able to create required MIS reports.

Also visit youtube/Learnwell channel for more TDL and related videos

Also check Tally Prime Pivot

tally prime pivot

2022 All new Tally Prime Pivot Report | Best report to create MIS | All in one Tally Prime Report

In this post we will discuss about Tally Prime Pivot. Every one has listen about Excel pivot, but less person who know about Tally Pivot report.

With the help of new feature of Tally we can download sales register from tally in detailed format, that can be use to generating pivot table. In this All in one Tally Prime report have voucher all details with item all details, Ledger all details, GST all details, dispatch and order all details. This has all fields in vertical and horizontal format that help us to create pivot table in excel as per our requirement. This is the best feature of Tally Prime to to generate All in one Tally Prime report.

How to use Tally Prime Pivot Report:

  • From Tally main screen – Goto Display – Account Books – Sales Register – Open sales Register in Voucher form (List of All Vouchers)
  • After open sales register change period as per your required date.
  • Press Export (Alt+E)
  • Click on Current (Ctrl+E)
Tally Prime Pivot
  • Click on Configure
Tally Prime Pivot
  • Click on Show More
tally prime pivot
  • Then set Export for pivot Table -Yes
  • Also can change starting options to Yes for details format
  • Follow below image
tally prime pivot
  • Also set export format to Excel and locate folder path in next options.
  • After setting all things back to export menu by pressing ESC key
  • Click on Send button to export in Excel
tally prime pivot
  • Now your Tally Pivot report will be exported as pivot table format and then you can make reports with excel pivot.
  • See the below video to how to create pivot table in excel

Also get free Item Complete Detail TDL

Video to How to create pivot table in excel with Tally Pivot report:

Watch above video to learn :

  • How to generate Tally Pivot report for MIS.
  • How to create pivot table in Excel .
  • More TDL files and Tally help videos on youtube/learnwell

All in one Tally Prime Report:

After creating these reports you can excess all things from tally prime and generate perfect MIS reports. Same thing we can use for Purchase register. Credit Note and Debit Note register will not allow this all in one Tally prime report, Tally Pivot option. Also check more Yes/No options for perfect reporting.