Linking Sage 50 Accounts to Microsoft Office training

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Sage training: Linking Sage 50 Accounts with Microsoft Office course description


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We are the number one Sage 50 Accounts training partner in the UK. We provide quality training and can give you the most appropriate training programme. We'll get you where you want to be as soon as possible, and we get it right first time.

When you've read all the course details, you can use the course search page to see course dates and availability, or call us on 0845 641 0624. You can also get us to call you by filling out the enquiry form, and we'll contact you as soon as we can to discuss your training needs.

1 day course   Sage 50 Accounts

The purpose of this one day course is to see how Sage 50 Accounts data can be efficiently used with Microsoft Office products. Linking Microsoft Office tools directly to Sage 50 Accounts data enables the building of dynamic Word documents, Excel spreadsheets and Power Point presentations.

This functionality will enable us to create professional documentation, dynamically linked to our live Sage Accounts data.

Course contents

Linking Sage 50 Accounts to Excel and Word course session 1 - Introduction to the ODBC Driver and MS Query

  • ODBC Drivers
  • Setting Up The Link
  • Creating new Data Source Names

Linking Sage 50 Accounts to Excel and Word course session 2 - Linking Sage 50 Accounts With Microsoft Excel

  • Accessing Sage Accounts data from Microsoft Excel
  • An overview of Microsoft Query
  • Building a data query
  • Returning the data to Microsoft Excel
  • Refreshing the Data

Linking Sage 50 Accounts to Excel and Word course session 3 - Using Expressions

  • Building calculations
  • Formatting data in Excel

Linking Sage 50 Accounts to Excel and Word course session 4 - Creating Mail Merges & Using Criteria

  • Merging data with Microsoft Word
  • Applying filters to a query
  • Using Microsoft Word functions
  • Editing a Query

Linking Sage 50 Accounts to Excel and Word course session 5 - Using Multiple Tables

  • Linking tables
  • Viewing table joins

Linking Sage 50 Accounts to Excel and Word course session 6 - Totalling Data and Graphs

  • Using Cycle Through Totals
  • Creating Charts in Microsoft Excel
  • Totalling expressions

Linking Sage 50 Accounts to Excel and Word course session 7 - Using Pivot Tables and Charts

  • Building a multi-table query
  • Creating Pivot tables
  • Editing a Pivot table

Linking Sage 50 Accounts to Excel and Word course session 8 - Parameter Queries

  • Automatic Query
  • Sage 50 Accounts Criteria
  • Creating Parameter Queries
  • Using Subtotals and Autofilters in Microsoft Excel



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