General Consultant Discussion

Session Overview:

A Session Overview is attached to give you an idea what we will cover.

Presentation Style:

This is designed to be lots of hands on. I'll present a topic, then you do a lab.

I will share the session training outline with you, which you keep for reference.

Prerequisites:

1. Local install of Sage 100 with ABC Demo Company

• We will primarily use ABC demo data from your local Sage 100 installed on your laptop.
• A working SOTAMAS90 DSN ODBC connection

2. MS Excel 2013 or higher

• Excel 2016 has the complete Power Query / Power Pivot functionality installed already
• Excel 2013 download and install the Power Query function
  https://www.excelcampus.com/install-power-query/
  Download Power Query Add-in
  
  
• Excel 2013, you might need enable the Power PIvot Add-in
  MS Document on how to enable Power Pivot in Excel
   

Interest Level for converting a Sage Report to data table

• I will schedule this exercise for the end of the session so you can choose if you want to participate or not.
• Jeff is right, you can often do a query of the Sage data itself. But...
• Transforming data from the report provides a snapshot of the data at that moment in time, like Freezing inventory counts in Physical Inventory.
• You can't easily do a query of the AR Open table and ask what it looked like a week ago.
• This method enables you to do a repeatable process that accumulates (appending a cumulative table) timestamped data over time so you can the data values were at that time
• Some tables are not as easy to query directly. Try recreating the Inventory Valuation Report ��
  And with this method you could do a monthly process to show the inventory value at that point in time, similar to the Inventory Value By Period, but coming directly from the source Inventory Valuation Report document.
• In Audit situations, this provides an audit trail back to the source document
• And this exercise is the most comprehensive example in the class of using the Power Query functions to transform data

Let me know what other questions you have.

Thanks,

Clark

Session Overview:

A Session Overview is attached to give you an idea what we will cover.

Presentation Style:

This is designed to be lots of hands on. I'll present a topic, then you do a lab.

I will share the session training outline with you, which you keep for reference.

Prerequisites:

1. Local install of Sage 100 with ABC Demo Company

• We will primarily use ABC demo data from your local Sage 100 installed on your laptop.
• A working SOTAMAS90 DSN ODBC connection

2. MS Excel 2013 or higher

• Excel 2016 has the complete Power Query / Power Pivot functionality installed already
• Excel 2013 download and install the Power Query function
  https://www.excelcampus.com/install-power-query/
  Download Power Query Add-in
  
  
• Excel 2013, you might need enable the Power PIvot Add-in
  MS Document on how to enable Power Pivot in Excel
   

Interest Level for converting a Sage Report to data table

• I will schedule this exercise for the end of the session so you can choose if you want to participate or not.
• Jeff is right, you can often do a query of the Sage data itself. But...
• Transforming data from the report provides a snapshot of the data at that moment in time, like Freezing inventory counts in Physical Inventory.
• You can't easily do a query of the AR Open table and ask what it looked like a week ago.
• This method enables you to do a repeatable process that accumulates (appending a cumulative table) timestamped data over time so you can the data values were at that time
• Some tables are not as easy to query directly. Try recreating the Inventory Valuation Report ��
  And with this method you could do a monthly process to show the inventory value at that point in time, similar to the Inventory Value By Period, but coming directly from the source Inventory Valuation Report document.
• In Audit situations, this provides an audit trail back to the source document
• And this exercise is the most comprehensive example in the class of using the Power Query functions to transform data

Let me know what other questions you have.

Thanks,

Clark

Session Overview:

A Session Overview is attached to give you an idea what we will cover.

Presentation Style:

This is designed to be lots of hands on. I'll present a topic, then you do a lab.

I will share the session training outline with you, which you keep for reference.

Prerequisites:

1. Local install of Sage 100 with ABC Demo Company

• We will primarily use ABC demo data from your local Sage 100 installed on your laptop.
• A working SOTAMAS90 DSN ODBC connection

2. MS Excel 2013 or higher

• Excel 2016 has the complete Power Query / Power Pivot functionality installed already
• Excel 2013 download and install the Power Query function
  https://www.excelcampus.com/install-power-query/
  Download Power Query Add-in
  
  
• Excel 2013, you might need enable the Power PIvot Add-in
  MS Document on how to enable Power Pivot in Excel
   

Interest Level for converting a Sage Report to data table

• I will schedule this exercise for the end of the session so you can choose if you want to participate or not.
• Jeff is right, you can often do a query of the Sage data itself. But...
• Transforming data from the report provides a snapshot of the data at that moment in time, like Freezing inventory counts in Physical Inventory.
• You can't easily do a query of the AR Open table and ask what it looked like a week ago.
• This method enables you to do a repeatable process that accumulates (appending a cumulative table) timestamped data over time so you can the data values were at that time
• Some tables are not as easy to query directly. Try recreating the Inventory Valuation Report ��
  And with this method you could do a monthly process to show the inventory value at that point in time, similar to the Inventory Value By Period, but coming directly from the source Inventory Valuation Report document.
• In Audit situations, this provides an audit trail back to the source document
• And this exercise is the most comprehensive example in the class of using the Power Query functions to transform data

Let me know what other questions you have.

Thanks,

Clark

Session Overview:

A Session Overview is attached to give you an idea what we will cover.

Presentation Style:

This is designed to be lots of hands on. I'll present a topic, then you do a lab.

I will share the session training outline with you, which you keep for reference.

Prerequisites:

1. Local install of Sage 100 with ABC Demo Company

• We will primarily use ABC demo data from your local Sage 100 installed on your laptop.
• A working SOTAMAS90 DSN ODBC connection

2. MS Excel 2013 or higher

• Excel 2016 has the complete Power Query / Power Pivot functionality installed already
• Excel 2013 download and install the Power Query function
  https://www.excelcampus.com/install-power-query/
  Download Power Query Add-in
  
  
• Excel 2013, you might need enable the Power PIvot Add-in
  MS Document on how to enable Power Pivot in Excel
   

Interest Level for converting a Sage Report to data table

• I will schedule this exercise for the end of the session so you can choose if you want to participate or not.
• Jeff is right, you can often do a query of the Sage data itself. But...
• Transforming data from the report provides a snapshot of the data at that moment in time, like Freezing inventory counts in Physical Inventory.
• You can't easily do a query of the AR Open table and ask what it looked like a week ago.
• This method enables you to do a repeatable process that accumulates (appending a cumulative table) timestamped data over time so you can the data values were at that time
• Some tables are not as easy to query directly. Try recreating the Inventory Valuation Report ��
  And with this method you could do a monthly process to show the inventory value at that point in time, similar to the Inventory Value By Period, but coming directly from the source Inventory Valuation Report document.
• In Audit situations, this provides an audit trail back to the source document
• And this exercise is the most comprehensive example in the class of using the Power Query functions to transform data

Let me know what other questions you have.

Thanks,

Clark