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This is for readers who use Sage mms (or Sage 200 as it is now called).
Sage MMS/200 runs under Microsoft SQL Server. The first task is to set up MMS/200 as SQL Server data source in Windows. Then we can
use the Import External Data command to pull the data into Excel.
1. Find your SQL Server name and the name of the database you want to connect to
you can find this by looking up the company name within the sage200 System administration console (start - all programs - sage tools –
sage 200). During the setup, you will be asked for your SQL Server name, so you need to find your server name before you start.
2. Now we have taken a note of the server name and the database name we want to connect to its time Set up Sage200 as a Data
Source in Control Panel
Now Start menu again, then Control Panel - Administrative Tools - Data Sources (ODBC).
The ODBC Data Source Administrator box appears……Switch to the System DSN tab, click Add.
From the list of drivers, select: SQL Server and click finish
The Create a New Data Source to SQL Server box appears:
Enter the following as shown: Name: Sage200, Description: Sage200, Server: Type in the name of your Server
Now Click Next
The screen shown now is about authentication of a connection to the server – all being well you should be able to use windows
authentication – so click next.
We will now need to select the database name we took note of earlier If yours isn’t shown be default select it from the drop-down list.
Click Next.
When the “Change the Language” box appears, click Finish to accept the defaults.
A grey screen appears. Click on “Test Data Source” If it’s successful, OK to continue.
You are back at the ODBC Data Source Administrator box. Sage200 has been added to the list of Data Sources. OK to close.
If unsuccessful – you will need to ask for your user profile to be added as a login to the SQL server itself. Ill drop an article on here to
show how this is done…but your friendly IT guy should be able to assist.
** if you know it you could go back to the authentication screen and select with SQL authentication – the username most commonly
used is “sa”, so youll just need that users password….that’s a SQL user, not a windows one…so youll need to ask for it from the IT chap
anyway.**
3. Go back into Excel
Start up Excel; open a new workbook. Click onto cell A1. Then:
Excel 2000 or earlier: Data - Get External Data – Create Database Query.
Excel 2003: Data – Import External Data – New Database Query
Excel 2007: Data – Get External Data – From Other Sources – From Microsoft Query
In the Choose Data Source box, highlight Sage200. OK.
Hopefully, you now see the Query Wizard – Choose columns box, with a list of tables in alphabetical order.
Select the table you want to report from, if you’re unsure where the data you want is going to be held…take an educated guess, sage
have built the database with sensible names, for example if you’re interested in looking at the Nominal ledger you’re going to need
NLNominalAccount and NLPostedNominalTran. If you are interested in Sales ledger it’s going to be SLCUSTOMERACCOUNT and
SLPOSTEDCUSTOMERTRANS…
As an example we will download the SLCUSTOMERACCOUNT table
Scroll down and highlight SLCUSTOMERACCOUNT.
Select all the fields within the table. To do this, highlight the table name, then click on the right facing chevron. All the fields appear in the
right hand box.
Click Next.
You are now in the Filter screen. You don't want to bring over records from years back, only the more recent ones. Therefore :
Highlight AccountBalance – and select does not equal 0.
Click Next
In the Sort screen, choose: AccountBalance – Descending.
Click Next. Then “Finish” to return the Data to Excel.
Hope you find this useful..
*NOTE You can add more than one table to a query – try the SLCUSTOMERACCOUNT and SLPOSTEDCUSTOMERTRAN to get a list of all
transactions on all customer accounts.**
For a detailed insight into the sage200 database take a look at this document