Results 1 to 6 of 6

Thread: exporting data in pastel to excel

  1. #1
    New Member
    Join Date
    Aug 2012
    Location
    durban
    Posts
    3
    Thanks
    0
    Thanked 0 Times in 0 Posts

    exporting data in pastel to excel

    I'm currently doing voluntary work at an organisation and need the data that is in Pastel exported to Excel so that I can use it easier. And re-arrange it etc.
    I'm very familiar with Excel but have never used Pastel.
    Anyone able to help with very explicit directions?

  2. #2
    Platinum Member Mike C's Avatar
    Join Date
    Apr 2012
    Location
    Durban
    Posts
    2,242
    Thanks
    207
    Thanked 310 Times in 268 Posts
    Hi Berhardshap. What version of Pastel are you running - and what data in particular are you wanting to export?

    The best way to get data to Excel is to go to view, select the information you want, and instead of selecting print to "screen" you use the drop down menu to select "Excel".
    An education isn't how much you have committed to memory, or even how much you know. It's being able to differentiate between what you do know and what you don't. - Anatole France

  3. #3
    Platinum Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Morningside, Durban
    Posts
    2,376
    Thanks
    35
    Thanked 393 Times in 340 Posts
    Apart from Mike suggestion, you might want to consider getting the Business Intelligence Centre (BIC) module, which will allow you to set up template report layouts in Excel which are dynamically linked to your Pastel database.

    You can then literally produce Excel reports at a press of a button.

    Drop me an email if you would like to know more about BIC.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

  4. #4
    New Member
    Join Date
    Aug 2012
    Location
    durban
    Posts
    3
    Thanks
    0
    Thanked 0 Times in 0 Posts
    Thanks. I did it this morning and it all worked out fine. They are using Pastel Partner 2009.
    Having a bit of a problem saving it to my flash drive. Going back there tomorrow and hope i can sort it all out.
    Regards,
    Bernard

  5. #5
    Silver Member Christel's Avatar
    Join Date
    Feb 2012
    Location
    Port Elizabeth
    Posts
    328
    Thanks
    53
    Thanked 90 Times in 64 Posts
    I would like to know how to export the CASH Book to Excel, so that the client can load his data, and I can import it back into Pastel and just fix up errors. I know it's possible...
    Thanks.
    always fear when Christel is near....

  6. #6
    Platinum Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Morningside, Durban
    Posts
    2,376
    Thanks
    35
    Thanked 393 Times in 340 Posts
    I have attached the CSV layout that Pastel requires in order to import a cashbook journal.
    Attached Files Attached Files
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

  7. Thanks given for this post:

    Christel (29-Aug-12)

Similar Threads

  1. Replies: 1
    Last Post: 22-Jun-12, 07:30 PM
  2. Pastel statements - Excel
    By KimH in forum Accounting Forum
    Replies: 7
    Last Post: 27-Sep-11, 12:12 PM
  3. Pastel Partner to Excel Auto mapping
    By tyrone k in forum Technology Forum
    Replies: 2
    Last Post: 11-May-09, 04:59 PM

Did you like this article? Share it with your favourite social network.

Did you like this article? Share it with your favourite social network.

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •