Difference between revisions of "Archiving"

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==Overview==
==Overview==


Archiving in ExcelReportLink solution is only available for MYOB Classic(v19) users.
Archiving brings two benefits:
# Reduces the [[Get Data]] time.
# Accumulates data across historical data files even when transactions are purged.


==Procedure==
It works by:
* Keeping historical transactions.
* And only extracts changed or recent records
 
==How to setup Arhiving==
[[File:Archiving.png|300px|thumb|right|Archiving]]
[[File:Archiving.png|300px|thumb|right|Archiving]]
 
# From the menu go to 30.Settings > Data Files.
You can either setup during uploading the data file or any time later.
# Click the Manage Data Files button.
 
# Select the data file to archive
If you have uploaded the data file already. Please follow the below process for archiving.
# Click the Edit Data File button.
 
# Select the Options tab
* From the Sales Pivot solution menu Go to 30.Settings/Data File.
# In the data file setup dialogue to the bottom of the window.
 
* Click on Manage Data Files button.
 
* Now from the pop out select the data file you will need to archive and click on edit data file.
 
* In the data file setup dialogue to the bottom of the window.


* Under Get Data Options click the dropdown. You will see the below options.
* Under Get Data Options click the dropdown. You will see the below options.
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==Related Topics==
==Related Topics==
[[How to Delete an Archive]]

Latest revision as of 02:42, 17 April 2019

Overview

Archiving brings two benefits:

  1. Reduces the Get Data time.
  2. Accumulates data across historical data files even when transactions are purged.

It works by:

  • Keeping historical transactions.
  • And only extracts changed or recent records

How to setup Arhiving

Archiving
  1. From the menu go to 30.Settings > Data Files.
  2. Click the Manage Data Files button.
  3. Select the data file to archive
  4. Click the Edit Data File button.
  5. Select the Options tab
  6. In the data file setup dialogue to the bottom of the window.
  • Under Get Data Options click the dropdown. You will see the below options.


Fixed Date Archiving

1.Archive and retain historical data recorded prior to a FIXED DATE. With this option you will be able to select the date to archive the

2.Archive and retain historical data recorded prior to the LOCKED PERIOD DATE.


3.Archive and retain historical data recorded prior to the PURGE DATE.


  • Select the option you will require and click OK.

Done.


Related Topics

How to Delete an Archive