ExcelReportLink Wiki - User contributions [en]

Changing how ExcelReportLink connects to your data file

2021-03-10T01:46:10Z

Jeff:

== Overview ==

ExcelReportLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason.

== Changing how ExcelReportLink connects to your data file ==

[[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]]

To change how ExcelReportLink connects to your data file, follow these steps.

# [[Open the Data File Setup Dialogue]]
# Change any settings required and click '''OK''';
# Click '''Close''' on the Manage Data Files dialogue.

=== Notes ===

For more information relating to your specific data file, see the following topics.
* [[Connecting ExcelReportLink to MYOB AccountRight Live]]
* [[Connecting ExcelReportLink to MYOB AccountRight 19]]
* [[Connecting ExcelReportLink to QuickBooks]]
* [[Connecting ExcelReportLink to Xero]]

 

== Related Topics ==

* [[Troubleshooting Get Data Problems]]
* [[Re-browse for your MYOB AccountRight Live data file]]
* [[Re-select your MYOB AccountRight Live data file]]
* [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]]

How to restore an ExcelReportLink database from a backup

2021-02-16T00:35:40Z

Jeff: Created page with "== Overview == ExcelReportLink stores Settings in an Access database named AddonsLink Workspace.mdb which is located in the \ExcelReportlink [Edition]\Workspaces\[Your Worksp..."

== Overview ==

ExcelReportLink stores Settings in an Access database named AddonsLink Workspace.mdb which is located in the \ExcelReportlink [Edition]\Workspaces\[Your Workspace] folder.

ExcelReportLink will prompt to take backups of this database upon closing or before advanced processing. Backups are stored in the \ExcelReportLink\Workspaces\[Your Workspace]\Backup\ folder. If the ExcelReportLink Database becomes corrupt, it can be restored from a back up.

This article describes how to do that.

== Procedure ==

# Close '''ExcelReportLink''';
# Open '''Windows Explorer''' and browse to the '''\ExcelReportlink [Edition]\Workspaces\[Your Workspace]''' folder;
# Locate the '''AddonsLink Workspace.mdb''';
# Move the '''AddonsLink Workspace.mdb''' file '''\ExcelReportlink [Edition]\Workspaces\Backup\''' folder. Rename with a date time stamp if a file with the same name already exists;
# Browse to the '''\ExcelReportlink [Edition]\Workspaces\''';
# Browse to a Date Time stamp folder when ExcelReportLink was working;
# Copy the '''AddonsLink Workspace.mdb''' file and paste into the '''\ExcelReportlink [Edition]\Workspaces\[Your Workspace]''' Folder;
# Restart '''ExcelReportLink''';
# Run a '''Full Get Data'''.

== Notes ==

* The Backups are prefixed with a date time stamp which is taken from the date when the backup was taken and formatted as yymmdd - hhmm. This date time stamp must be removed when restoring the backup.

== Related Links ==

* [[How To Guides]]

[[Category:Troubleshooting]]
[[Category:How-To Guides]]

How To Guides

2021-02-16T00:33:13Z

Jeff:

The following How To Guides can assist you configuring and using ExcelReportLink.

== Licensing ==

* [[How to Subscribe to ExcelReportLink]]

== Setup ==

* [[How to install a custom report]]
* [[How to share ExcelReportLink using Dropbox]]
* [[How to share ExcelReportLink on Network]]
* [[How to Connect ExcelReportLink to MYOB AccountRight 19]]
* [[Connecting ExcelReportLink to MYOB AccountRight Live]]
* [[How to create a new instance of ExcelReportLink]]
* [[How to refresh the Menu]]

== Consolidation ==

* [[How to connect ExcelReportLink to multiple data files]]
* [[How to report on multiple data files]]

== Category Reporting ==

* [[How to Report by Category]]

== Data Files ==

* [[How to choose the data files for which to get data]]

== Versions ==

* [[How to enable the advanced accruals version]]
* [[How to enable or disable the MYOB Budget version]]
* [[How to enable or disable the MYOB Job Budget version]]
* [[How to enable or disable the Sales Orders version]]
* [[How to enable or disable the Accruals (Category) version]]
* [[How to enable cash based reporting|How to enable or disable the Cash version]]

== Cash Data ==

* [[How to enable cash based reporting]]

== Years ==

* [[How to change the number of Financial Years extracted into ExcelReportLink]]

==Transfers==

* [[How to move ExcelReportLink to another location (Folder/Computer)]]

== Navigation==

* [[Menu|How to select a report using the menu]]

== Backup & Restore ==

* [[How to restore an ExcelReportLink database from a backup]]

How To Guides

2021-02-16T00:32:41Z

Jeff:

How To Guides

2021-02-16T00:31:42Z

Jeff:

The following How To Guides can assist you configuring and using ExcelReportLink.

== Licensing ==

* [[How to Subscribe to ExcelReportLink]]

== Setup ==

* [[How to install a custom report]]
* [[How to share ExcelReportLink using Dropbox]]
* [[How to share ExcelReportLink on Network]]
* [[How to Connect ExcelReportLink to MYOB AccountRight 19]]
* [[Connecting ExcelReportLink to MYOB AccountRight Live]]
* [[How to create a new instance of ExcelReportLink]]
* [[How to refresh the Menu]]

== Consolidation ==

* [[How to connect ExcelReportLink to multiple data files]]
* [[How to report on multiple data files]]

== Backup & Restore ==
[[How to restore an ExcelReportLink database from a backup]]

== Category Reporting ==

* [[How to Report by Category]]

== Data Files ==

* [[How to choose the data files for which to get data]]

== Versions ==

* [[How to enable the advanced accruals version]]
* [[How to enable or disable the MYOB Budget version]]
* [[How to enable or disable the MYOB Job Budget version]]
* [[How to enable or disable the Sales Orders version]]
* [[How to enable or disable the Accruals (Category) version]]
* [[How to enable cash based reporting|How to enable or disable the Cash version]]

== Cash Data ==

* [[How to enable cash based reporting]]

== Years ==

* [[How to change the number of Financial Years extracted into ExcelReportLink]]

==Transfers==

* [[How to move ExcelReportLink to another location (Folder/Computer)]]

== Navigation==

* [[Menu|How to select a report using the menu]]

How to send a support log

2020-07-29T00:40:56Z

Jeff:

== Overview ==

The Get data process pulls data from data sources into ExcelReportLinks database and also into Excels Memory.

The many tasks that occur during that process are captured in a log.

Any task that generate an error will be included in that file.

To send a copy of that log to Accounting Addons support then follow the process below

 

== Procedure ==

[[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]]
[[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]]
[[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]]

===If you have already run a Get Data, follow the below process===
# From the Excel Ribbon click '''ExcelReportLink''', then click '''Send Get Data Log''' in the '''Functions''' section;
# In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK''';
# In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook;

===If you have already run a Get Data, but do not have Outlook then follow the process below to locate the file manually===
# Locate [[ExcelReportLink Folder]]
# All log files generated by ExcelReportLink are filed under the following folder: [ExcelReportLink]\Workspaces\[Workspace]\Logs\Get Data Logs
# The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name
# Copy and paste the latest log file in an email or chat to sent to our support team.

===If not then Run the Get Data first to send the log file ===
[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]]
# From the Main Menu click '''Get Data'''
# At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''.
# If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself.
# At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button.
# In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook.

[[Category:Troubleshooting]]

== Related ==

[[Troubleshooting Get Data Problems]]

[[Category:Troubleshooting]]

How to send a support log

2020-07-29T00:40:16Z

Jeff: /* If you have already run a Get Data, follow the below process */

== Overview ==

The Get data process pulls data from data sources into ExcelReportLinks database and also into Excels Memory.

The many tasks that occur during that process are captured in a log.

Any task that generate an error will be included in that file.

To send a copy of that log to Accounting Addons support then follow the process below

 

== Procedure ==

[[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]]
[[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]]
[[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]]
===If you have already run a Get Data, follow the below process===
# From the Excel Ribbon click '''ExcelReportLink''', then click '''Send Get Data Log''' in the '''Functions''' section;
# In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK''';
# In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook;

===If you have already run a Get Data, but do not have Outlook then follow the process below to locate the file manually===
# Locate [[ExcelReportLink Folder]]
# All log files generated by ExcelReportLink are filed under the following folder: [ExcelReportLink]\Workspaces\[Workspace]\Logs\Get Data Logs
# The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name
# Copy and paste the latest log file in an email or chat to sent to our support team.

===If not then Run the Get Data first to send the log file ===
[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]]
# From the Main Menu click '''Get Data'''
# At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''.
# If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself.
# At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button.
# In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook.

[[Category:Troubleshooting]]

== Related ==

[[Troubleshooting Get Data Problems]]

[[Category:Troubleshooting]]

How to send a support log

2020-07-29T00:38:47Z

Jeff:

== Overview ==

The Get data process pulls data from data sources into ExcelReportLinks database and also into Excels Memory.

The many tasks that occur during that process are captured in a log.

Any task that generate an error will be included in that file.

To send a copy of that log to Accounting Addons support then follow the process below

 

== Procedure ==

[[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]]
[[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]]
[[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]]
===If you have already run a Get Data, follow the below process===
# From the Excel Ribbon click '''ExcelReportLink'''
# In the Functions section, click '''Send Get Data Log'''
# In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK'''.
# In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook

===If you have already run a Get Data, but do not have Outlook then follow the process below to locate the file manually===
# Locate [[ExcelReportLink Folder]]
# All log files generated by ExcelReportLink are filed under the following folder: [ExcelReportLink]\Workspaces\[Workspace]\Logs\Get Data Logs
# The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name
# Copy and paste the latest log file in an email or chat to sent to our support team.

===If not then Run the Get Data first to send the log file ===
[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]]
# From the Main Menu click '''Get Data'''
# At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''.
# If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself.
# At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button.
# In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook.

[[Category:Troubleshooting]]

== Related ==

[[Troubleshooting Get Data Problems]]

[[Category:Troubleshooting]]

How to send a support log

2020-07-29T00:37:16Z

Jeff:

== Overview ==

The Get data process pulls data from data sources into ExcelReportLinks database and also into Excels Memory.

The many tasks that occur during that process are captured in a log.

Any task that generate an error will be included in that file.

To send a copy of that log to Accounting Addons support then follow the process below

 

== Procedure ==

[[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]]
[[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]]
[[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]]
===If you have already run a Get Data, follow the below process===
# From the Excel Ribbon click '''ExcelReportLink'''
# In the Functions section, click '''Send Get Data Log'''
# In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK'''.
# In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook

===If you have already run a Get Data, but do not have Outlook then follow the process below to locate the file manually===
# Locate [[ExcelReportLink Folder]]
# All log files generated by ExcelReportLink are filed under the following folder: [ExcelReportLink]\Workspaces\[Workspace]\Logs\Get Data Logs
# The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name
# Copy and paste the latest log file in an email or chat to sent to our support team.

===If not then Run the Get Data first to send the log file ===
[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]]
# From the Main Menu click '''Get Data'''
# At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''.
# If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself.
# At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button.
# In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook.

[[Category:Troubleshooting]]

*Start ExcelReportLink and follow the prompts to the Get Data Options dialog[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]]
*Choose the full Get Data Option and click OK.
*If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself
*At the bottom of the Get Data Progress dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the Send log button and follow the prompts to send the log as an email attachment

=== Steps to get the latest log file ===

#Go to C/ExcelReportLink folder/System/Logs/ Get Data Logs
#Right click in the folder and click View/Details
#Sort the files according to date by clicking on the Date Modified tab.
#Check the date and time and email the log file required.

== Related ==

[[Troubleshooting Get Data Problems]]

[[Category:Troubleshooting]]

How to send a support log

2020-07-29T00:30:07Z

Jeff:

== Overview ==

The Get data process pulls data from data sources into ExcelReportLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file

To send a copy of that log to Accounting Addons support then follow the process below

 

== Procedure ==

*Start ExcelReportLink and follow the prompts to the Get Data Options dialog[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]]
*Choose the full Get Data Option and click OK.
*If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself
*At the bottom of the Get Data Progress dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the Send log button and follow the prompts to send the log as an email attachment

=== Steps to get the latest log file ===

#Go to C/ExcelReportLink folder/System/Logs/ Get Data Logs
#Right click in the folder and click View/Details
#Sort the files according to date by clicking on the Date Modified tab.
#Check the date and time and email the log file required.

== Related ==

[[Troubleshooting Get Data Problems]]

[[Category:Troubleshooting]]

How to send a support log

2020-07-29T00:29:15Z

Jeff:

== Overview ==

The Get data process pulls data from data sources into ExcelReportLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file

To send a copy of that log to Accounting Addons support then follow the process below

 

== Procedure ==

*Start ExcelReportLink and follow the prompts to the Get Data Options dialog[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]]
*Choose the full Get Data Option and click OK.
*If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself
*At the bottom of the Get Data Progress dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the Send log button and follow the prompts to send the log as an email attachment

=== Steps to get the latest log file ===

#Go to C/ExcelReportLink folder/System/Logs/ Get Data Logs
#Right click in the folder and click View/Details
#Sort the files according to date by clicking on the Date Modified tab.
#Check the date and time and email the log file required.

== Related ==

[[Troubleshooting Get Data Problems]]

[[Category:Troubleshooting]]

How to send a support log

2020-07-29T00:28:46Z

Jeff:

== Overview ==

The Get data process pulls data from data sources into ExcelReportLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file

To send a copy of that log to Accounting Addons support then follow the process below

 

== Procedure ==

*Start ExcelReportLink and follow the prompts to the Get Data Options dialog[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]]
*Choose the full Get Data Option and click OK.
*If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself
*At the bottom of the Get Data Progress dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the Send log button and follow the prompts to send the log as an email attachment

== Steps to get the latest log file ==

#Go to C/ExcelReportLink folder/System/Logs/ Get Data Logs
#Right click in the folder and click View/Details
#Sort the files according to date by clicking on the Date Modified tab.
#Check the date and time and email the log file required.

=== Related ===

[[Troubleshooting Get Data Problems]]

[[Category:Troubleshooting]]

How to send a support log

2020-07-29T00:28:26Z

Jeff:

== Overview ==

The Get data process pulls data from data sources into ExcelReportLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file

To send a copy of that log to Accounting Addons support then follow the process below

 

== Procedure ==

*Start ExcelReportLink and follow the prompts to the Get Data Options dialog[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]]
*Choose the full Get Data Option and click OK.
*If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself
*At the bottom of the Get Data Progress dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the Send log button and follow the prompts to send the log as an email attachment

=== Steps to get the latest log file ===

#Go to C/ExcelReportLink folder/System/Logs/ Get Data Logs
#Right click in the folder and click View/Details
#Sort the files according to date by clicking on the Date Modified tab.
#Check the date and time and email the log file required.

=== Related ===

[[Troubleshooting Get Data Problems]]

[[Category:Troubleshooting]]

How to refresh the Menu

2020-07-19T23:32:06Z

Jeff: Created page with "== Overview == The Menu is basically a list of reports stored Version Folder If you change any of these reports or sheets with in a report workbook then the Menu can be update..."

== Overview ==
The Menu is basically a list of reports stored Version Folder
If you change any of these reports or sheets with in a report workbook then the Menu can be updated to reflect those changes

== Procedure ==
# Start ExcelReportLink
# In the Excel Ribbon, click Settings (Tab) and then Refresh Menu

== Notes ==
The menu should now be updated and display any changes Report workbooks

How To Guides

2020-07-19T23:28:17Z

Jeff: /* Setup */

How To Guides

2020-07-19T23:28:05Z

Jeff: /* Setup */

The following How To Guides can assist you configuring and using ExcelReportLink.

== Licensing ==

* [[How to Subscribe to ExcelReportLink]]

== Setup ==

* [[How to install a custom report]]
* [[How to share ExcelReportLink using Dropbox]]
* [[How to share ExcelReportLink on Network]]
* [[How to Connect ExcelReportLink to MYOB AccountRight 19]]
* [[Connecting ExcelReportLink to MYOB AccountRight Live]]
* [[How to create a new instance of ExcelReportLink]]
* [How to refresh the Menu]]

== Consolidation ==

* [[How to connect ExcelReportLink to multiple data files]]
* [[How to report on multiple data files]]

== Category Reporting ==

* [[How to Report by Category]]

== Data Files ==

* [[How to choose the data files for which to get data]]

== Versions ==

* [[How to enable the advanced accruals version]]
* [[How to enable or disable the MYOB Budget version]]
* [[How to enable or disable the MYOB Job Budget version]]
* [[How to enable or disable the Sales Orders version]]
* [[How to enable or disable the Accruals (Category) version]]
* [[How to enable cash based reporting|How to enable or disable the Cash version]]

== Cash Data ==

* [[How to enable cash based reporting]]

== Years ==

* [[How to change the number of Financial Years extracted into ExcelReportLink]]

==Transfers==

* [[How to move ExcelReportLink to another location (Folder/Computer)]]

== Navigation==

* [[Menu|How to select a report using the menu]]

Multiple Users

2020-07-19T23:21:43Z

Jeff: /* Share ExcelReportLink with Multiple Users */

== Overview ==

This support note explains how to go about sharing ExcelReportLink with multiple users

== Share ExcelReportLink with Multiple Users ==

Sharing functionality is available for the Standard Edition or above

ExcelReportLink works differently to most software in that Microsoft Excel is the application and ExcelReportLink is Excel workbooks with macros

If you have ExcelReportLink already installed somewhere in your organisation and Excel installed on the PC you want to run it from then you dont need to install ExcelReportLink again in order to share it

To share ExcelReportLink, you would approach it in a similar way to sharing a normal Excel Workbook

You can either save it to a shared folder on your file server or save it to either Dropbox or OneDrive and then share the folder with other users

We recommend a file server over synced folder like Dropbox, because it has the limiation that only one person can make settings changes at the same time

If installing on a file server you can either open it from your local PC or in a Terminal Server. Running it on a Terminal Server requires the Pro Edition or above

If installing a new copy of ExcelReportLink then during the unzip process change the installation path from C:\ExcelReportLink... to your Shared Folder

If already installed on your local machine and you want to keep that instance then [[How to move ExcelReportLink to another location (Folder/Computer)|Move]] into your shared folder

Once located in the Shared folder [[How to share ExcelReportLink on Network|give full read/write permissions]] to the [[ExcelReportLink Folder]] and the C:/Temp/ExcelReportLink folder of your local machine.

For each ExcelReportLink User, start ExcelReportLink for the first time by double clicking ExcelReportLink.exe file located in the [[ExcelReportLink Folder]].

A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop.

== How to get multi-user access to ExcelReportLink GL Pivot Solution ==

If you require multiple users to use the software, you will either need to subscribe to ExcelReportLink Standard Edition or above

== Related Topics ==
* [[Features]]

How to Delete an Archive

2020-07-19T23:13:31Z

Jeff:

== Overview ==
ExcelReportLink has an [[Archiving|archive]] feature used to store historical data to improve the get data speed

Its possible for archive to can become out of sync

If that occurs then follow the procedure below to delete it

During the next full get data the archive will be recreated from nothing

== Procedure ==

# [[Open the Manage Data Files form|Open the '''Manage Data Files''' form]]
# Select the data file with the out of sync archive and click '''Edit Data File'''
# Click the Options Tab
# Click '''Delete Archive'''
# Click '''Yes''' to confirm
# Click OK to close the '''Data file setup''' form
# Repeat steps 2 to 6 for each of your other data files
# Once done, run a full get data (Thsi will recreate the archive)

Set your Display Settings to Optimise for Compatibility

2020-03-23T03:50:27Z

Jeff:

[[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png|600px|thumb|right|Optimize for Compatibility]]

==Overview==
Some odd behavior such as forms appearing hidden behind excel or very small screen sizes can be solved by changing the display settings to optimise for compatibility

Here is how to change that setting

== Procedure ==
# Excel Ribbon> File > Options > General > Optimize for Compatability
# Restart Excel

== Related ==
*[[Some forms appear very small]]

Some forms appear very small

2020-03-16T05:34:10Z

Jeff: /* Related */

== Overview ==
If you are using multiple high resolution displays you may experience some forms appearing very small

== Fix ==
* [[Set your Display Settings to Optimise for Compatibility]]

== Related ==
[[Troubleshooting Excel Problems]]

Some forms appear very small

2020-03-16T05:32:16Z

Jeff:

Set your Display Settings to Optimise for Compatibility

2020-03-16T05:27:16Z

Jeff:

[[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png|600px|thumb|right|Optimize for Compatibility]]

== Procedure ==
# Excel Ribbon> File > Options > General > Optimize for Compatability
# Restart Excel

== Related ==
*[[Some forms appear very small]]

Set your Display Settings to Optimise for Compatibility

2020-03-16T05:24:40Z

Jeff:

File:Excel Options General User Interface Options Optimize for Compatibility.png

2020-03-16T05:23:42Z

Jeff:

Set your Display Settings to Optimise for Compatibility

2020-03-16T05:23:17Z

Jeff: Created page with "Optimize for Compatibility == Procedure == # Excel Ribbon> File > Optio..."

Some forms appear very small

2020-03-16T05:22:54Z

Jeff: Created page with "== Overview == If you are using multiple high resolution displays you may experience some forms appearing very small == Fix == * Set your Display Settings to Optimise for C..."

== Overview ==
If you are using multiple high resolution displays you may experience some forms appearing very small

== Fix ==
* [[Set your Display Settings to Optimise for Compatibility]]

Ribbon disappearing after publishing

2020-03-16T05:22:25Z

Jeff: Created page with "==Overview== For some users a bug in recent Office Updates has caused the Ribbon to go blank after publishing We do have a workaround, but not a permanent solution at this s..."

==Overview==

For some users a bug in recent Office Updates has caused the Ribbon to go blank after publishing

We do have a workaround, but not a permanent solution at this stage.

==Workaround==

The work around is after publishing is press ALT+F, then press ESCAPE and the Ribbon should redraw

Hyperlinks issue

2020-03-16T05:21:46Z

Jeff: Created page with "==Situation== BudgetLink uses hyperlinks in the Menu. If this message appears '''"Your organisation's policies are preventing us from completing this action for you"''', t..."

==Situation==

BudgetLink uses hyperlinks in the Menu.

If this message appears '''"Your organisation's policies are preventing us from completing this action for you"''', then hyperlinks may be disabled.

==Solution==

To check hyperlinks, create one and click it. If not working, the message above will appear again.

To create a hyperlink follow '''[https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlinks]'''.

To enable hyperlinks follow '''[https://support.microsoft.com/en-us/kb/310049 enable hyperlinks]'''. Its a bit technical so you might require assistance from you IT person.

Troubleshooting Excel Problems

2020-03-16T05:21:20Z

Jeff: /* Display Issues */

== Overview ==

To troubleshoot Excel problems, refer to the following article.

== Display Issues ==

If you experience display issues, consult the following guides.

* [[Disabling excel graphics hardware acceleration to resolve display and performance issues]]

* [[Hyperlinks issue]]

* [[Ribbon disappearing after publishing]]

* [[Some forms appear very small]]

== Performance Issues ==

If you experience performance issues when using reports, consult the following guides.

* [[Disabling excel graphics hardware acceleration to resolve display and performance issues]]
* [[Opening reports is slow on my machine]]

== Repairing Microsoft Office ==

Some problems with ExcelReportLink can occur if your installation of Microsoft Office is corrupt. To repair it, see [[Repairing Microsoft Office]].

ExcelReportLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. In such cases [[Repair office and ensure that all components of Office are installed]].

== Related Topics ==

* [[Troubleshooting]]
*[[Repair office and ensure that all components of Office are installed]]

[[Category:Troubleshooting]]

Check your .Net Framework version

2020-03-16T04:07:30Z

Jeff: /* Overview */

==Overview==
.Net 4.0 is reuqired to install the ExcelReportLink Ribbon

==How to check your .NET Framework version==
#On the Start menu, choose Run.
#In the Open box, enter regedit.exe. You must have administrative credentials to run regedit.exe.
#In the Registry Editor, open the following subkey: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\NET Framework Setup\NDP. The installed versions are listed under the NDP subkey.

Check your .Net Framework version

2020-03-16T04:04:49Z

Jeff: Created page with "==Overview== .Net 4.0 is reuqired to install the BudgetLink Ribbon ==How to check your .NET Framework version== #On the Start menu, choose Run. #In the Open box, enter regedi..."

==Overview==
.Net 4.0 is reuqired to install the BudgetLink Ribbon

==How to check your .NET Framework version==
#On the Start menu, choose Run.
#In the Open box, enter regedit.exe. You must have administrative credentials to run regedit.exe.
#In the Registry Editor, open the following subkey: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\NET Framework Setup\NDP. The installed versions are listed under the NDP subkey.

Installing the ExcelReportLink ribbon

2020-03-16T04:04:24Z

Jeff: /* Install the .net Framework 4.0 */

== Overview ==

ExcelReportLink requires an Excel ribbon to be installed. This ribbon is required and provides advanced functionality to Excel.

On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues.

== Install the .net Framework 4.0 ==

The .net Framework 4.0 must be installed in order for the ribbon to run.

[[Check your .Net Framework version]]

You can download it from the following link.

[https://www.microsoft.com/en-us/download/details.aspx?id=17718 https://www.microsoft.com/en-us/download/details.aspx?id=17718]

== Update the Visual Studio Tools for Office Runtime ==

Visual Studio Tools for Office Runtime must be installed in order for the ribbon to run. You can download it from the following link.

[https://www.microsoft.com/en-us/download/details.aspx?id=48217 https://www.microsoft.com/en-us/download/details.aspx?id=48217]

== Configure Microsoft Visual Studio ClickOnce Trust Prompts ==

Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not.

See [[Configure Microsoft Visual Studio ClickOnce Trust Prompts]] for more information.

== Related Topics ==

[[Troubleshooting Start-Up Problems]]

[[Category:Troubleshooting]]

How To Guides

2020-02-24T02:40:11Z

Jeff: /* Setup */

The following How To Guides can assist you configuring and using ExcelReportLink.

== Licensing ==

* [[How to Subscribe to ExcelReportLink]]

== Setup ==

* [[How to install a custom report]]
* [[How to share ExcelReportLink using Dropbox]]
* [[How to share ExcelReportLink on Network]]
* [[How to Connect ExcelReportLink to MYOB AccountRight 19]]
* [[Connecting ExcelReportLink to MYOB AccountRight Live]]
* [[How to create a new instance of ExcelReportLink]]

== Consolidation ==

* [[How to connect ExcelReportLink to multiple data files]]
* [[How to report on multiple data files]]

== Category Reporting ==

* [[How to Report by Category]]

== Data Files ==

* [[How to choose the data files for which to get data]]

== Versions ==

* [[How to enable the advanced accruals version]]
* [[How to enable or disable the MYOB Budget version]]
* [[How to enable or disable the MYOB Job Budget version]]
* [[How to enable or disable the Sales Orders version]]
* [[How to enable or disable the Accruals (Category) version]]
* [[How to enable cash based reporting|How to enable or disable the Cash version]]

== Cash Data ==

* [[How to enable cash based reporting]]

== Years ==

* [[How to change the number of Financial Years extracted into ExcelReportLink]]

==Transfers==

* [[How to move ExcelReportLink to another location (Folder/Computer)]]

== Navigation==

* [[Menu|How to select a report using the menu]]

How to Delete an Archive

2020-01-16T23:04:31Z

Jeff:

How to Delete an Archive

2020-01-16T23:03:50Z

Jeff:

How to Subscribe to ExcelReportLink

2020-01-15T06:21:45Z

Jeff:

# Go to the Main Menu and click the License button
# In the Welcome to ExcelReportLink window, click the Subscribe button
# In the Choose the edition form select the Edition required and click OK
# In the Subscribe to ExcelReportLink webpage, click the Subscribe button next to your chosen frequency
# Complete the online form and then click the Subscribe to button
# Check your email for your subscription key
# [[How to enter a License Key|Enter your subscription key]]

How to Subscribe to ExcelReportLink

2020-01-15T06:20:43Z

Jeff: Created page with "# Go to the Main Menu and click the License button # In the Welcome to ExcelReportLink window, click the Subscribe button # In the Choose the edition form select the Editi..."

# Go to the [[Main Menu]] and click the License button
# In the Welcome to ExcelReportLink window, click the Subscribe button
# In the Choose the edition form select the Edition required and click OK
# In the Subscribe to ExcelReportLink webpage, click the Subscribe button next to your chosen frequency
# Complete the online form and then click the Subscribe to button
# Check your email for your subscription key
# [[How to enter a License Key|Enter your subscription key]]

How To Guides

2020-01-15T05:18:58Z

Jeff:

The following How To Guides can assist you configuring and using ExcelReportLink.

== Licensing ==

* [[How to Subscribe to ExcelReportLink]]

== Setup ==

* [[How to install a custom report]]
* [[How to share ExcelReportLink using Dropbox]]
* [[How to share ExcelReportLink on Network]]
* [[How to Connect ExcelReportLink to MYOB AccountRight 19]]
* [[How to create a new instance of ExcelReportLink]]

== Consolidation ==

* [[How to connect ExcelReportLink to multiple data files]]
* [[How to report on multiple data files]]

== Category Reporting ==

* [[How to Report by Category]]

== Data Files ==

* [[How to choose the data files for which to get data]]

== Versions ==

* [[How to enable the advanced accruals version]]
* [[How to enable or disable the MYOB Budget version]]
* [[How to enable or disable the MYOB Job Budget version]]
* [[How to enable or disable the Sales Orders version]]
* [[How to enable or disable the Accruals (Category) version]]
* [[How to enable cash based reporting|How to enable or disable the Cash version]]

== Cash Data ==

* [[How to enable cash based reporting]]

== Years ==

* [[How to change the number of Financial Years extracted into ExcelReportLink]]

==Transfers==

* [[How to move ExcelReportLink to another location (Folder/Computer)]]

== Navigation==

* [[Menu|How to select a report using the menu]]

Include Sales Orders in Data Source Sheets

2019-12-11T23:26:21Z

Jeff: /* Procedure */

==Prerequisits==
This support note relates to the Sales Pivot only.

Make sure that the [[How to enable or disable the Sales Orders version|Sales Orders Version is enabled]] before continuing

==Overview==
Each Report Workbook contains a Data Source Sheet
A Data Source sheet includes a Query table which extracts Sales Transaction data
At the Top of the Query Table is a set of filters
One of those Filters is called Transaction Type
The Transaction Type filter includes Sales Orders

==Procedure==
# If you have just enabled the Sales Orders version then close and restart the software
# Go to the ExcelReportLink Menu
# Open a Report to add Sales Orders to
# Select the Data Source Sheet tab
# Double Click the Transaction Type filter Cell
# Select Multi Selection
# Tick Sales Orders in the list
# Click the Refresh Button

Include Sales Orders in Data Source Sheets

2019-12-11T23:23:29Z

Jeff: /* Prerequisits */

==Prerequisits==
This support note relates to the Sales Pivot only.

Make sure that the [[How to enable or disable the Sales Orders version|Sales Orders Version is enabled]] before continuing

==Overview==
Each Report Workbook contains a Data Source Sheet
A Data Source sheet includes a Query table which extracts Sales Transaction data
At the Top of the Query Table is a set of filters
One of those Filters is called Transaction Type
The Transaction Type filter includes Sales Orders

==Procedure==
# If you have just enabled the Sales Orders version then close and restart the software
# Go to the ExcelReportLink Menu
# Open a Report to add Sales Orders to
# Select the Data Source Sheet tab
# Click the Refresh Button
# Double Click the Transaction Type filter Cell
# Select Multi Selection
# Tick Sales Orders in the list

Include Sales Orders in Data Source Sheets

2019-12-11T23:23:10Z

Jeff: /* Prerequisits */

==Prerequisits==
This support note relates to the Sales Pivot only.

Make sure that [[How to enable or disable the Sales Orders version|Sales Orders Version is enabled]] before continuing

==Overview==
Each Report Workbook contains a Data Source Sheet
A Data Source sheet includes a Query table which extracts Sales Transaction data
At the Top of the Query Table is a set of filters
One of those Filters is called Transaction Type
The Transaction Type filter includes Sales Orders

==Procedure==
# If you have just enabled the Sales Orders version then close and restart the software
# Go to the ExcelReportLink Menu
# Open a Report to add Sales Orders to
# Select the Data Source Sheet tab
# Click the Refresh Button
# Double Click the Transaction Type filter Cell
# Select Multi Selection
# Tick Sales Orders in the list

Include Sales Orders in Data Source Sheets

2019-12-11T23:22:30Z

Jeff: /* Procedure */

==Prerequisits==
This support note only relates to the Sales Pivot.

Make sure that [[How to enable or disable the Sales Orders version|Sales Orders Version is enabled]] before continuing

==Overview==
Each Report Workbook contains a Data Source Sheet
A Data Source sheet includes a Query table which extracts Sales Transaction data
At the Top of the Query Table is a set of filters
One of those Filters is called Transaction Type
The Transaction Type filter includes Sales Orders

==Procedure==
# If you have just enabled the Sales Orders version then close and restart the software
# Go to the ExcelReportLink Menu
# Open a Report to add Sales Orders to
# Select the Data Source Sheet tab
# Click the Refresh Button
# Double Click the Transaction Type filter Cell
# Select Multi Selection
# Tick Sales Orders in the list

Include Sales Orders in Data Source Sheets

2019-12-11T23:10:11Z

Jeff: /* Procedure */

==Prerequisits==
This support note only relates to the Sales Pivot.

Make sure that [[How to enable or disable the Sales Orders version|Sales Orders Version is enabled]] before continuing

==Overview==
Each Report Workbook contains a Data Source Sheet
A Data Source sheet includes a Query table which extracts Sales Transaction data
At the Top of the Query Table is a set of filters
One of those Filters is called Transaction Type
The Transaction Type filter includes Sales Orders

==Procedure==
# If you have just enabled the Sales Orders version then close the software and restart it
# Go to the ExcelReportLink Menu
# Open a Report to add Sales Orders to
# Select the Data Source Sheet tab
# Click the Refresh Button
# Double Click the Transaction Type filter Cell
# Select Multi Selection
# Tick Sales Orders in the list

Include Sales Orders in Data Source Sheets

2019-12-11T23:09:16Z

Jeff: /* Procedure */

==Prerequisits==
This support note only relates to the Sales Pivot.

Make sure that [[How to enable or disable the Sales Orders version|Sales Orders Version is enabled]] before continuing

==Overview==
Each Report Workbook contains a Data Source Sheet
A Data Source sheet includes a Query table which extracts Sales Transaction data
At the Top of the Query Table is a set of filters
One of those Filters is called Transaction Type
The Transaction Type filter includes Sales Orders

==Procedure==
# Go to the ExcelReportLink Menu
# Open a Report to add Sales Orders to
# Select the Data Source Sheet tab
# Click the Refresh Button
# Double Click the Transaction Type filter Cell
# Select Multi Selection
# Tick Sales Orders in the list

Include Sales Orders in Data Source Sheets

2019-12-11T22:58:08Z

Jeff:

Include Sales Orders in Data Source Sheets

2019-12-11T22:57:08Z

Jeff: /* Prerequisits */

==Prerequisits==
This support note only relates to the Sales Pivot.

Make sure that Sales Orders Version is enabled before continuing

==Overview==
Each Report Workbook contains a Data Source Sheet
A Data Source sheet includes a Query table which extracts Sales Transaction data
At the Top of the Query Table is a set of filters
One of those Filters is called Transaction Type
The Transaction Type filter includes Sales Orders

==Procedure==

Include Sales Orders in Data Source Sheets

2019-12-11T22:56:41Z

Jeff: /* Prerequisits */

==Prerequisits==
This support note only relates to the Sales Pivot.

Make sure that Sales Orders Version is enabled before continueing

==Overview==
Each Report Workbook contains a Data Source Sheet
A Data Source sheet includes a Query table which extracts Sales Transaction data
At the Top of the Query Table is a set of filters
One of those Filters is called Transaction Type
The Transaction Type filter includes Sales Orders

==Procedure==

Include Sales Orders in Data Source Sheets

2019-12-11T22:55:58Z

Jeff: /* Overview */

==Prerequisits==
This support note only relates to the Sales Pivot
Before Following this note, make sure that Sales Orders Version is enabled

==Overview==
Each Report Workbook contains a Data Source Sheet
A Data Source sheet includes a Query table which extracts Sales Transaction data
At the Top of the Query Table is a set of filters
One of those Filters is called Transaction Type
The Transaction Type filter includes Sales Orders

==Procedure==

Include Sales Orders in Data Source Sheets

2019-12-11T22:55:26Z

Jeff:

Include Sales Orders in Data Source Sheets

2019-12-11T22:55:01Z

Jeff: Created page with "--Prerequisits-- This support note only relates to the Sales Pivot Before Following this note, make sure that Sales Orders Version is enabled --Overview-- Each Report Workbo..."

--Prerequisits--
This support note only relates to the Sales Pivot
Before Following this note, make sure that Sales Orders Version is enabled

--Overview--
Each Report Workbook contains a Data Source Sheet
A Data Source sheet includes a Query table which extracts Sales Transaction data
At the Top of the Query Table is a set of filters
One of those Filters is called Transaction Type
The Transaction Type filter includes Sales Orders

==