Using Excel and Sage 100 Together


Microsoft Excel is the most used and widely available spreadsheet application. Many of your employees have probably already had exposure to it, either through school or prior employment. This makes it easier for users to start work instead of familiarizing themselves with the spreadsheet. Time and money is saved.

Microsoft Excel provides businesses with the tools necessary to get the most from their data. Companies are collecting ever-greater volumes of data from multiple sources. They need to be able to collate and analyze this information quickly and effectively.

Excel can enhance your ability to analyze large amounts of data. With powerful filtering, sorting and search tools, you are able to quickly and easily narrow down the criteria that will assist in your decisions. You can combine these tools with the tables, Pivot Tables and Graphs, so you can find the information that you want quickly and easily even if you have hundreds of thousands of data items.

Excel allows users to unlock the potential of their data by creating charts and graphs. Using pie charts, graphs and clustered columns adds meaning to data, which otherwise may just exist as row after row of numbers. These visualizations can add emphasis to business reports and produce more persuasive marketing material.

The application provides users a variety of methods to format their spreadsheets, such as, by using different color shades, bolds and italics, to differentiate between columns or highlight the most important data. This function is useful when presenting accounting information, such as income statements and balance sheets.

Excel can also be used to bring information from various files, documents, and other data sources (such as Sage 100) together, so that it exists in a single location. As well as raw data and information from other spreadsheets, it is possible to import text and images. Other objects can be added using the Insert tab, or additional spreadsheets can be added to the file.

Data from Sage 100 can be pulled directly into Excel without any third-party add-ons or tools.  The built-in Excel data tools can pull live Sage 100 data into a spreadsheet, which can then be analyzed and  used to write reports.

This allows you to:

  • Create Pivot Tables of Sage 100 Data
  • Quickly Filter and Sort Sage 100 Data
  • Easily Analyze Data
  • Build Worksheets That Reference Live Sage 100 ERP Data


To learn even more about how Excel and Sage 100 work together,

register for the July 14 11:30 AM PDT

educational Excel and Sage 100 lunch-and-learn webinar.