Use the CData ODBC Driver for Tally in Microsoft Power Query



You can use the CData Tally ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import Tally data into Microsoft Power Query.

The CData ODBC Driver for Tally enables you to link to Tally data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Tally data into Microsoft Power Query.

Connect to Tally as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Set the following connection properties to connect to Tally Instance:

  • Url: Set this to the URL for your Tally instance. For example: http://localhost:9000.

Import Tally Data

Follow the steps below to import Tally data using standard SQL:

  1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

  2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver: Provider=MSDASQL.1;Persist Security Info=False;DSN=CData Tally Source
  3. Enter the SELECT statement to import data with. For example:

    SELECT Name, Address FROM Company WHERE CompanyNumber = '1000'
  4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.

Ready to get started?

Download a free trial of the Tally ODBC Driver to get started:

 Download Now

Learn more:

Tally Icon Tally ODBC Driver

The Tally ODBC Driver is a powerful tool that allows you to connect with live data from Tally, directly from any applications that support ODBC connectivity.

Access Tally data like you would a database - query Tally SalesOrders, PurchaseOrders, Accounts, etc. through a standard ODBC Driver interface.