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One way of doing that is using Excel to connect to the SQL database and extract the relevant data needed.

  • Create a new Excel spreadsheet
  • Get External Data > From Other Sources > From SQL Server

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  • Select Microsoft SQL Server

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  • Type in the server name,  user name (JiwaUser) and password (JiwaFinancials123) and then Next

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  • Select the database and select the relevant table e.g. CR_Main for creditors, DB_Main for debtors and next

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  • Type in a Description for this connection and Finish and OK

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  • Data is populated into the grid

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  • Remove unwanted columns and Save As and give the file an appropriate name 

 

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