Tally Integration – Tally Customizations

What Is Power BI How can we connect with Tally

Power BI is a business analytics tool developed by Microsoft that enables users to visualize and analyze data from a variety of sources. It provides interactive visualizations, business intelligence capabilities, and data preparation tools that allow users to create insightful reports and dashboards.
Here are some key features and components of Power BI:

Data Sources: Power BI can connect to a wide range of data sources, including databases, Excel files, cloud services, online services, and more. It supports both structured and unstructured data.
Data Transformation and Modeling: Power Query, a data transformation and preparation tool, allows users to clean, shape, and combine data from multiple sources. Power BI also provides a data modeling interface called Power Pivot, which allows users to create relationships between tables and define calculations using formulas.
Visualizations: Power BI offers a rich set of interactive visualizations, including charts, graphs, maps, tables, and custom visuals. Users can drag and drop fields onto the canvas to create visual representations of their data. There are various formatting and customization options available to enhance the appearance of visualizations.
Dashboards: Dashboards in Power BI provide a consolidated view of key metrics and data visualizations in a single place. Users can pin visualizations, reports, and live data tiles to the dashboard, allowing for easy monitoring and analysis of data.
Reports: Power BI enables users to create interactive reports using a combination of visuals, filters, and slicers. Reports can contain multiple pages, and users can navigate between them to explore different aspects of the data.
Data Refresh and Sharing: Power BI allows scheduled data refreshes, ensuring that reports and dashboards always display up-to-date information. Users can also share their reports and dashboards with others within their organization or publicly, and collaborate on the same content.
Power BI Service: Power BI offers a cloud-based service where users can publish, share, and collaborate on their reports and dashboards. The Power BI service provides additional features like content packs, app workspaces, data gateways, and administration capabilities.
Power BI Mobile: Power BI has mobile apps for iOS and Android devices, allowing users to access their reports and dashboards on the go. The mobile apps provide a touch-optimized experience and support offline viewing.
Power BI is widely used by organizations to gain insights from their data, create interactive reports, and make data-driven decisions. It is suitable for a range of users, from business analysts and data professionals to executives and decision-makers.

How can connect Power Bi with Tally using ODBC

To connect Power BI with Tally using ODBC (Open Database Connectivity), you need to follow these steps:

Install Tally ODBC Driver: First, you need to install the Tally ODBC driver on the machine where Power BI is installed. The ODBC driver enables the communication between Power BI and Tally. You can obtain the Tally ODBC driver from the Tally Solutions website or contact their support for assistance.
Configure the ODBC Data Source: Once the Tally ODBC driver is installed, you need to set up an ODBC data source to establish the connection between Power BI and Tally. Here’s how to do it:
a. Open the ODBC Data Source Administrator on your machine. You can find it in the Windows Control Panel or by searching for “ODBC” in the Start menu.
b. In the ODBC Data Source Administrator, go to the “System DSN” tab and click on the “Add” button.
c. Select the Tally ODBC driver from the list of available drivers.
d. Provide a name for the data source, such as “Tally”, and enter the necessary connection details, such as the server IP address or hostname, port number, username, and password. Consult the Tally ODBC driver documentation or contact Tally support for specific connection details.
e. Test the connection to ensure it is successful, and then click on “OK” to save the data source configuration.
Connect Power BI to Tally via ODBC:
a. Open Power BI Desktop on your machine.
b. In the Home tab, click on “Get Data” and select “More…”
c. In the “Get Data” window, search for “ODBC” and select “ODBC” from the available connectors. Click on “Connect”.
d. In the “ODBC” window, select the data source name you created in the previous step, such as “Tally”, and click on “Connect”.
e. Enter the required credentials, such as username and password, if prompted.
f. Power BI will establish a connection to Tally using the configured ODBC data source. You can now select the tables or views from Tally that you want to import into Power BI.
g. Once you have selected the desired data, click on “Load” to import it into Power BI.
h. Power BI will load the data from Tally and allow you to create visualizations, reports, and dashboards based on that data.
By following these steps, you can connect Power BI to Tally using ODBC and leverage the data from Tally within Power BI for analysis and reporting purposes.

Bill Type – On Account Block in Tally Transaction

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On of the Mager challenges in Tally for doing the on account transaction. If the Tally user creating on account transaction then Bill wise Outstanding Report display wrong information. for Example : – If Party ABC & Co. Payment the advance payment like Rs. 5000/-. if the tally data entry user, are entre this transaction with on account then we don’t have option to adjust this amount to any bill.

we need to changes receipt transaction again and modify this bill line details. Other wise Bill outstanding Report will display Wrong information.

for over come this Problem we are provide one Tally addons where you can block on account transaction. so that tally data entry operator will not able to select on account bill type. and your Bill wise Outstanding Report will work Properly.

This is the simple addons we are provide free for our customer. No need to pay any additional amount for this TDL.

Just you have to Email your Serial No along with your name and contact Details this this email id : -adisofttech22@gmai.com. Or Just comment on This post with your email id our team will connect with you.

No Hidden charges for this TCP file.

for any Type of Tally customization Please connect with us. ADISOFTTECH – TALLY CUSTOMIZATION COMPANY

Gst 2B Reconciliation in Tally

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Gst 2B reconciliation in Tally using Json Or ZIP file.
Just download JSON Or ZIP From Your GST Portal and Match Your Tally Data on Single click.
Report will Show GST Number Wise tax as Per Tally Vs As per GST portal.
If GST Data is Not available in Portal you can connect with your Client.
If Data is available in Portal and Not available in Tally Then you can make transaction in Tally.
if data Is partial match Like as per Tally 1000 and as Per Portal 850 then you can also see the different.
GSN Number Wise Tax Different you can Find.

Party Wise Product Wise Rate and Discount

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We are provide very interesting addons in tally . you can set Party Wise product wise rate and discount in Tally.

Example : – for example ABC Company want to fixed Product Rate and Discount Party Wise then is addons can use. at the time of sales billing rate and discount will copy as per party master set. if you didn’t set Rate or discount in Party master Then normal tally function will work.

We are also provide excel utility to update the product rate and discount in Party Master.

you can update product Rate and discount using this screen.

Just Like Maintain Price List Party Wise.

Lock / Unlock Tally Transaction

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We are providing a very interesting and important addons in Tally. After Complete for Audit / GST Filling Lock your Transaction. No one can edit / Change your transaction.

Case: – suppose you match your passbook with your tally transaction after that any user are edit /Alter your transaction then you are facing very big issue, again need to match each transaction. Or suppose After GST Filling any user change the transaction or alter the transaction then same issue will occurs. Again, need to match each transaction.

Over come this issue we are providing a special addons in Tally so, you can lock and unlock your transaction. Admin can lock the transaction after that no one can edit / Alter This transaction. suppose admin want to unlock particular transaction then they can do, After Alteration they can again lock the same transaction.

Special Feature: -

* Single / Multiple Transaction lock same time.
* Lock or unlock transaction form Daybook / GST Details Report.
* Report form Lock and unlock transaction.

Unlimited Level Of Voucher Approval

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We Creating New addons in Tally. Administrator Can Create Number of Approval in Tally as per company decision.
for Example if company XYZ PVT LTD want to implement Transaction Approval in your company Then they create Number of approval then want to use. we are also share screen shot how they will be create level of approval.

ID Will Be auto Generated as Per Approval Level.
After That user Creation screen mark user level as per screen.

Approval function will work .

One Important Point if admin and last level of approval do transaction Then no need to approval. if Level one will do transaction then level two and level three will approve. and we are also provide Approval History Report.