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Sage training: Linking Sage 50 Accounts with Microsoft Office course description

Linking Sage 50 Accounts with Microsoft Office is a one-day course. Our price is £130.00 (Sage's RRP is £265.00). Book today to save with us.Linking Sage 50 Accounts with Microsoft Office

» Overview: Create professional documentation, dynamically linked to your live Sage Accounts data.

» What do I learn?

Learn everything you need to know about how Microsoft® Office can integrate with Sage 50 Accounts. It includes dynamically linking spreadsheets in Excel, running mail merges in Word and creating live links to PowerPoint presentations.

» By the end of this course you will:

  • Have had a basic introduction to the ODBC (Open DataBase Connectivity) driver
  • Be able to navigate around the menu options available in Microsoft® Query
  • Know how to update the live link between the query and Sage 50 Accounts using the refresh option
  • Understand how to add both single and multiple calculations to a query, then return the data to Microsoft® Excel and format the cells
  • Be able to run a mail merge within Microsoft® Word to link the data in Sage 50 Accounts to a Word document
  • Know how to create labelled envelopes from the names and addresses in Sage 50 Accounts
  • Understand how to use the If…Then…Else statement within Microsoft® Word
  • Be able to use multiple tables within Microsoft® Excel and join the tables together
  • Know how to use the cycle through totals option in Microsoft® Query
  • Be able to create graphs in Microsoft® Excel based on data from Sage 50 Accounts and create a live link to Microsoft® PowerPoint
  • Know how to create pivot tables and charts in Microsoft® Excel to dynamically interrogate the Sage 50 Accounts data
  • Know how to add criteria to select specific data from Sage 50 Accounts
  • Be able to set up parameter queries to enable specific ranges to be entered when requesting data from Sage 50 Accounts

» Detailed course content

Click to see the course content

Linking Sage 50 Accounts to Excel and Word course session 1 - Introduction to the ODBC Driver and MS Query

  • The Drivers and Language used in the Link
  • The Default Data Source Name and Data Path
  • Finding the Data Path
  • Creating New Data Source Names

Linking Sage 50 Accounts to Excel and Word course session 2 - Linking Sage 50 Accounts With Microsoft Excel

  • Accessing Sage Accounts data from Microsoft Excel
  • An overview of Microsoft Query
  • Building a data query
  • Returning the data to Microsoft Excel
  • Creating a Query without using the Query Wizard

Linking Sage 50 Accounts to Excel and Word course session 3 - Using Expressions

  • Using Expressions to Perform a Calculation
  • Using Multiple Expressions
  • Formatting cells in Excel

Linking Sage 50 Accounts to Excel and Word course session 4 - Creating Mail Merges & Using Criteria

  • Creating a Mail Merge Letter in MS Word
  • Using Criteria in a Query to Limit the Records Required
  • Building the Mail Merge Document
  • MS Word Functions - If...Then...Else
  • Creating Labelled Envelopes

Linking Sage 50 Accounts to Excel and Word course session 5 - Using Multiple Tables

  • Selecting Multiple Tables
  • Joining Tables
  • Viewing Joins

Linking Sage 50 Accounts to Excel and Word course session 6 - Totalling Data and Graphs

  • Using Sage Custom Fields in a Query
  • Cycle Through Totals
  • Creating Graphs in MS Excel
  • Live Links to Microsoft PowerPoint
  • Cycle Through Totals on an Expression

Linking Sage 50 Accounts to Excel and Word course session 7 - Using Pivot Tables and Charts

  • Creating a Pivot Chart with a Pivot Table
  • Building the Query with Multiple Tables
  • Selecting the Tables and Variables
  • Adding Sorts and Multiple Criteria
  • Creating the Pivot Table

Linking Sage 50 Accounts to Excel and Word course session 8 - Parameter Queries

  • Building a Multi-Table Query
  • Switching off Automatic Query
  • Creating Parameter Queries
  • Changing the Parameters in Excel
  • Producing Totals in the Report
  • Applying Autofilters

Book now

Which training centres to include in the results? Either include all training centres, OR select specific centres from this list: (check the boxes as appropriate)   Birmingham     Bristol     Croydon     Glasgow     
Leeds     Manchester     N.London     Newcastle     Reading     

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Course Centre Start date Duration Total places Available places Book
Link Sage 50 Accs - MS OfficeReading23/09/20101 day105
Link Sage 50 Accs - MS OfficeManchester24/09/20101 day120
Link Sage 50 Accs - MS OfficeN.London29/09/20101 day124
Link Sage 50 Accs - MS OfficeBirmingham06/10/20101 day128
Link Sage 50 Accs - MS OfficeN.London18/10/20101 day127
Link Sage 50 Accs - MS OfficeBristol19/10/20101 day1010
Link Sage 50 Accs - MS OfficeGlasgow21/10/20101 day1210

Linking Sage 50 Accounts with Microsoft Office is a one-day course. Our price is £130.00 (Sage's RRP is £265.00).

You can book your course in several ways:

  • Online: Just click the "Book now" button (your payment will only be processed after we have booked your course with Sage).
  • Phone: Just call 0845 641 0624 to pay by card or arrange BACS or cheque payments.
  • Use the contact form: Click here and fill out the contact form.
See all courses on the Sage training home page. You can always contact a Sage training advisor on 0845 641 0624 or by email.

Important notes about booking your Sage classroom training course


  • When booking a course online, if the course is not for the paying cardholder, please enter the name it should be booked for in the notes section when paying.
  • If a vegetarian meal is required instead of the standard meal provided, please enter this in the notes section as well.
  • If a course is showing no availability it is still worth contacting us as there maybe cancellations or the possibility of switching the course to a bigger room.
  • Also note that the number of available places given is updated regularly, but it is not live, so it's always best to ask us for the latest availability if the number of available places is running low.
  • *for all courses except Instant Accounts, which is £215 and Payroll Year End, which is £190.


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