Pivot Table Export Feature in Tally

Make Your Tally Data Work for You: Using Pivot Table Export

If you use Tally for your business accounts, you know how much data it holds—sales, purchases, GST, inventory, and more. But sometimes, you need to look at this data in different ways to really understand what’s going on in your business. That’s where the Pivot Table export feature in Tally comes in!

Let’s break down what this feature is, why it’s useful, and how you can use it—even if you’re not a tech expert.

What is the Pivot Table Export Feature?

Simply put, this feature lets you take your Tally data (like your Sales Register or Purchase Register) and export it into an Excel file. Once your data is in Excel, you can use pivot tables—a handy tool that lets you quickly sort, filter, and analyze your data in many different ways.

Why Should You Use It?

• See the Big Picture: Want to know which products are selling best, or which customers buy the most? Pivot tables make it easy to find out.

• Save Time: No need to copy-paste or reformat data. Tally exports your data in a way that’s ready for Excel.

• Easy to Use: You don’t need to be an Excel wizard. Just a few clicks and you’re ready to play with your numbers.

How to Export Data for Pivot Tables from Tally

Here’s a step-by-step guide:

1. Open the Register You Need

   • For example, go to your Sales Register in Tally.

2. Pick the Time Period

   • Choose the dates you want to see (like last month or last year).

3. Start the Export

   • Press Alt + E (Export).

   • Choose Current to export what you’re seeing.

4. Set Up for Pivot Table

   • Click on Configure.

   • Find the option Export for Pivot Table and set it to Yes.

   • Make sure the export format is set to Excel.

5. Export and Save

   • Choose where you want to save the file on your computer.

   • Click Send to finish.

6. Open in Excel

   • Open the file in Excel and use the Pivot Table tool to analyze your data any way you like!

What Can You Do With Pivot Tables?

• Analyze Sales: See which products, months, or salespeople are performing best.

• Track Purchases: Find out which suppliers you buy from the most.

• GST Reporting: Quickly total up GST collected and paid.

• Inventory Checks: Spot fast-moving or slow-moving items.

Final Thoughts

The Pivot Table export feature in Tally is a simple but powerful way to get more out of your business data. Even if you’re not an Excel expert, this tool can help you understand your business better and make smarter decisions.

So next time you need a report o

r want to dig into your numbers, try exporting your Tally data for a pivot table. You might be surprised at what you discover!

Have questions or want more tips? Leave a comment below!