There are 2 options when connecting to Multiple Companies:

Transcription

1 Connecting to Multiple Companies There are 2 options when connecting to Multiple Companies: 1. Creating a PICKLIST 2. Creating a Consolidation Connection Creating a Picklist You would use Picklists when you want to run a consolidated report from multiple databases. Picklists are set up in the Database Name textbox under Connections in the Connector. Let us assume that we have created a new connection called A_Peachtree_Consolidation and have set up the connection details in the conventional way. We now navigate to the Database Name textbox in the Properties pane and replace the existing database details with the following: - PICKLISTM=Select from List;MyCompanyA::DataA; MyCompanyB::DataB; MyCompanyC::DataC; MyCompanyD::DataD

2 This will give us a picklist showing four company database connections A through D PICKLIST - has the following variables: PICKLIST= Presents you with a list of all connections but only allows you to select ONE. PICKLISTA= Will automatically run ALL the connections listed in the picklist, thus no popup list to select from. This option is great for a consolidated Management Pack that consists of all the Companies in the list. PICKLISTM= Presents you with a list of all the connections and allows you the option of specifying which connections to run. Make your choice by checking one or more of the check boxes next to your Company Names. PICKLISTDSN= Presents you with a list of all connections available DSN connections but only allows you to select ONE Select from List; - This is the text that will appear in the popup box and you can change it to whatever you like. Remember to always end with ; Only really useful when used with the straight PICKLIST= option, thus you can safely leave the comments out if you wish provided you still end in ; e.g. PICKLIST=; MyCompanyA::DataA; MyCompanyB::DataB; MyCompanyA::DataA; - Defines your various database connections. MyCompanyA:: - Is your descriptive name so anything goes remember to end in :: DataA; - is the exact database name so it has to be exact remember to end in ; NOTE There is no ; after the last database entry in the list. Once the Picklist is setup as a connection under the Connector, right click the connection and do a check/test to ensure the syntax and connection is correct. If it is working, export the report that needs to use the picklist from the Report Manager. Now import this by right clicking the connection and import the report.

3 Creating a Consolidation Connection The Consolidation Connection is created in the Connector module. (Some Sage Intelligence products have the Consolidation Connection set up as a standard) 1. Open the Connector 2. Add a New Connection under the Pervasive ODBC Client Interface. 3. Give the Connection a Name and select Add 4. You will have a New Connection: Peachtree Consolidated 5. Select the Peachtree Consolidated Connection, and in the Properties window check the Show Advanced Option.

4 6. First Check the option Consolidation Connection 7. Then Check the Use Auto Connection System Option and Select Apply 8. Once you have applied those Changes to the Connection, you Connection details should appear as follows in the Properties Window 9. The Consolidation Connection has now been set up. You now need to import the report you would like to run against the new consolidation connection. Importing the Report onto the Consolidated Connection 1. In the Report Manager Select the Folder you would like to Import the Report Into

5 2. Select the Report that you are Importing. The Import Report Window will open. 3. You can rename your report Consolidated Sales Report, and choose the newly created Target Connection Peachtree Consolidated. 4. The Newly imported Consolidated Report will appear in the Report Manager. 5. You now need to set up the Database Consolidation List in the Properties window of the Report. Select on the ellipsis button. 6. Select on the Databases you wish to Consolidate, they will then appear in the Database Consolidation List in the properties window of the report.

6 7. You can now run your consolidate report into Excel and customize to suite your specific reporting requirements.