Has any one done consolidated financials> One statement from multiple GL databases?

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I did one from Sage 100 ERP for a Balance Sheet with Company A in column 1, Company B in column 2, and the total in Column 3.  I used the Designer and there was a Group By in the upper right and I chose Company Code there, so it automatically did the first 2 columns for me.  Then I had to manually create the 3rd column.

Robert,

Should you choose to run a consolidated Financial Report Designer report, the default layout generated will be a combination of all companies chosen for your consolidation at run time. You can then decide if you want to see the individual companies grouped in columns using the column Group By or in rows using one of the 3 row Group By options.

Hi Robert,

 

I did this too. Multiple databases, separate servers. Please let me know how I can be of help.

Hi Michelle,

Could you please give me an overview of how you accomplished this task.

Hi Shadab,

 

A standard report is created for each database and link them together in a Union Report.  I brought all values on Sheet 1, this appends the records accordingly.  Note that all standard reports have exactly the same columns and column arrangements to ensure that they align well in the union report.

Hi Michelle

Does one still have the drill down and change month functionality when doing it this way?

Hi Michelle,

I see this topic is quite old but I'd like to understand how you used multiple, separate servers.  Were you using 50?  I have a customer who needs to consolidate financials for multiple DBs on multiple servers.  Can you provide some instruction how you were successful?

Thank you.

I'm trying to accomplish the same thing, but I'm not familiar with the Union Report - can anyone help?  I'm not sure if it makes a difference, but I'm using Sage 50, and it seems to only pull data from the Company that I run BI from - I can't see to pull data from other Companies - even if I do a "group by".

Hi Kris,

I am not familiar with Sage 50 but in other Sage products, standard BI consolidation reports can be generated using the Report Manager Consolidations.  You need tha connector module to run standard reports.  If connector module is not there, the container has to be modified first -- using another environment with the connector module then import that report.

If your companies are located on the same server, same database, you do not even need to create a union report...

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