MS Excel Add-in

Generate Reports, Graphs, & Charts

EBMS Information, values, and totals such as general ledger financial information, sales, expense, and other transactions can be used to generate graphs or create projections using the powerful tools of the MS Excel spreadsheet.  These flexible formula tools allow the user to access most information including text, values, and settings within the EBMS data set.

The EBMS Excel Add-in can be used to generate summary reports, graphs and charts, and other dashboard controls.  This optional feature requires that a 32 bit version of Microsoft Excel is installed on the local computer.  Note that any 64 bit versions of MS Excel are not compatible with EBMS functions.  

Common Functions

Some of the common functions used to access EBMS are listed below.  Review the EBMS Formula Syntax section for a complete list of functions and formula syntax.

• EBMSLookup ( data type, primary query) is used to access information on a primary record such as a customer, vendor, or inventory item.
• EBMSSumIf ( data type, primary query ) is used to access the sum total of the field identified.
• EBMSHistoryTotal ( data type, primary query, begin year, begin month, end year, end month ) is used to access the sum total of values within the history tabs of EBMS records.
• EBMSHistoryBalance( data type, primary query, year, month) is used to return the balance at a specific time.   This function is useful in retrieving the balance of a specific balance sheet account or the accounts receivable or payable for a customer or vendor.
• EBMSDetailLookup ( data type, primary query, detail query) is used to access information within detail records such as invoice detail, timecard detail, inventory  price records, and other detail records.
• EBMSDetailSumIf ( data type, primary query, detail query ) is used to access the sum total of the detail lines.   Use the query function to identify a range of records instead of a single field as shown in example below: