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Your data. Clearer decisions. Welcome to Datplan DataPull.

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Start with TallyPrime open and the company you want to report on loaded.

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In Datplan Settings, select the workspace, TallyPrime source

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and assigned company.

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Choose a scheduled export folder inside your OneDrive.

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Set this destination once for this company.

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Future scheduled exports reuse the saved location.

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Open Scheduler and select the same source and company.

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Choose the frequency and time that suit your reporting routine.

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Here, the schedule runs daily.

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Select CSV and the star schema export, and replace existing

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files so the dashboard keeps reading the same reporting location.

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Enable the Windows Scheduler option if you want Windows to open Datplan when it

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is closed.

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Add the schedule, then check its execution status.

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Keep the computer available, TallyPrime open, and the correct company

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loaded for the scheduled pull.

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After the export succeeds, open its company folder in OneDrive.

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Share the folder containing the reporting exports, rather than an individual

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CSV file.

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Enter your client's Microsoft account email.

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Change the link settings to the specific people you choose, and give the client

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view access.

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Then send the invitation.

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The client must accept or open the share using that authorised

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Microsoft account.

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This recording shows the invitation step; it does not show a separate client

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signing in.

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On datplan dot com, open Dashboards and choose TallyPrime.

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The initial dashboard contains demonstration data.

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Open Manage, then Connection, and choose Connect to Folder.

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Sign in to Microsoft using an account with access to the exported files.

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This connection example is a separate recorded selection.

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For your own setup, select the exact company export folder you shared.

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Use Alias to give the connection a clear display name for your client.

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Choose a report from the dashboard menu.

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The suite includes financial performance, revenue and costs, trial balance and

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voucher analysis.

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Use the available date and reporting filters to focus the view.

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Where supported, play the timeline to explore changes over time, or keep the

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chart static.

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Always read the selected period and the data freshness information before

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interpreting a total.

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The figures shown here are demonstration data.

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Use View to change the dashboard's language and colour theme.

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Here, the same reports are shown in Hindi and with a different palette,

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before returning to English.

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These display choices help you present the reporting clearly to your audience.

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Open Manage and choose Key.

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Copy the connection key, and send it privately with the dashboard web address.

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The key locates the reporting folder.

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It is not a password and does not grant Microsoft access.

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For your client, the steps are simple.

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Open the dashboard link, choose Use a Connection Key,

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paste the complete key, and select Use key.

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If Microsoft asks you to sign in, use the same account that received folder

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access.

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If access is refused, check the Microsoft share and account first.

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After a successful scheduled export and OneDrive sync, use Refresh to

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load the latest published files.

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