Connect to icompta dB from excel or similar

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SRIC
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Joined: 23 October 2019, 23:51

Connect to icompta dB from excel or similar

Post by SRIC » 03 May 2020, 10:08

Hello,

I need to apply a few kpis/graphs/advanced calculations to transactions/budgets/security data.
E.g. estimating my taxes by income bracket, building 3D graphs, weight securities vs benchmark, get the YoY evolution of the ROI of real estate rentals, get the variance of cash flow time series, etc.

Can we manage to have a Refreshable read connection to the Icompta DB from e.g. excel?
I believe the app is doing a wonderful job by itself, I am trying to make it the central repository of all my analyses.

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Angeman
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Re: Connect to icompta dB from excel or similar

Post by Angeman » 03 May 2020, 10:52

I don't know Excel very much but if you can open a connection to a SQLite database then it could work.

SRIC
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Joined: 23 October 2019, 23:51

Re: Connect to icompta dB from excel or similar

Post by SRIC » 04 May 2020, 23:21

This is awesome! The DB will be the .cdb file name? And can you share a list of tables if they are not self-explanatory (if they are, I’ll just start playing around).
If I can write to the dB, I can create the tax bracket calculator using rolling revenue, among other things!

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Angeman
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Re: Connect to icompta dB from excel or similar

Post by Angeman » 05 May 2020, 08:33

Yes the database is the .cdb file. In my opinion it's easy to make mistakes with it so I don't advise you to make writes. Anyway you're on your own and make sure to make a backup copy of the .cdb file.

SRIC
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Joined: 23 October 2019, 23:51

Re: Connect to icompta dB from excel or similar

Post by SRIC » 06 May 2020, 20:40

correct, thanks for the suggestion. I will first read only to make graphs and other things with excel and R.
then for the import, I will try batch import of (existing) security quotes on a copy of the file. if I find it difficult, which is probable, I'll just desist :mrgreen:

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