Tally is great for accounting but limited for analysis. Export the data once a month and Excel does the rest.

1. Export from TallyPrime

1. Open the report — for example Display More Reports → Account Books → Sales Register, then drill into the months.
2. Press Alt+F12 or use Basis of Values to show detailed (item-level) data if needed.
3. Alt+E → Export → format Excel (Spreadsheet), choose a folder, export.

2. Clean with Power Query

• Data → Get Data → From Folder → pick the export folder → Combine & Transform.
• Remove Tally’s header rows (company name, period) with Remove Top Rows, then Use First Row as Headers.
• Filter out subtotal rows (where Date is blank), set types (Date, Decimal).
• Add a Month column: Add Column → Date → Month → Start of Month.

See combining files from a folder for the detailed steps.

3. The dashboard

• Pivot: Month in rows, Party in columns or as a slicer, Amount as values.
• A line chart of monthly sales and a bar chart of top 10 customers.
• KPI cells: this month vs last month with =GETPIVOTDATA or SUMIFS.

4. Next month

Drop the new export into the folder and press Data → Refresh All. Every step re-runs; nothing is retyped.