Alchemex offers the facility to consolidate data across more than 1 company or database. To enable the report to prompt for connection information at run time and therefore give us a choice which database to run from, we need to modify the Alchemex Administrator module to be dynamic. The connection properties need to be modified […]
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Home Archives for marketingteam Page 9
Linking an Excel 2007 Template
To change an xlt (Excel 2003) template to an xltx (Excel 2007) template the following steps need to be followed. Run your existing Excel 2003 report out as normal in Excel 2007 Minimise Excel 2007 Go back to Report Manager and unlink the xlt template from the report by selecting the Unlink Template icon Confirm […]
Adding a company name to an account number
When consolidating multiple databases we sometimes need to be able to see which accounts belong to which Company dataset in our Income Statement and Balance Sheet. We do this by appending the Company name to the account number to ensure that each account number is unique. Amend the expression containing the account number simply by […]
Testing Reports
You created a collection of reports that are running on a specific database you would like to test the reports on different databases. 1. In this example I’m connecting to my “TEMPDB” Database. 2. I have a different database called “DEMODATA “and I would like to run the reports on this database. All the […]
Samplespecificdata
Using the Alchemex Administrator to Sample Specific Data You can use the Alchemex Administrator to Sample a specific data i.e. an invoice. Open the Alchemex Administrator and browse to the connection that you want to sample. Add the data container that you wish to sample; I have chosen “DocumentLines.” If you sample the data now […]
Selecting Multiple Columns
Selecting Multiple Columns You can select multiple columns in the report manager by using the “Crtl” or “Shift” key along with a mouse click. Hold down “Shift” for selecting multiple adjacent columns or “Crtl” for selecting multiple random columns. This is useful tip when moving, deleting or adding the aggregate function to multiple columns.
Copy or Move Union Reports
If you want to move or copy a union report from one folder to another you need to export the report to an easy attainable location then import to the new folder in the Report Manager. The reason you can’t copy and paste a union report is that the sub reports then get left behind […]
Go To Blanks
Question: I would like to see which cells are blank in a column of data, and I don’t want to resort the the column. Is there a quick way that I could do this? Answer: Yes, using the ‘Go To Special…’ option Process (Excel 2003, 2007, 2010): In this example, we have […]
SUMIFS Function
Question: I have a sheet of sales information and would like to add together all lines for not only a specific product category, but for all sales of that product category in a particular region. How can I do this with one formula? Answer: By using the SUMIFS function Process (Excel 2007 and 2010): […]
SUMIF Function
Question: I have a sheet of sales information and would like to add together all lines for a specific sales person. How can I do this? Answer: By using the SUMIF function Process (Excel 2003, 2007 and 2010): The SUMIF function is very useful, allowing you to total a number of lines […]
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