Have you ever had the pleasure (or displeasure) of working with an extra large Excel workbook with many, many different sheets? This happens frequently, especially if you are working with a large amount of data that needs to be analyzed periodically. This may be due to multiple tables, lookups, references, charts, graphs etc. This has […]
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Learn the various Report Manager menu ribbon functions
When you use the Sage Intelligence Report Manager module, you will see an array of icons on the menu ribbon. Here is a quick tip on their functionality. Take note that icons will activate / deactivate based on your selection in the object window. These icons are available on software using Sage Intelligence Core 7.3 […]
How to add a variance and running total in a Pivot Table
In our example workbook, we’re working with Date, Value In and Value Out fields. We need to create a Pivot Table that will also display the variance per month, as well as a running total of the variance for the year. In this tip, we show you how to do this. First up; select your […]
Learn how to use Column Variables for more descriptive headings in your cloud reports
Having descriptive headings in a report can make it easier to comprehend. For example, having month names instead of period values for column titles can make it easier to determine the data a column refers to. Sage Intelligence now makes this possible in a dynamic way through Column Variables. This tip applies to: Sage Business […]
Using Wildcards to make finding or replacing data in Excel quicker and easier
This tip is useful when you want to replace or find text using Wildcards, e.g. if you have a column where you would like to replace everything after the space character with text. What are Wildcards? Wildcards are characters that are used to represent one or more characters. The following wildcard characters can be used […]
Interactive dashboards now live in Sage Intelligence for Accounting!
Sage Intelligence has introduced five interactive dashboard reports to Sage Business Cloud Accounting that give you regular insights into your business’s key performance indicators. With these improved reports, you’ll be empowered with the ability to drill down into the detail of your information so that you can make faster decisions and act more decisively. Get […]
Track your creditors with the Analysis of Accounts Payable report
The Analysis of Accounts Payable report will help you to effectively manage who you owe money to. As a business owner, you’ll need to know how much money you’re expected to pay your suppliers within your credit terms, and which payments you can potentially push out to help manage your cash flow more appropriately. Looking […]
Know your numbers with the Business Snapshot Dashboard
The Business Snapshot Dashboard – Profit and Loss statement provides a visual summary of how your business is doing with regards to generating sales, managing expenses and creating profits. In other words, whether your business has made or lost money in the period under review. This can also help determine trends for future business decisions. […]
Collect your cash with the Analysis of Accounts Receivable report
It’s important for any business owner to know exactly who owes them cash, how much, and when they can expect to receive it from their customers. Looking at this Dashboard, the first thing you’ll see is that your Debtors Days are 134.54 and, in the red. This means that on average, your debtors are paying […]
Get a picture of your business’s health with the Financial Dashboard
We all know that cash flow is such an essential ingredient to the survival and success of any business. If you ever encounter cash flow problems at some stage of your business’s life, it could be a serious obstacle to your progress. Which is why it always pays to keep a close eye on what […]
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