Have you ever felt the need to effortlessly switch the date ranges within your Pivot Table in Excel? Have you ever wanted to view the data for just one specific time-frame without having to apply a logical filter all the time? When is the last time you were able to get your Pivot Table to […]
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Let’s get personal!
The 3 skills and knowledge domains a Business Analyst requires to effectively add value is well versed and well documented; they need a degree of Technical Knowledge, Business Knowledge and Interpersonal Skills. Although most industry reports and literature focus on the two former items in the list, the latter is certainly not emphasized enough, and […]
Learn how to select your data conveniently using keyboard shortcuts
In a previous tip, we showed you how you can navigate around a data list quickly using keyboard shortcuts. To view the tip, take a look here. By combining the same shortcuts with the Shift key, you can easily make selections in your data for editing purposes. Assume that you have a data list with […]
How to calculate the average of the top 5 values
Let’s say you have a workbook containing sales over a two year period. You would now like to know what the average is for your top 5 sales values, as well as the value for your largest sale. In our example, which you are welcome to download here, we are using Column A for the […]
How to reduce the size of a workbook using a single formula
Sometimes, large Microsoft Excel workbooks can be slow and inefficient—which could cause frustration. To reduce the size of a workbook, consider replacing several formulas with a single array formula. Array formulas can perform multiple calculations and they also ensure consistency, which can lead to greater accuracy. Furthermore, array formulas provide for more security, since a […]
Save your entire report to PDF using macros and Sage Intelligence
Being able to save your reports to PDF provides a convenient way to view and share them. Sage Intelligence provides two common ways that you can do this. These include; distributing a report as a PDF using the Distribution Options in Excel once a report has run out, and using the Generate Output File field […]
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. […]
Track your creditors with the Analysis of Aged Creditors report
The Analysis of Aged Creditors 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 […]
Collect your cash with the Analysis of Aged Debtors 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 overdue customers. This is what the Analysis of Aged Debtors report provides. Looking at this Dashboard, the first thing you’ll see is that your Debtors Days are 46.99 and, in the […]
Get a picture of your business’s health with the Financial Hygiene 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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