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In a climate of economic volatility, changing consumers, and globalized competition, small to medium-sized enterprises (SMEs) perhaps need access to accurate, actionable business insight into data even more than bigger enterprises do. Most SMEs are operating on tight margins and don’t have endless reservoirs of cash and credit. They need up-to-the-minute information about trends in […]
Many companies today suffer from a lack of visibility into key performance metrics. We call this “keyhole visibility” because it’s the equivalent of trying to evaluate what’s happening in a room by looking through the keyhole. With a narrow view, you’re unable to fully understand what’s behind the door and what might be lurking around […]
Apart from just running out a report, Sage Intelligence allows you to automatically save the generated workbook to a file during run-time. This is useful, for example, if you run a monthly sales report that needs to be saved to a central location for others to view. In this tip, I’m going to show you […]
A dashboard is a business tool that displays a set of metrics, KPIs and other relevant information to a business user. Dashboards are here to stay because of their simplicity and self-service capabilities. And recently, Microsoft has made dashboards even more relevant, visual and efficient to use through Power BI. Haven’t heard of it? Here’s […]
Well-prepared financial statements contain an incredible amount of timely and revealing information about your business’ financial position. What are its strengths? Where are the vulnerabilities and challenges? Is the business making money? Savvy executives use the information on financial statements—most notably the balance sheet, income statement, and statement of cash flows—to drive decisions and chart […]
According to research, 35% of organizations indicate that demand for expedited financial information delivery is their top pressure. Financial analytics and financial reporting, are valuable sources for informed decision-making across an organization, and should be part of your company’s analytics strategy. By leveraging a financial analysis and reporting solution integrated with your business management solution, […]
“When are you introducing user-defined functions for Excel?” This was the big question we had for Microsoft back in the middle of this year (2017). Specifically for us, this meant user-defined functions that were defined in Javascript, and made available through our web-based Excel add-in for the cloud version of Sage Intelligence. We’d asked this […]
In our last tip, I showed you how to create a Consolidation Connection in the Connector module, which lets you combine data from different companies into a single report to obtain a holistic view of your organization. If you would like to review the tip, you can find it here. Once one is created, there […]
Assuming your business already uses an integrated software system, you will also need reporting or business intelligence tools that can extract, clean, and transform the data into a format that’s meaningful for users. New tools and technologies are emerging to make information come alive, including data visualization, process simulation, and predictive techniques. By taking advantage […]
Multiple users can effectively work on a spreadsheet by sharing it, and then collaborating on it. Edits can be made simultaneously by team members, thus having a continuously updated version of the spreadsheet available all the time. In this way, version control is enforced, and duplicate work is eliminated. Applies To: Microsoft® Excel® for Windows […]
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