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In Sage Intelligence, account balances are typically returned in their “natural format” from your Sage accounting or business management solution. In other words, credit accounts (with a credit balance) are shown as negative values and debit accounts (with a debit balance) are shown as positives values. However, in financial reporting, there are times when the […]
In part one of this blog, I posed a few key questions that probed into how you feel you make a difference in the world—as desk-job heroes—even though you have a corporate role and are in no way packing up to trek into the Andes and save mountain Lions. I loved reading the responses. Each […]
Over the past year we’ve created a number of financial and sales reports, allowing you to get a handle on the financial position of your business and be able to keep track of your creditors and debtors. We’ve made these reports freely available to you through our Report Utility. Below is an example of just […]
Even though most solo-entrepreneurs understand the benefits of business intelligence, they will probably never take advantage of it. They will assume they have neither the time nor the money to make use of business intelligence. But the field of business intelligence has changed over the years. It’s now cheaper and easier than ever for freelancers, […]
When designing reports in Sage Intelligence, you may create custom rows and columns that you might want to make use of in future reports. Sage Intelligence provides a convenient way to save these sets, making future report creation a breeze. In this tip, I’m going to show you how to work with the Quick Add […]
Learning your business intelligence solution doesn’t have to be as daunting as some may feel. Here’s the thing—you already know the benefits of business intelligence (BI). You know that good BI can provide valuable, and profitable, insights for your company. But, are you fully implementing your BI solution and taking advantage of all of its […]
Over the past couple of months, the Microsoft Power BI team has been hard at work making all kinds of changes. Some good and some seemingly bad. For this 3rd blog post, I will do my best to chat about what I love and not really love about Power BI—and of course, brag about Sage […]
Sage Intelligence Reporting Cloud provides convenience to you as it lets you work in whichever environment you’re most comfortable in. You can either choose to design reports in your browser through the Online Report Designer or in Excel—through the Excel Report Designer. When making use of the Excel Report Designer, there are a number of […]
If your data has a column of dates, you may want to subtotal dates by month and year. However, when using the Subtotal command, the desired result is not being achieved as it creates a subtotal for each day. You are welcome to download the workbook to practice. Applies To: Microsoft® Excel® for Windows 2010, […]
While trawling through the old files on my organization’s server recently, I stumbled across a 2008 report in which Forrester Wave for Enterprise Business Intelligence Platforms assessed 12 BI vendors/tools. While the report was incredibly interesting, I realized that it did not include Excel as one of the 12 solutions—which got me thinking: Can Excel […]
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