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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 […]
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 […]
To create insightful and highly customizable reports, Sage Intelligence provides you with the ability to add calculated columns and rows to your reports. These can be used to calculate, for example, variances, totals and other indicators at account and account category level, or based on your columns. The below provides and explanation of the different […]
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 […]
You can quickly view or compare two or more worksheets in the same workbook, or in different workbooks, by viewing them side by side. You can also arrange multiple worksheets to view them all at the same time. In this tip, I show you how. Applies To: Microsoft® Excel® for Windows 2010, 2013, and 2016. […]
Sage Intelligence allows you to report on data from different companies in a single report to obtain a holistic view of your organization and allow you to carry out more detailed comparative analysis. The primary way to do this is through a Consolidation Report that uses a Consolidation Connection. Once a Consolidation Connection has been […]
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