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In a previous tip, we explained how you can easily remove duplicate rows from your data using the Remove Duplicates function. You can find it here. At times though, you may just want to highlight duplicate rows without actually deleting them. In this tip, we show you how you can do this using an Excel […]
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 […]
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 […]
Sorting data in alphabetical order or numerical order is helpful when you have large amounts of data in the PivotTable you created. Sorting lets you organize the data so it is easier to find the items you want to analyze. 1. Within the PivotTable, click a field in the row or column you want to […]
Shortcut keys are common in many software applications and can save you time by making common functions easy to perform. Sage Intelligence is no different, and several shortcuts are provided in both the Report Manager and Connector. They are as follows: CTRL + R In the Report Manager, selecting a report and pressing CTRL + […]
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 […]
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 […]
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 […]
Microsoft Excel offers you the ability to create and design a Hierarchy SmartArt Graphic. This is useful in showing a graphical representation of an organogram, organisation chart or any hierarchy structure. This example, explained below, will help you create your own hierarchy. Our example scenario is of a Report Store that contains reports created for […]
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 […]
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