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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 […]
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 […]
For quick access to related information in another file, workbook or on a web page, you can insert a hyperlink in a Microsoft® Excel® worksheet cell. You can also insert hyperlinks in specific chart elements or images. If you struggle to navigate to various worksheets in a large workbook, then hyperlinks may be your 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 […]
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. […]
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 […]
Instead of displaying values, you can actually display formulas as a way of reviewing the spreadsheet. In this tip, we explain how that can be done. You are welcome to download the workbook to practice. Applies To: Microsoft® Excel® for Windows 2010, 2013, and 2016. To show all formulas in a worksheet, hold down the Ctrl […]
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 […]
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