Do you have an Excel management pack with multiple worksheets and would like to save it as a PDF for convenient viewing and sharing? In this tip, I’m going to show you how easy this is to do. You have three options for this, but before continuing, there are a few things to take note […]
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Learn how to flag missing accounts in your Sage Intelligence Financial Report Designer report layouts
Depending on your Sage business solution, you may or may not have the Missing Accounts feature in your Financial Report Designer report. Even if you have this functionality, you are still not automatically alerted that account level detail may be missing from your layout. In this tip, I’m going to share a way to identify […]
Learn how to extract more than one column of data with a single VLOOKUP formula in Excel
It’s been well over 10 years since I started training Microsoft Excel to corporate clients. During training sessions, delegates would usually ask questions on how they can use Excel to help them become more effective in their work. Last week, a financial manager asked me how she could easily look up more than one field of data […]
How to calculate the average useful life of assets
To complete an analytical review of the depreciation of your company’s assets, you can calculate the average useful life of these assets. The average useful life, which is a measure of conditional central tendency, can be calculated using the AVERAGEIF function. Central tendency is the middle value or a typical value within a data set. […]
How to effectively use custom number formatting to display your + or – values
In order to effectively analyze data, custom number formatting can be applied to your Microsoft Excel spreadsheet. Custom number formatting is used to easily identify values based on a set criteria. In a large Excel spreadsheet, you can easily highlight all negative or positive values by using custom number formatting. In this example, we are going to […]
Additional Sage Intelligence reports to boost your business
How would you like constant access to a library of additional reports? The Sage Intelligence Report Utility allows you to select the reports you like and automatically imports them into your Report Manager. All you need to do is download and install the Report Utility, select the reports you want, and click the Download button. […]
3 Easy steps to hide zero values in Excel
To have neat looking reports in Microsoft Excel, you may decide that you want to hide zero values. In this tip, we explain how to hide zero values for selected cells by using the custom number format. The hidden zero values appear in the formula bar when a cell is selected. Values that change to […]
Understanding date formats in Sage Intelligence
If you’re a user of the Sage Intelligence Connector Module, you’ll know that the Connector maintains the links between your Sage Intelligence reports and your Sage Business Management Solution data sources. Different database systems store and recognise dates in different formats, and Sage Intelligence attempts to hide this detail from you by translating dates at […]
3 Easy steps to help you complete a cash flow template
In order to correctly show the movement and management of cash within a business, accountants use a cash flow statement. This statement will display a business’s money coming in from ‘cash receipts’ and where it has paid money out, ‘cash paid’. The cash flow statement is a standard financial statement and is frequently used in […]
The business mindfulness series: Part 1 – New beginnings
I recently became a parent. For those who have gone through this experience, you’ll know it’s an emotional one, and the way you view the world changes. Even if that change is only because you are viewing it through half-closed eyes because of a lack of sleep. For those that don’t have children, the experience […]
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