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Did you know that whether you are using a standard or a customised Sage Intelligence report, you’re free to add additional fields to it in the Sage Intelligence Report Manager? There are a couple of reasons why you might want to do this. For example, perhaps the report doesn’t have a particular field you want […]
Conditional formatting is an effective Microsoft Excel feature that allows you to highlight important information, for example; the ability to find duplicate values within your spreadsheet. You can create your own rule by applying conditional formatting to individual cells or a range of cells. When you have selected the data you want to format, you […]
Monitoring budgets can be quite stressful and may often involve the use of formulas. Instead of complicated formulas, you can use custom formats within Microsoft Excel to easily determine if you are over or under budget. All it takes are a few steps, which we explain below, and you can easily monitor your budget. You’re […]
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 […]
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 […]
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 […]
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 […]
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