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Sometimes when working in Excel, you may want to compare two versions of a workbook to see what was changed. It could be an issue such as totals that are manually entered instead of formula calculated that you want to check. You can use Microsoft Spreadsheet Compare to run a report on the differences, and […]
In financial reporting, it is common to refer to years other than the current one, for example; in an Actual vs Prior Income Statement (or Profit and Loss report). Sage Intelligence gives you several options to determine the year that you would like your columns to refer to when designing reports in the Online Report […]
Reporting Trees is a feature of the Financial Report Designer, and allows you to model organisational hierarchies based on the structure of your business. You can then filter your layouts by the different units in your trees to view your data in ways that make sense to you. Sage Intelligence makes use of wildcards to […]
When creating a pie chart and adding data labels to the slices, the wording can sometimes split into two lines—giving you wrapped data labels that aren’t visually appealing. In the below example, Administration has been split into two words, each on a separate line. The labels are wrapped and the results appear incorrectly. Applies To: […]
When designing reports in Sage Intelligence, you may create custom rows and columns that you might want to make use of in future reports. Sage Intelligence provides a convenient way to save these sets, making future report creation a breeze. In this tip, I’m going to show you how to work with the Quick Add […]
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 […]
This tip shows you how to generate a barcode in Excel that will enable you to track stock, sales, purchases or fixed assets. Applies To: Microsoft® Excel® for Windows 2010, 2013, and 2016. Excel has no built-in functionality to generate a barcode. However, this is easily achievable by simply downloading and installing a font. This tip […]
Sage Intelligence gives you a lot of value out-the-box, through the ready-to-use reports provided in the Report Manager and the free reports that you can access via the Report Utility. If these aren’t exactly what you’re looking for then you also have the ability to tweak them to suit your needs or build your own […]
When creating Pivot Charts from PivotTables, the PivotTable fields will be displayed on the chart. In this tip, you’ll learn how to quickly hide them so that your report looks neater. Applies To: Microsoft® Excel® for Windows 2010, 2013, and 2016. You are welcome to download the workbook to practice this short, helpful tip. To remove […]
If you have ever had problems sorting, filtering, or manipulating data in a Microsoft® Excel® workbook, and realized that it was caused by stubborn leading spaces in the cells, this tip will show you how to remove spaces quickly the next time. If you’re wondering what causes the spaces, there are two possibilities: You may […]
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