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You may be aware that Sage Intelligence allows you to connect to any ODBC compliance data source, meaning that you can access and report on information from just about anywhere in your organisation. Included is the ability to use Microsoft Excel as a data source, which is useful in cases where your business management or […]
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 […]
In Sage Intelligence, account balances are typically returned in their “natural format” from your Sage accounting or business management solution. In other words, credit accounts (with a credit balance) are shown as negative values and debit accounts (with a debit balance) are shown as positives values. However, in financial reporting, there are times when the […]
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 […]
When using the SUMIF function between workbooks, you may get a VALUE error if the source workbook is not open. This behavior occurs when the formula that contains the SUMIF, COUNTIF, or COUNTBLANK function refers to cells in a closed workbook. To work around this, use a combination of the SUM and IF functions together […]
Sometimes converting negative values to positive values can be time-consuming. This tip allows you to quickly convert a range of negative values into positive values, without having to edit each cell. Applies To: Microsoft® Excel® for Windows 2010, 2013, and 2016. 1. In a blank cell, enter the value -1. 2. Select the cell with […]
Do you want to create your own operational report and analyze it according to your specific reporting needs from Accounting International? Sage Intelligence Reporting & Microsoft Excel make this easy and quick to do. Applies to: Accounting International, Microsoft Excel 2013 & 2016 How do I do this? 1. Download one of the standard Intelligence […]
Do you want to consolidate, bring together and analyze different kinds of data in one report? You may want to view your financial, payroll and payments information in a single dashboard. Currently, you may be spending a large amount of time reviewing these different reports to be able to draw a final conclusion. In Sage […]
Keyhole visibility is a concept that is familiar to many Small & Medium Businesses (SMBs). This type of business visibility is equivalent to trying to see what’s happening in a room by looking through the keyhole of a door. Likewise, with a narrow view of your business, you are forced to make critical decisions with […]
A friend and colleague approached me to ask that I write a blog entry on management, and how I manage my team; the techniques and tricks that I employ that help me get the job done. Initially, I was quite apprehensive as to how to go about analyzing what I do and then formulating catchy, […]
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