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When working with Sage Intelligence, you may feel the need to make changes to your reports using functionality that isn’t included online, like adding tables, charts, trendlines, etc. If this is you, then Sage Intelligence has you covered by allowing you to download and open your reports in Microsoft Excel, giving you access to standard […]
Not grasping why your system is returning an unexpected result can be a source of great frustration. If you suspect there could potentially be an issue with Sage Intelligence, try this quick troubleshooting technique. While Sage Intelligence is loaded on your screen, press F12 on your keyboard—this will open a console at the bottom or […]
In our last tip, we looked at the functionality of the different icons provided on the Report Manager menu ribbon. You can find this tip here. Now, we’re going to do the same for the Connector module. Take note that icons will activate / deactivate based on your selection in the object window. These icons are […]
With the new release of Sage Intelligence for Accounting, you’ll not only notice a fresh, new user interface that’s easy on the eyes, but also a redefined user experience that will help make your reporting solution even more intuitive and easy to use. But here’s the best part. We’ve also added a new Additional Reports […]
This report gives you a dynamic view of your top 5, 10, 15 and 20 customers—depending on your requirements. The first dashboard you’ll notice is a map chart, which opens up after you’ve entered your required from and to date. This map chart highlights the amount of Sales per Customer by Location. The size of the bubble indicates the […]
Sorting data in alphabetical order or numerical order is helpful when you have large amounts of data in the PivotTable you created. Sorting lets you organize the data so it is easier to find the items you want to analyze. 1. Within the PivotTable, click a field in the row or column you want to […]
This tip may seem basic, but with Microsoft continually adding value to its products—we just had to mention it. It’s lead by a repository of every icon imaginable (and maybe even a few that are unimaginable) that you may find useful, especially if you’re someone who likes your Excel workbooks to look a little more […]
In a previous tip, we showed you how you can navigate around a data list quickly using keyboard shortcuts. To view the tip, take a look here. By combining the same shortcuts with the Shift key, you can easily make selections in your data for editing purposes. Assume that you have a data list with […]
Let’s say you have a workbook containing sales over a two year period. You would now like to know what the average is for your top 5 sales values, as well as the value for your largest sale. In our example, which you are welcome to download here, we are using Column A for the […]
Being able to save your reports to PDF provides a convenient way to view and share them. Sage Intelligence provides two common ways that you can do this. These include; distributing a report as a PDF using the Distribution Options in Excel once a report has run out, and using the Generate Output File field […]
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