Once you know how to create your own customized reports, using the Sage Intelligence Report Designer and Microsoft® Excel®, you have the power to analyze any aspect of your financials! At the core of this is knowing how to add and edit Sage Intelligence formulas in a report. In this tip, I’ll show you the various methods you have to do this, allowing you to work in the way that is most convenient to you.
Applies to: Sage Intelligence Reporting on-premise solutions.
There are two ways to add formulas to your Excel worksheet using the Report Designer. You can either drag-and-drop the formula from the Task Pane onto your worksheet, or you can type the formula name directly into a cell (the same as you would an Excel formula). These two points are explained further as follows:
- Select the desired formula from the Task Pane. Drag and drop the formula onto your Microsoft® Excel® worksheet, to the cell you would like to see the result in.
- Type the formula name directly into the cell. As soon as you type =GL you will see a selection of Sage Intelligence formulas to choose from.
Tip: If you would like to see the full list of Sage Intelligence formulas that are available to you, take a look at the Formulas tab on the Task Pane.
Once you have added the formula you would like to use, you’ll need to update its parameters so that it returns the right data. There are two ways to edit formulas, either using the Function Arguments (fx) window or by typing directly in the formula bar. Take a look at the below two points for a further explanation.
- The Function Arguments window can be accessed by clicking on the cell containing a formula and then clicking the fx button next to the formula bar.
Take note that if there is more than one formula in a cell, for example, two are added together, you can open the Function Arguments for a particular one by selecting it in the formula bar and then clicking the fx button.
The formula parameters provided in the Function Arguments window will be used to specify what data is retrieved by the formula. Each parameter works as a filter on the underlying financial data and they are applied in the order that they are displayed.
- Formulas can also be edited manually if you are familiar with the format of a particular one. Select the cell which contains the formula and then click on the formula bar and make your changes.
Knowing how to conveniently edit Sage Intelligence formulas will help make report writing a breeze. Also, becoming familiar with other functionality like absolute and relative referencing and Excel’s autofill feature will also add to this ability.
Want to learn more about Sage Intelligence and discover how you can make the most of your smart reporting solution? Why not check out our upcoming webcasts and explore various features that can help you become a reporting pro!