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When you use the Sage Intelligence Report Manager module, you will see an array of icons on the menu ribbon. Here is a quick tip on their functionality. Take note that icons will activate / deactivate based on your selection in the object window. These icons are available on software using Sage Intelligence Core 7.3 […]
In our example workbook, we’re working with Date, Value In and Value Out fields. We need to create a Pivot Table that will also display the variance per month, as well as a running total of the variance for the year. In this tip, we show you how to do this. First up; select your […]
Having descriptive headings in a report can make it easier to comprehend. For example, having month names instead of period values for column titles can make it easier to determine the data a column refers to. Sage Intelligence now makes this possible in a dynamic way through Column Variables. This tip applies to: Sage Business […]
This tip is useful when you want to replace or find text using Wildcards, e.g. if you have a column where you would like to replace everything after the space character with text. What are Wildcards? Wildcards are characters that are used to represent one or more characters. The following wildcard characters can be used […]
Being able to check if the components of a report are functioning as expected while working with them can help provide a smooth workflow and save time dealing with problems later in the report creation process. Also, if you do come across errors in a report, being able to test its components easily allows for […]
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 […]
Are you familiar with Microsoft Power BI? Did you know that in addition to Excel, Power BI can be used with Sage Intelligence to provide attractive and interactive depictions of your data? A key benefit of this is being able to keep track of key performance indicators while on the go. If this appeals 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 […]
Having a meaningful title for a report can help make its intention clear. For example, being able to add a date to a report name allows you to tell at a glance what information the report is referring to, and having this work dynamically is an obvious convenience. Sage Intelligence has now made this possible […]
Shortcut keys are common in many software applications and can save you time by making common functions easy to perform. Sage Intelligence is no different, and several shortcuts are provided in both the Report Manager and Connector. They are as follows: CTRL + R In the Report Manager, selecting a report and pressing CTRL + […]
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