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Have you ever felt the need to effortlessly switch the date ranges within your Pivot Table in Excel? Have you ever wanted to view the data for just one specific time-frame without having to apply a logical filter all the time? When is the last time you were able to get your Pivot Table to […]
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 […]
You may have reports that you don’t run out often, if at all. A common example is the sub-reports of a union report, and you only ever run out the union report. Having these additional reports in your Report Manager may be necessary but can clutter up your folders. Fortunately, the Report Manager gives you […]
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 […]
Sometimes, large Microsoft Excel workbooks can be slow and inefficient—which could cause frustration. To reduce the size of a workbook, consider replacing several formulas with a single array formula. Array formulas can perform multiple calculations and they also ensure consistency, which can lead to greater accuracy. Furthermore, array formulas provide for more security, since a […]
Microsoft Excel offers you the ability to create and design a Hierarchy SmartArt Graphic. This is useful in showing a graphical representation of an organogram, organisation chart or any hierarchy structure. This example, explained below, will help you create your own hierarchy. Our example scenario is of a Report Store that contains reports created for […]
Sage Intelligence provides you with several standard reports that are displayed under the Standard Reports page as soon as you open the application. They provide you with necessary, ready-to-use value right off the bat. To ensure that you always have an original instance of these reports, they cannot be edited or deleted in their original […]
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 […]
Have you ever used the VLOOKUP formula with the approximate match in Excel? By using this formula, you’re able to extract the correct trade discount percentage based on the quantity of a specific item purchased. In this tip, we demonstrate how to set this up. If TRUE or 1 is specified in the Range_lookup argument text […]
Do you need to future-proof your business? The Excel Forecast sheet may be the right tool for you! The Forecast sheet allows you to take your historical business data (sales, cash flow, etc.) and create more accurate forecasts for the future. You are welcome to download the workbook to practice! 1. To create a Forecast […]
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