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Tips & Tricks
Additional Sage Intelligence reports to boost your business
How would you like constant access to a library of additional reports? The Sage Intelligence Report Utility allows you to select the reports you like and automatically imports them into your Report Manager. All you need to do is download and install the Report Utility, select the reports you want, and click the Download button. […]
3 Easy steps to hide zero values in Excel
To have neat looking reports in Microsoft Excel, you may decide that you want to hide zero values. In this tip, we explain how to hide zero values for selected cells by using the custom number format. The hidden zero values appear in the formula bar when a cell is selected. Values that change to […]
How to compare and merge a shared workbook in Excel
Sometimes when working in Excel and collaborating with your colleagues on a single document, you may wonder to yourself; how can I compare and merge a shared workbook? The answer is simple! You can do this by using the Compare and Merge Workbooks command (this command will have to be added to the quick access […]
Understanding date formats in Sage Intelligence
If you’re a user of the Sage Intelligence Connector Module, you’ll know that the Connector maintains the links between your Sage Intelligence reports and your Sage Business Management Solution data sources. Different database systems store and recognise dates in different formats, and Sage Intelligence attempts to hide this detail from you by translating dates at […]
3 Easy steps to help you complete a cash flow template
In order to correctly show the movement and management of cash within a business, accountants use a cash flow statement. This statement will display a business’s money coming in from ‘cash receipts’ and where it has paid money out, ‘cash paid’. The cash flow statement is a standard financial statement and is frequently used in […]
Learn how to forecast with scenarios using what-if analysis tools in Excel
The Scenario Manager is a feature in what-if analysis and you can use this to enhance your forecasting in Microsoft® Excel®. A scenario is a set of values that Excel saves and can automatically substitute in specific cells on a worksheet. You can create and save different groups of values on a worksheet, and then […]
Learn how to use the Quick Create Report feature in Sage Intelligence
If you want to create a report quickly or you’re not sure how to design one from scratch, the Quick Create Report feature in Sage Intelligence is very easy to use. By simply selecting a set of pre-defined columns and rows, you’re able to set up a financial report in a matter of seconds. Then, […]
Learn how to add additional fields to a report
Did you know that whether you are using a standard or a customised Sage Intelligence report, you’re free to add additional fields to it in the Sage Intelligence Report Manager? There are a couple of reasons why you might want to do this. For example, perhaps the report doesn’t have a particular field you want […]
Quickly split data into two or more columns in Excel
If you ever need to split data from one column in your Microsoft Excel worksheet into two or more columns, you can use the LEFT, MID and RIGHT Text functions. The LEFT function returns the first character or characters in a text string, based on the number of characters you specify. The MID function returns a specific […]
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