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Conditional formatting is an effective Microsoft Excel feature that allows you to highlight important information, for example; the ability to find duplicate values within your spreadsheet. You can create your own rule by applying conditional formatting to individual cells or a range of cells. When you have selected the data you want to format, you […]
No matter what time of day it is, it’s never a good time for Sage Intelligence errors. What can you do to resolve these errors on your own? And, what can you do next? Sage Intelligence has made it possible to triage these issues, and if you can’t figure it out on your own—you can […]
In a previous tip, we showed you how to set up a PivotTable using PowerPivot. You’re now going to learn how you can easily calculate Sales Tax/ VAT using the Measures feature in the PowerPivot tab. If you’re the business’s accountant, you may want to analyze the Sales Tax/ VAT that will be paid on the products […]
Monitoring budgets can be quite stressful and may often involve the use of formulas. Instead of complicated formulas, you can use custom formats within Microsoft Excel to easily determine if you are over or under budget. All it takes are a few steps, which we explain below, and you can easily monitor your budget. You’re […]
Did you know that in Sage Intelligence you can design a report in one company and view that same report in a different company? That’s right, just as long as those companies carry the same account structure, you can share your report. This report will go through the following process: Designed in one company Exported […]
Have you ever run out a report only to find the need to change the sorting of a specific field once the output is in Excel? This can be quite taxing, especially if you run multiple reports with a lot of data on a regular basis, and if you need to sort multiple columns on […]
In our last tip, we showed you how to save a copy of your Excel workbook to file when running a report. If you’d like to catch up on it, then take a look here. Did you know that in addition to saving your reports in an Excel format, you have the option to run […]
Apart from just running out a report, Sage Intelligence allows you to automatically save the generated workbook to a file during run-time. This is useful, for example, if you run a monthly sales report that needs to be saved to a central location for others to view. In this tip, I’m going to show you […]
For quick access to related information in another file, workbook or on a web page, you can insert a hyperlink in a Microsoft® Excel® worksheet cell. You can also insert hyperlinks in specific chart elements or images. If you struggle to navigate to various worksheets in a large workbook, then hyperlinks may be your solution. […]
To create insightful and highly customizable reports, Sage Intelligence provides you with the ability to add calculated columns and rows to your reports. These can be used to calculate, for example, variances, totals and other indicators at account and account category level, or based on your columns. The below provides and explanation of the different […]
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