The NPER Function allows you to calculate the number of periods that make up the life of a loan or investment. So, If you have a loan with a constant repayment plan and a constant interest rate, the NPER function will tell you exactly how long it will take you to repay the full loan […]
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Tips & Tricks
Sage Intelligence: Report Timeouts
There are various types of Timeouts that can occur during data extraction phase of a report generation. The three most common that can affect the execution of a report and troubleshooting options are described below: Connection Timeout – This occurs when Sage Intelligence cannot connect to the Database System in good time. By default Sage […]
Sage Intelligence Connector Module: Testing Containers
There are 2 options to test the Containers in the Sage Intelligence Connector Module, before using the Container to build a Report. Sample Data Check/Test Sample Data The Sample Data icon enables a sample of data to be viewed from a source Container in the Sage Intelligence Connector Data Screen. The sample includes 50 Rows […]
Sage Intelligence Connector Module: Containers
Using the Connector, data is made available through the addition of data Containers and relevant expressions. The source of the underlying data can be a SQL Query, Table, a View, a Stored Procedure or a user defined SQL Join or Graphical Join. To display the properties of your data Container, select the data Container in […]
Sage Intelligence Connector: Adding New Connections
A Data Connection holds the relevant connection information to connect to a supported ODBC or OLEDB compliant data source. This data connection object is then used for all connections to this data source. By adding a data connection the Connector can make data available from this data source. To add a new data connection, double-click […]
Distribution Settings
Email is the most popular distribution channel. By default, your Microsoft Outlook profile settings will be used by Sage Intelligence to send emailed reports automatically, however, if this is not preferable, or you do not have Microsoft Outlook installed, an Exchange or SMTP Server may be specified. These details will have to be obtained by your […]
Report Distribution via Email
Distribution Settings Email is the most popular distribution channel. By default, your Microsoft Outlook profile settings will be used by Sage Intelligence to send emailed reports automatically, however, if this is not preferable, or you do not have Microsoft Outlook installed, an Exchange or SMTP Server may be specified. These details will have to be obtained […]
Selecting Distribution Instructions
In order to distribute a report once the distribution instructions have been set up, you need to link the instructions to the report and select the worksheets which the instructions must apply to. To Select Distribution Instructions, do the following: Run the relevant report from Sage Intelligence Report Manager In Microsoft Excel, click the BI […]
Top 5 Sage Intelligence Tips & Tricks of 2012
This is a list of the top 5 Sage Intelligence Tips & Tricks of 2012 based on number of views by you! This list is made up of the Sage Intelligence tips which you and our other readers found the most interesting & useful in 2012. 1. TRANSPOSE function Allows you to change the orientation […]
Standard Report Designer Mapping
The Current Financial Report Designer ships with pre-defined Row Reporting Groups. These Reporting Groups are defined as per your ERP or Accounting software Financial Categories. The default or standard Report Designer layouts within the Report require these pre-defined Mappings to be setup, as they are specific to the General Ledger. The below screen illustrates an […]
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