When developing a template, it is recommended to do so using Excel 2003 and to link the template back as an .xlt file.  This will ensure that the template is compatible on all versions of Excel.  However if you want to use Sparkline’s and slicers in your reports you need to make you templates Excel […]

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Comparison methods are used with Filters and Parameters to refine or limit the rows that are returned to a report in Microsoft Excel. 1.  Add your Parameter/Filter to the Report in the Report Manager 2.  Go to the Parameter/Filter Tab and select the Add Button 3.  Select the Parameter/Filter Field to use. For Example: (CustomerName) […]

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If you have multiple companies, you can customize a report for a specific company or set of companies and use scoping to restrict the report to being available only when you are logged onto one of those companies. Use Manage Object Scope on the Tools or right-click menu for the Home element to specify the […]

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System Variables can be used with Parameters and Filters to dynamically determine a comparison Value at report Run Time. An example of this is where a report is run and expected to return data for the current day. In this example a Filter could be set on the report for a Date field and the […]

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When using Sage Intelligence, it might be necessary to protect the Microsoft Excel file from being edited by unauthorized persons. In Sage Intelligence Report Manager, select the relevant report Under Properties, select Show Advanced Select Protect The Output Book Select Apply 4.  As soon as it is applied, a field called Output Book Protection Password […]

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The Sage Intelligence Report Scheduling function allows the automated, interval-specified export and creation of report files with the assistance of the standard Windows Scheduler.  This functionality is ideal when specific scheduled reports need to be either available on a specific network location, printed, e-mailed or even HTML published in a specified location, at regular defined […]

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PRE-REQUISITES Prior to developing a template it is recommend that a comprehensive requirement document be completed in addition to the following: Completion of Connector, Advanced & Basic Intelligence Training.  Completion of the Excel on Steroids training. Adequate sample data. SQL knowledge is recommended for Connector tool usage. A sufficient Data Dictionary of the database being […]

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You can copy and paste a report, at any stage, in the Report Manager.  These functions are useful in Sage Intelligence Reporting because all the Master reports are locked and you need to make a copy of these master reports. Use the copy, paste and renaming methods to create new reports from an existing report and therefore not […]

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Question:   I have made several changes and customized the original Sales report that shipped with my Alchemex Software.   Is there any way I can get hold of the original sales report? Answer: Yes, you can download the standard Alchemex report from the report download community.  You will need your Alchemex software password to do […]

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 When using a PivotTable in the template file take the following into account: PivotTable Limitations – ensure that you do not display too many row fields that could cause the pivot table limitation to be reached. Use report filter/page fields where necessary to further summarise data. When pivoting data from a source data sheet where […]

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