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        Home Tips & Tricks Sage Intelligence Tips & Tricks Page 21

        Tips & Tricks

        Auto Email to a Distribution List

        Sep 27, 2010 marketingteam Leave a comment Sage Intelligence Tips & Tricks

        I am using the Add-in Auto emailing for my Alchemex reports, but would now like to email the reports to a distribution list. Is this possible? Currently Alchemex does not allow for sending to a distribution list but there is an easy way for you to send these reports to people in a distribution list. […]

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        Hiding your Source Data

        Aug 25, 2010 marketingteam Leave a comment Sage Intelligence Tips & Tricks

        I would like to hide the source or raw data in my final report.  Is this possible? Yes, you can hide the first sheet containing your raw data. Method In Report Manager, select your report. In the Properties window, click Show Advanced. Click Hide the Source Data in Report and click Apply. When running your […]

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        AlchemexPivot

        Aug 25, 2010 marketingteam Leave a comment Sage Intelligence Tips & Tricks

        I would like to create a Pivot to neaten my data but do not know Excel too well.  Is there an easy way within Alchemex to create a Pivot? Yes, you can use an Alchemex add-in to quickly create a Pivot. Method Run your report, in Excel select the Add-ins tab on the Ribbon, and […]

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        Parameters

        Jul 21, 2010 marketingteam Leave a comment Sage Intelligence Tips & Tricks

        My users are not always sure what they are selecting when asked for a Parameter.  Can I supply a description to the Parameter as guideline? Yes, you can add a short description to the Parameter field.  When the field gets populated the description will be replaced. Method 1. Add a Parameter to your report by […]

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        Adding a Lookup to a Pass Through Variable

        Jul 21, 2010 marketingteam Leave a comment Sage Intelligence Tips & Tricks

        I’ve added several Expressions to my container and could Lookup the values in the Report Manager. When I added a Pass through Variable though, I can no longer Lookup the values?  Can I add a Lookup to a Pass Through Variable? Yes you can, by allowing lookups in the Administrator module. Method 1. When adding […]

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        Renaming a Data Expression

        Jun 24, 2010 marketingteam Leave a comment Sage Intelligence Tips & Tricks

        Field names in databases are often difficult to interpret. Using user-friendly names enables you to understand the field’s contents more easily. For example we are unable to tell from the expression Name whether the expression refers to a customer name or salesman name. Changing the expression: Name to Customer Name makes the expression less ambiguous. 1. Click […]

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        Consolidations

        Jun 24, 2010 marketingteam Leave a comment Sage Intelligence Tips & Tricks

        Alchemex offers the facility to consolidate data across more than 1 company or database. To enable the report to prompt for connection information at run time and therefore give us a choice which database to run from, we need to modify the Alchemex Administrator module to be dynamic.  The connection properties need to be modified […]

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        Linking an Excel 2007 Template

        Apr 29, 2010 marketingteam Leave a comment Sage Intelligence Tips & Tricks

        To change an xlt (Excel 2003) template to an xltx (Excel 2007) template the following steps need to be followed. Run your existing Excel 2003 report out as normal in Excel 2007 Minimise Excel 2007 Go back to Report Manager and unlink the xlt template from the report by selecting the Unlink Template icon Confirm […]

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        Adding a company name to an account number

        Apr 28, 2010 marketingteam Leave a comment Sage Intelligence Tips & Tricks

        When consolidating multiple databases we sometimes need to be able to see which accounts belong to which Company dataset in our Income Statement and Balance Sheet. We do this by appending the Company name to the account number to ensure that each account number is unique. Amend the expression containing the account number simply by […]

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        Testing Reports

        Mar 19, 2010 marketingteam Leave a comment Sage Intelligence Tips & Tricks

        You created a collection of reports that are running on a specific database you would like to test the reports on different databases. 1. In this example I’m connecting to my “TEMPDB” Database.   2. I have a different database called “DEMODATA “and I would like to run the reports on this database. All the […]

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