Posts Tagged ‘Sage Intelligence Excel’

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DASHBOARD ANALYSIS FOR AR – free download

October 10, 2010

For those who have clients without the Operations Suite installed, I know what it feels like to run the Dashboard Analysis Report in Sage Accpac Intelligence and receive that dreaded error message about there being no Order Entry tables. I have amended the standard Dashboard Analysis Report and the output looks like this:

DashboardAR

DashboardAR

This report can do with some improvement but at least it gives you the chance to show your clients the dashboard on their data.

To enable such clients to use the dashboard, download the report below and import it into SAI.

DASHBOARD_AR (MS SQL)

As usual, to import a report, the receiving system requires a second Report Manager license and/or a Connector module license. I recommend the following steps for use:

  • Click the link above to download the file
  • In the Report Manager, right click on an existing folder and select the ‘import report’ menu option
  • Browse to the file, select it and choose positive answers to all questions

The report is now ready for use in the folder to which it was imported.

Contact Craig if you wish to include drill-down features for Customers, Items, Account-Sets and GL Accounts.

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EVALUATING COMPLEX FORMULAS

October 5, 2010

We have all received a formula from a colleague trying to be smart and found it difficult to understand the make-up thereof. Excel provides a tool to evaluate the results and make-up of a formula in the form of the ‘evaluate formula’ button in the ‘formulas’ tab in the ribbon. With the cell selected, click the ‘evaluate formula’ button and then click the ‘evaluate..’ button multiple times. Each time it is clicked the next parameter in the formula/function is evaluated.

 

Evaluate Formula

Evaluate Formula

 

This is a very useful feature for understanding a complex formulas and for troubleshooting such formulas.

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NEW IN SUMMARY – EXCEL 2010

September 8, 2010

The following is a list of features new to Excel 2010 and which will be explored in future blog posts:

  • 64-bit version
  • Sparkline charts (very groovy)
  • Slicer (new tool in Pivot Tables)
  • Office button changes including an ‘Office Backstage’ screen
  • Conditional formatting enhancements
  • Image-editing enhancements
  • Screen capture tool (for inserting images)
  • Paste Preview (before committing the paste)
  • Ribbon customization (after much anticipation)
  • Calculation engine efficiencies
  • VBA Enhancements

Craig Juta, Excel Trainer