• Can't Reset User's Password in SEI

    Received a request from a user that he could no longer access his account nor reset his password. Upon attempting to reset the password myself, I received the error message below: "Cannot reset password for an active directory user" I believe the…
  • embed Sage Enterprise Intelligence (SEI) into your Sage X3

    Hi Team, I have created a new dashboard to display the SEI data charts in X3. I'm using Chrome browser, i refer this article to fix the issue but it doesn't work. https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId…
  • Graph of quantity ordered

    Anyone know how automatically show only the last 30 days data?
  • Calculated Column Total

    Anyone know how to prevent a calculated column total? Would it be better to add the column in Design Process? Version 8 here.
  • Top 100 Customers

    Hi all! Trying to build a worksheet for top 100 customer revenue YTD. I have the customer name as a group and the measures as columns. Any idea on how to get it to sort descending on revenue instead only at the group?
  • Struggling to tie Lot # to Delivery Data

    Hello, It feels like I'm overlooking something simple, because tying lot numbers to our delivery records should be fairly straightforward. When I pull up a sample delivery record in Sage X3, I can select Stock lot and see which Lot number were included…
  • How to setup SAML2 in SEI

    Hi, Please can someone guide me to setup SAML2 in SEI. Also, after we complete the installation would we be able to login with admin user without using SAML2.
  • Y Axis Formatting

    Newbie here. I have a graph built but the labels aren't incrementing the way Id like. It's defaulting by 50,000 but I'd like to increment by 10,000.
  • Organize favorites

    I've created a new folder in Favorites. How do I move what's already there into the new folder?
  • Daylight Savings Time shifted Scheduled Reports in SEI

    Hello, As the title suggests, my business' reports are now being sent out an hour earlier than they should due to DST. When looking at the admin guide in SEI, it suggests I set a Time Zone for the scheduled job. However, as you can see below the option…
  • SEI V9 BP Supplier Invoice Process

    In prior versions of SEI for X3, I could create a new process using the PINVOICE table and BPSINVLIG and BPSINVLIGA tables to see the details of BP supplier invoices. Version 9 of SEI does not include the BPSINVLIG and BPSINVLIGA tables. Any ideas on…
  • SEI View stuck in Pre-Fetching Data

    What would cause SEI to not populate the data in a view and just be stuck on "Pre-Fetching"? I've also noticed scheduled reports aren't being sent out either, so I'm guessing it's a connection problem.
  • For Pivots, why is the grouping and data staggered?

    I'm trying to automate reporting for my organization. However when utilizing SEI's pivot function, it staggers the groups from the data itself making the data useless upon exporting to Excel. I'm hoping there's some setting where I can have a more traditional…
  • Copying a View in SEI

    Is it possible? I can copy a process, but not a view?
  • Create a view using week numbers

    Good Morning I have a customer using SEI for Sage x3 (multi-tenant cloud) and still on V8 of SEI. They need to see financial data by week number. Is there a way to add a week number into a process so we can view the data by week instead of just fiscal…
  • Expand only one row and save that way

    Newbie here. How does one save a worksheet where just one row is expanded not all?
  • Fiscal vs Calendar

    Is there a way to use fiscal periods rather than calendar periods when looking at invoice information?
  • Process Restrictions when a User is in 2 Groups

    I have a userZ in groupA and groupB and I can't get the 'OR' to function when a process restriction is set for both groups. GroupA should only see data for Dimension1 and GroupB should only see data for Dimension2. I want user Z to be able to be able…
  • SEI Test Install

    Hello All, I am working on setting up a test instance of SEI in my environment following the instructions in the book. I have gotten the databases moved, and the central point moved and shared. Next I installed the components, but when I go into the…
  • Feature Request: Scheduler to suppress emails when restrictions result in no data

    Hi, My first time posting something here, so I apologize if this is the wrong place for this. Here is the situation. We are using SEI version 8.2.7. When using the scheduler to email out reports, we have a report with multiple users, each with different…
  • Difference between the Finance and UDM in SEI?

    I would like to know the difference between UDM and normal Finance process,dashboard and reports?
  • Joining Tables with Mismatched Data Types

    I am trying to create view that shows the number of PO receipts per day. The process owner has requested to see days where no receipts were performed in the data. Since there is no data for those days, it is not represented. I tried pulling in the ZCALENDAR…
  • Installed SEI Excel Plug and can no longer import data?

    FormerMember
    FormerMember
    Hi, I installed the SEI Excel plugin and now when I go to Data>Get Data> and then try to import data form a file I get an error that states: "Excel can't complete this action because of the error below: Query features cannot be used because of…
  • SEI Year selection

    Hi, After installing template for Sage X3 on SEI, our customer try to select year in popup filter but list is empty. Is there a script or action available on administration to populate this list ? I try to add manually one record on the ZCALENDAR…
  • Issue Embedding SEI Dashboard into a Sage X3 Home Page.

    I have an SEI Dashboard that I have embedded into a Sage X3 Home Page by creating a Menu item (Gadget). The problem I am having is that the SEI server is refusing the connection when the URL is executed. I'm assuming SEI is looking for credentials but…