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  • How to enjoy more efficient report running with Sage Intelligence

    Sage Intelligence Tips & Tricks: How to enjoy more efficient report running with Sage Intelligence

    Sage Business Intelligence Blog team
    Sage Business Intelligence Blog team
    Have you ever wondered how you can set up your reports to pull data from the same day you run them, without having to manually change the Parameter values each time? Sage Intelligence System Variables make this possible and allows for more efficient ...
    • 21 Aug 2019
  • How to Extract a List of Named Ranges in Excel

    Excel Tips & Tricks: How to Extract a List of Named Ranges in Excel

    melentha
    melentha
    Named ranges are an essential feature in Microsoft® Excel®.  They are easy to use in formulas and can be used anywhere in a workbook. The trick comes in when you have to remember all the defined names you have created.  An easy way ...
    • 16 Aug 2019
  • 8 quick and easy shortcuts when using the Sage Intelligence Report Manager

    Sage Intelligence Tips & Tricks: 8 quick and easy shortcuts when using the Sage Intelligence Report Manager

    melentha
    melentha
    In the Report Manager there are several, helpful shortcuts you can use to simplify your use of it.  Below is a list of them and also where to find them.   To find this list go to the Report Manager, select the Help Tab and then select ...
    • 17 Jul 2019
  • How to create a simple financial dashboard in Excel

    Excel Tips & Tricks: How to create a simple financial dashboard in Excel

    melentha
    melentha
    When viewing numerical data in Excel, you may at some point want to represent this data visually. This gives you the ability to easily analyze large amounts of data. Charts and graphs also make your report look more professional and can even help whe...
    • 17 Jul 2019
  • How to create a multi column data validation list in Excel

    Excel Tips & Tricks: How to create a multi column data validation list in Excel

    melentha
    melentha
    When using a data validation list, only one column of data is displayed, but sometimes there is a requirement for additional columns to be displayed simultaneously.  The multi column data validation list gives you the ability to look up data usi...
    • 27 Jun 2019
  • Sage Intelligence Tips & Tricks: Part 3 of 3: Learn how to create a Management Pack in Sage 50cloud Intelligence

    melentha
    melentha
    We have come to the final part of this Sage Intelligence 3-part series! Let’s take a look at what we have been through so far. In Part 1, you learned how to get started in the cloud with Sage 50cloud Intelligence giving you insta...
    • 5 Jun 2019
  • Sage Intelligence Tips & Tricks: Part 3 of 3: Create and customize reports easily with the Financial Report Designer

    melentha
    melentha
    You’ve reached the final part of this Sage Intelligence 3-part series. Let’s recap what we have been through so far. In Part 1, you learned how to get started with Sage Intelligence Reporting so that you can have accurate a...
    • 5 Jun 2019
  • Sage Intelligence Tips & Tricks: Part 2 of 3: Learn how to customize your reports with Sage 50 Intelligence Reporting

    David Bryant
    David Bryant
    Welcome to Part 2 of this three-part series! In part 1 we showed you how to get started with Sage 50 Intelligence Reporting. You'll now discover how to easily customize your reports. Intelligence Reporting pulls real-time data from Sage 50 - and othe...
    • 22 May 2019
  • Sage Intelligence Tips & Tricks: Part 2 of 3: Learn how to customize your reports with Sage 50cloud Intelligence

    David Bryant
    David Bryant
    Welcome to Part 2 of this three-part series! In part 1 we showed you how to get started with Sage 50cloud Intelligence. You'll now discover how to easily customize your reports in the cloud. When working with Sage Intelligence reports in the cloud, ...
    • 22 May 2019
  • Excel Tips & Tricks: How to stop your Excel charts from disappearing

    Glynnis
    Glynnis
    Have you ever experienced your Excel charts disappearing when you hide the columns showing the data? By default, Microsoft  Excel  shows only visible data in a chart. In this tip, we will show you how to easily overcome this problem, by f...
    • 16 May 2019
  • Sage Intelligence Tips & Tricks: Part 1 of 3: Take a quick tour through Sage 50cloud Intelligence

    David Bryant
    David Bryant
    Discover how to get started with Sage 50cloud Intelligence Are you using Sage 50cloud? Did you know that Sage Intelligence is available through your Office 365 license at no additional cost?   This is how to get started: First up, let's make su...
    • 3 May 2019
  • Sage Intelligence Tips & Tricks: Part 1: Take a quick tour through Sage 50 Intelligence Reporting

    David Bryant
    David Bryant
    Welcome to the first of a three-part series where you'll discover how to get started with Sage 50 Intelligence Reporting (on-premise/desktop), so that you can easily manage your business financials. In this series, you'll learn how to get a handle o...
    • 3 May 2019
  • Sage Intelligence Tips & Tricks: How to use the new "Up to Period" filter in Sage Intelligence for Accounting

    Sage Employee
    Sage Employee
    Sage Intelligence now allows you to filter your report based on a fiscal period. No more cluttered reports, and no more redundant editing of report layouts to get your desired results! How Sage Intelligence determines Fiscal Periods Before we ...
    • 15 Apr 2019
  • Excel Tips & Tricks: How to automatically highlight specific data using a bar chart in Excel

    Glynnis
    Glynnis
    This Microsoft  Excel  tip will come in handy when you want to create a chart that will populate your data and highlight only specific parts of that data. Download the workbook to practise this exercise. In the example below, w...
    • 14 Apr 2019
  • Sage Intelligence Tips & Tricks: How to create and view your Management Packs in Sage 50cloud Intelligence

    Sage Employee
    Sage Employee
    financial report often needs to be consumed in conjunction with its fellow reports and by using a management pack, this allows for just that! With Sage Intelligence, you have the ability to create, edit and view these management packs. In this tip, ...
    • 15 Mar 2019
  • Excel Tips & Tricks: How to create a step chart in Excel

    Glynnis
    Glynnis
     A step chart shows changes that occur over irregular intervals. For example, it can show stock movement changes, interest rates, etc. A step chart  is the perfect alternative to a line chart as it displays the trend as well as the tim...
    • 12 Mar 2019
  • Sage Intelligence Tips & Tricks: Create your own reports and customize the way you view your data with Sage Intelligence

    Sandra Smith
    Sandra Smith
    This Sage Intelligence tip is focused on Sage Business Cloud Accounting. There are many decisions that need to be made in a business and basing these decisions on accurate data will help to make more informed decisions. Without data most businesses ...
    • 15 Feb 2019
  • Excel Tips & Tricks: How to format a chart in Excel to dynamically show its maximum value

    Peter Scully
    Peter Scully
    Data visualisation is fast becoming the norm for effective business intelligence. Having visuals that tell the right story at a glance go a long way in achieving this. Microsoft  Excel  provides you with a multitude of ways to enhance the...
    • 14 Feb 2019
  • Sage Intelligence Tips & Tricks: Get to the heart of your business with Sage Intelligence

    Peter Scully
    Peter Scully
    This tip is focused on Sage Intelligence for Accounting. With the daily activity and pressure of running a business, it can be difficult to keep track of your business health. Reporting gives you a sense of your numbers, but it often doesn't provide...
    • 14 Jan 2019
  • Excel Tips & Tricks: Our Top 5 Excel tips of 2018

    Melentha M
    Melentha M
    These Microsoft   Excel   tips and tricks are the top performing tips of 2018, and have raked up a combined viewership of over 200 000. Without further ado, here they are, the Top 5 Excel tips and tricks of 2018.  How to con...
    • 10 Jan 2019
  • Sage Intelligence Tips & Tricks: Gain added flexibility by downloading your Sage Intelligence reports to Excel

    Peter Scully
    Peter Scully
    When working with Sage Intelligence, you may feel the need to make changes to your reports using functionality that isn't included online, like adding tables, charts, trendlines, etc.   If this is you, then Sage Intelligence has you covered by a...
    • 19 Sep 2018
  • Sage Intelligence Tips & Tricks: Learn the various Connector menu ribbon functions

    Jess
    Jess
    In our last tip, we looked at the functionality of the different icons provided on the Report Manager menu ribbon. You can find this tip  here. Now, we're going to do the same for the Connector module. Take note that icons will activate / dea...
    • 11 Sep 2018
  • Sage Intelligence Tips & Tricks: Sage Intelligence troubleshooting tip

    Mathew Love
    Mathew Love
    Not grasping why your system is returning an unexpected result can be a source of great frustration. If you suspect there could potentially be an issue with Sage Intelligence, try this quick troubleshooting technique. While Sage Intelligence is load...
    • 11 Sep 2018
  • Excel Tips & Tricks: Learn how to identify duplicate rows in your data

    Peter Scully
    Peter Scully
    In a previous tip, we explained how you can easily remove duplicate rows from your data using the Remove Duplicates function.   You can find it here.   At times though, you may just want to highlight duplicate rows without actually deleting...
    • 28 Aug 2018
  • Excel Tips & Tricks: How to create a linked dashboard (or landing page) for your Excel workbook

    David Bryant
    David Bryant
    Have you ever had the pleasure (or displeasure) of working with an extra large Excel workbook with many, many different sheets? This happens frequently, especially if you are working with a large amount of data that needs to be analyzed periodically....
    • 21 Aug 2018
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