Using the Ribbon There are many useful buttons on the ribbon for Report Manager along with the shortcut menu (also known as the right-click menu). There are also additional tabs which will give you access to more options. For example, in the Tools ta...

Over the past few years, there has been some considerable confusion on how Sage Intelligence Reporting licensing is applied between companies, over networks and on single workstations. It has forced many customers’ to make considerable and unne...

If you want to determine which Container is linked to a report, you can do so from Report Manager.  This tip will also show you how to determine which reports are linked with Containers from within the Connector. First, this example is using a U...

Inserting multiple rows in a table can be very time consuming.  In this Excel tip, rows will be inserted based on the specified number in a column. This will be accomplished using Power Query. Download the workbook to practice. In the example be...

The Report Tools are provided to offer extra functionality from within Microsoft® Excel®.  They can be found on the BI Tools tab when the reports are run out to Excel from the Sage Intelligence Report Manager. This however excludes any F...

Sometimes when importing data from another program into Microsoft® Excel®, the numbers are stored as text which causes havoc in your report. In some instances, the simple method of changing the format of the column to numbers will work, but o...

There may come a time when you want to choose parameters from a list that determines what data is run for the report. For example, you can select a warehouse from a list of warehouses that will send only the data for the chosen warehouse to the repor...

An expression in Sage Intelligence Reporting is a selection from the available fields of a data source, that either become columns in the Excel report or provide filtering assistance. Expressions reside in the Container within the Connector and...

Sometimes when working in Excel, you may want to change the colour in multiple cells without having to do each one separately. For our example below, we are going to change the blue colour to green. You're welcome to download the workbook t...

Upgrading from an older version of Sage Intelligence Reporting to a newer version is easy. This tip helps explain the process and highlights a few points to be aware of. First of all, any existing reports in your current version of Sage Intellig...

In an Excel chart, the series is in a particular order, and the legend entries are listed in their own particular order based on certain criteria.  Sometimes, there's a need to move the series within a chart or within a legend. It's easi...

Sage Intelligence Reporting uses a Workstation Licensing model. Almost every Sage solution comes with at least one Report Manager license. That license, and additional licenses you buy, are managed through the License Manager module.  The ...

It's not always possible to get a slicer to display in the order that you need it to. In our example, the sample displays in an alphabetical order, but we'd like it to display in the same order  being used in the Pivot Table. ...

Using Excel, have you tried to add a bullet point within a field to stack numbers, sentences or phrases?  Adding a bullet point helps the reader to see each point clearly rather than viewing several run-on sentences or numbers.  Here are a ...

Sage 50 Intelligence Reporting uses a metadata repository to store all its metadata, including connection, container and report information. Since a site may have more than one set of company data (for example, a holding company that has 5 separ...

We recommend the following six best practices when writing your reports: Use cell references to enter data into formulas. Using cell references in formulas allows the formula to update when the data is changed at a later date, without having to man...

You don’t have to create complicated formulas to combine text from multiple columns to a single column. In this Excel tip, we will show you how to quickly and easily combine your data from multiple columns into one column. In the example below...

This tip will assist you with creating a very basic Rolling Income Statement formula using the Sage Intelligence Financial Report Designer.  We will be using the main accounts to report from, with current period figures, and our example database...

We've created this handy eBook which contains 6 tips and tricks that will help you make the most of Microsoft® Excel® charts. Download Now >

The Security Manager is an administration tool that lets an administrator manage roles (user groups) and assign users and reports to each role. When security is enabled the user will be required to login and then will only have access to the reports ...

Have you ever wanted to personalize your chart headings to further enhance the user’s report experience?  In this tip we will show you how to customize chart titles according to the filter chosen.    I have a simple report that...

If you find that a report does not include a field you wish to see then there are options by which you can add it. When you run a Sage Intelligence report that includes a PivotTable you can search for fields from the PivotTable Field list in Excel. T...

Most people who view financial reports prefer to look at the highest account level first then open the detail when needed.  In this tip, we will show you how to set up groups using Microsoft® Excel® to hide account detail.  For this...

The Sage Intelligence Reporting Report Manager enables you to run out relevant reports, author new reports (organize, create, and edit), filter and aggregate data, as well as create new reports with the standard data tables available. This t...

It is sometimes not always easy to trace which data point relates to which series in a chart, especially when it comes to a line chart.  To overcome this problem, we can dynamically highlight an individual data point. Let’s get started. Do...