Tips & Tricks

Create your own reports using the Quick Create Report Feature – Business Intelligence Article

This tip is focused on Sage Intelligence for 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 work from their experience or intuition which may not be accurate. With Sage Intelligence you are empowered with the information from your business, in a format that is easily understood. You can determine the true health of your business with the…

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Get to the heart of your business with Sage Intelligence – Business Intelligence Article

This tip is focused on Sage Intelligence for Accounting. With the constant activity and pressure of running a business day-to-day, it can be difficult keeping track of where things are really at. Although reporting can give you a sense of your numbers, it often doesn’t provide the detail, flexibility and presentation you need to see what’s really going on. With Sage Intelligence, you’re given the power to view your business information, both financial and operational, at various levels—based on different…

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Our Top 5 Excel tips of 2018 to help you with your business reporting – Business Intelligence Article

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 consolidate data in Excel using Data Consolidation (66,027 views) How to get a distinct count in a Pivot Table (55,116 views) Easy steps to opening an Excel workbook on a specific…

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Gain added flexibility by downloading your Sage Intelligence reports to Excel – Business Intelligence Article

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 allowing you to download and open your reports in Microsoft Excel, giving you access to standard Excel functionality.  You’re also provided with the Excel Design Pane—meaning that you can have your report refreshed with the latest data and make use of…

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Sage Intelligence troubleshooting tip | Sage Intelligence – Business Intelligence Article

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 loaded on your screen, press F12 on your keyboard—this will open a console at the bottom or to the right of your screen. If there is an error on the webpage, you will see…

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Learn the various Connector menu ribbon functions – Business Intelligence Article

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 / deactivate based on your selection in the object window.  These icons are available on software using Sage Intelligence Core 7.3 and above. Related …

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Learn how to identify duplicate rows in your data – Business Intelligence Article

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 them.  In this tip, we show you how you can do this using an Excel formula. 1. First, you need to make sure that your data is sorted. Assuming it starts in cell A1 and has headings, select cell A2…

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