What Phil Smith from Kerr Consulting has to say about Sage Intelligence

Scoping an Intelligence Report

If you have multiple companies, you can customize a report for a specific company or set of companies and use scoping to restrict the report to being available only when you are logged onto one of those companies. Use Manage

Running Total

Do you want to see an up to date Product Sales list as you transact every day. Then using a running total is the solution to your problem. A running total is the summation of a sequence of numbers which

System Variables

System Variables can be used with Parameters and Filters to dynamically determine a comparison Value at report Run Time. An example of this is where a report is run and expected to return data for the current day. In this

Vlookup with the approximate match

Ever used the Vlookup with the approximate match? In this example we demonstrate how, by using the Vlookup with the approximate match, one can extract the correct trade discount percentage based on the quantity purchased. If TRUE or 1 is

TRANSPOSE function

Are you thinking of changing the orientation of a range of cells whilst maintaining links to the source data? Then the answer is the TRANSPOSE function. The TRANSPOSE function returns a vertical range of cells as a horizontal range, or

Protecting the Output Book

When using Sage Intelligence, it might be necessary to protect the Microsoft Excel file from being edited by unauthorized persons. In Sage Intelligence Report Manager, select the relevant report Under Properties, select Show Advanced Select Protect The Output Book Select

Worksheet Protection

Are there parts of the worksheet that you want protected? For instance you may want to protect cells that contain formulae. If that is what you intend to do, then Worksheet Protection is the answer. Worksheet Protection prevents a user

Using Sparklines to Show Data Trends

Whilst this is not a PivotTable tool, it is a great tool to use with PivotTables. New in MS Excel 2010, a sparkline is a tiny chart in a worksheet cell that provides a visual representation of data. Use sparklines
Newer Posts → ← Older Posts