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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 visuals that you create. In this tip, I’ll show you how to format a basic bar […]
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 the detail, flexibility and presentation that you need. Sage Intelligence gives you […]
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 […]
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 […]
Having descriptive headings in a report can make it easier to comprehend. For example, having month names instead of period values for column titles can make it easier to determine the data a column refers to. Sage Intelligence now makes this possible in a dynamic way through Column Variables. This tip applies to: Sage Business […]
Being able to check if the components of a report are functioning as expected while working with them can help provide a smooth workflow and save time dealing with problems later in the report creation process. Also, if you do come across errors in a report, being able to test its components easily allows for […]
Are you familiar with Microsoft Power BI? Did you know that in addition to Excel, Power BI can be used with Sage Intelligence to provide attractive and interactive depictions of your data? A key benefit of this is being able to keep track of key performance indicators while on the go. If this appeals to […]
In a previous tip, we showed you how you can navigate around a data list quickly using keyboard shortcuts. To view the tip, take a look here. By combining the same shortcuts with the Shift key, you can easily make selections in your data for editing purposes. Assume that you have a data list with […]
Sage Intelligence provides you with several standard reports that are displayed under the Standard Reports page as soon as you open the application. They provide you with necessary, ready-to-use value right off the bat. To ensure that you always have an original instance of these reports, they cannot be edited or deleted in their original […]
Being able to save your reports to PDF provides a convenient way to view and share them. Sage Intelligence provides two common ways that you can do this. These include; distributing a report as a PDF using the Distribution Options in Excel once a report has run out, and using the Generate Output File field […]
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