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Selecting data from a drop-down list is a convenient and accurate way of entering data into a range. It helps in ensuring that the correct data is entered quickly in Microsoft Excel. However, a slicer provides a quicker, better and easier way of selecting data from a list. In this tip, we explain how to use […]
Do you have a workbook that could do with some neatening up? Being able to hide rows and columns in a report that contains data you don’t need to view is a great way to do this. An example of a report like this is a financial statement, which has account level detail and monthly […]
Sometimes when working in Excel and collaborating with your colleagues on a single document, you may wonder to yourself; how can I compare and merge a shared workbook? The answer is simple! You can do this by using the Compare and Merge Workbooks command (this command will have to be added to the quick access […]
As an accountant, my most valuable commodity is time. Being responsible for daily capturing, month end procedures and group reporting, I often don’t have time to breathe! Fortunately, a lot of my responsibilities are hastened because I use business intelligence (BI), which helps me extract key information from large volumes of data directly from our […]
Conditional formatting is an effective Microsoft Excel feature that allows you to highlight important information, for example; the ability to find duplicate values within your spreadsheet. You can create your own rule by applying conditional formatting to individual cells or a range of cells. When you have selected the data you want to format, you […]
Monitoring budgets can be quite stressful and may often involve the use of formulas. Instead of complicated formulas, you can use custom formats within Microsoft Excel to easily determine if you are over or under budget. All it takes are a few steps, which we explain below, and you can easily monitor your budget. You’re […]
Did you know that in Sage Intelligence you can design a report in one company and view that same report in a different company? That’s right, just as long as those companies carry the same account structure, you can share your report. This report will go through the following process: Designed in one company Exported […]
Have you ever run out a report only to find the need to change the sorting of a specific field once the output is in Excel? This can be quite taxing, especially if you run multiple reports with a lot of data on a regular basis, and if you need to sort multiple columns on […]
In a climate of economic volatility, changing consumers, and globalized competition, small to medium-sized enterprises (SMEs) perhaps need access to accurate, actionable business insight into data even more than bigger enterprises do. Most SMEs are operating on tight margins and don’t have endless reservoirs of cash and credit. They need up-to-the-minute information about trends in […]
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