Debbi Silberberg
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Can't read task pane or access manage reporting trees
3 Replies

Help, please!  I have a customer using Sage 100c Advanced 2016 on a Surface Pro tablet using Windows 10.  Excel works fine except the resolution of the task pane.  The text is cut off.  Also, when we…Continue

Tags: manage, trees, tree, reporting, pane

Started this discussion. Last reply by Doug Walker on Monday.

Sage 300 filter accounts with no activity
1 Reply

I am not a Sage 300 consultation (I'm Sage 100) but I have a Sage 300 Intelligence customer who has too much data.  They feel the reports take too long to generate and have had issues with excel…Continue

Tags: null, data, no, Filter

Started this discussion. Last reply by Nigel Naicker Oct 23, 2018.

Adding a new field to a container for a substring
6 Replies

Sage 100 standard v2018I need to be able to set a parameter for a particular segment of the GL account.  I tried to add the segment as a new field in the Source Container Account so that I can add a…Continue

Tags: GLAccount, filter, substring

Started this discussion. Last reply by Debbi Silberberg Oct 1, 2018.

Limiting access by GL Segment
3 Replies

Are there any security settings or add-ons that can be used to limit reports by GL segments.  Looking for a way to not have multiple copies of the same report with the only difference being the…Continue

Tags: segment, security, GL

Started this discussion. Last reply by SteveP Sep 15, 2018.

 

Debbi Silberberg's Page

Latest Activity

Doug Walker replied to Debbi Silberberg's discussion Can't read task pane or access manage reporting trees
"I remembered that I actually had this issue with a client. I was doing some remote work on his computer. They access the Sage 100 thru RDP. One day it was working just fine. A few days later when we accessed the RDP Desktop the Screen Resolution had…"
Monday
Debbi Silberberg replied to Clark Walliser's discussion Financials Report Title - how to show company name and fiscal period end calendar date like FRx
"You're welcome. You can use a vlookup as well, but I've found the choose formula to be much easier."
Monday
Debbi Silberberg replied to Clark Walliser's discussion Financials Report Title - how to show company name and fiscal period end calendar date like FRx
"You enter the text in the formula.  I've attached a sample for you.  You can use a combination of concatenated pieces to build the correct heading.  In my example, it's a a calendar year.  In your example, your year…"
Monday
Debbi Silberberg replied to Debbi Silberberg's discussion Can't read task pane or access manage reporting trees
"Yes, that would have been helpful to put in my original post, wouldn't it? I believe it is Excel 2019."
Monday
Debbi Silberberg replied to Clark Walliser's discussion Financials Report Title - how to show company name and fiscal period end calendar date like FRx
"I use the excel formula =CHOOSE() You choose the PERIOD then your formula returns the exact text you want for each value."
Monday
Doug Walker replied to Debbi Silberberg's discussion Can't read task pane or access manage reporting trees
"What version of Excel?"
Jan 12
Debbi Silberberg posted a discussion

Can't read task pane or access manage reporting trees

Help, please!  I have a customer using Sage 100c Advanced 2016 on a Surface Pro tablet using Windows 10.  Excel works fine except the resolution of the task pane.  The text is cut off.  Also, when we go into Manage trees, the window size is small and you can't get to the buttons on the right.Has anyone seen this happen and have suggestions on how to fix it?  I tried changing the screen resolution and icon size, but that didn't work.  I think I've seen it before, but not on a SurfacePro.Thanks…See More
Jan 11
Nigel Naicker replied to Debbi Silberberg's discussion Sage 300 filter accounts with no activity
"Hi Debbi, on the sub report of this report, in report manager,  you can actually set a filter on this quanity sub report, to omit 0 values on whichever column u want. Hope that helps."
Oct 23, 2018
Debbi Silberberg replied to Noble Chiko's discussion Sage 300 Intelligence Report Number Multiply by 2
"There is a parameter in your Actuals formula to define the currency.  Double click the actuals formula then click the formula editor button.  Scroll down until you find the currency parameters"
Oct 22, 2018
Debbi Silberberg posted a discussion

Sage 300 filter accounts with no activity

I am not a Sage 300 consultation (I'm Sage 100) but I have a Sage 300 Intelligence customer who has too much data.  They feel the reports take too long to generate and have had issues with excel timeouts.  They would like to delete some of the hidden sheets to reduce the amount of data (told them that was not advised).They are using statistical data and asked if there is a way to filter out the accounts with no data.  Is there a way to build a filter to exclude no activity?  I appreciate any…See More
Oct 22, 2018
Debbi Silberberg replied to Debbi Silberberg's discussion Adding a new field to a container for a substring
"Thanks for trying, Doug.  I appreciate it.   Would have been cool if I could make it work."
Oct 1, 2018
Doug Walker replied to Debbi Silberberg's discussion Adding a new field to a container for a substring
"Sorry for the delay. Had to finish building an IM Monthly Sales Trend report for a client. I think you will have to go with the Reporting Tree using multiple reports. I tried to setup the Category SQL Data Expression in the GL Accounts Sub Report…"
Sep 30, 2018
Debbi Silberberg replied to Debbi Silberberg's discussion Adding a new field to a container for a substring
"Because the client wants to be able to use the segment as a parameter so that people are running their reports for only their location.  Additionally, they have so much GL data that they need to limit what is coming in because they have had…"
Sep 29, 2018
Doug Walker replied to Debbi Silberberg's discussion Adding a new field to a container for a substring
"Is there a specific reason why you want to filter the report by the 3rd Segment? I ask because it maybe easier to use Reporting Trees. And as for the SQL Expression If the account is 12 characters then you can use Mid(GL_Account.RawAccount,7,3)."
Sep 29, 2018
Debbi Silberberg replied to Debbi Silberberg's discussion Adding a new field to a container for a substring
"Thanks Doug, but I need the third segment, not the last. I'm using the standard Report Designer Report, so the tables are already linked, correct?  So there's nothing I need to do in order to filter the other tables?  If Account…"
Sep 28, 2018
Doug Walker replied to Debbi Silberberg's discussion Adding a new field to a container for a substring
"Create a new data expression as a SQL Expression Type. Use the following:  Right(GL_Account.RawAccount,3) For the other tables you need to link them to the GL.Account using the AccountKey. Then use the above."
Sep 27, 2018

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At 1:15pm on August 13, 2011, Ruth Gray said…
Welcome to the BI Community Debbi
 
 
 

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