Jim Smith
  • Male
  • Richmond
  • Canada
Share

Jim Smith's Discussions

Custom System Variables
2 Replies

Is it possible to create a custom system variable for the start of the PREVIOUS month? For instance, we are in March now. I want to use a system variable that uses the start of the previous month…Continue

Started this discussion. Last reply by Jim Smith Mar 3.

Report Designer Add-in getting deactivated repeatedly.
2 Replies

We have a recurring problem with one workstation at our office. Occasionally, a user will open up Excel and get an error message "Object Reference Not Set to and Instance of an Object" and when we go…Continue

Started this discussion. Last reply by David Bryant Aug 12, 2016.

Doing Consolidated Financial Reporting using Sage 300 Online and Sage Intelligence
2 Replies

I have a client that has multiple companies set up on their Sage 300 Online site, and they want to do consolidated financial reporting using Sage Intelligence. If this were an on premise…Continue

Started this discussion. Last reply by Jim Smith Jul 19, 2016.

Using a parameter to select data from more than 2000 records
7 Replies

I'm creating a report that queries Order Entry shipments. I want to put a parameter on the report to allow the user to select the shipments (by shipment number) they want to include on the report…Continue

Started this discussion. Last reply by Chloe Jul 12, 2016.

 

Jim Smith's Page

Latest Activity

Jim Smith replied to Dan Krishman's discussion Create Debit and Credit Columns in Trial Balance using Sage Business Intelligence.
"You should look in the Sage Intelligence Report Utility (there must be a link to it on this forum somewhere). Depending on which product you are using, there might be a report in there that you can use. I know there is for Sage 300. Not sure about…"
Tuesday
Jim Smith replied to Howard Whiting's discussion Consolidated Income statement
"I suspect the easiest thing to do would be to put parameter sections at the top of the report for the different databases you want to report on and then use the formulas to reference one, multiple or all of the different databases (see attached…"
Sep 29
Jim Smith replied to Zoe Samuel's discussion Union report using multiple consolidated reports with different companies lists
"Perhaps try running the report with just the sheet one data on it (remove the sheet 3 report) and see if it renders properly. Then run it with only the sheet 3 data on it and see how that goes. If they both work properly, perhaps it is something to…"
Sep 15
Jim Smith replied to Peter R Andrews's discussion Reporting by calendar year from a fiscal year database
"You will probably have to have at least two (maybe 3) years' worth of data in your report. Say, if your fiscal year end is October 2017, and you're trying to get an income statement for the 12 months ending December 31, 2017, you would…"
Sep 15
Jim Smith replied to Zoe Samuel's discussion Union report using multiple consolidated reports with different companies lists
"How are the reports configured in the report manager under "Database Consolidation List"? For the reports you want on sheet one, you should put NRP and NUS databases, and for the report you want on sheet 3, you should have URH. "
Sep 13
Jim Smith replied to Matt Hall's discussion Drill down problem
"There was no image of the error message on this post. I've run into problems with some of the older reports that have drilldown functions where the main report is designed for MS-SQL (or Pervasive), but the drilldown reports are actually…"
Sep 11
Jim Smith replied to Zoe Samuel's discussion Union report using multiple consolidated reports with different companies lists
"When you create the report in Report Manager, do you assign each sub-report to be rendered on it's own sheet, or are they all going onto Sheet 1? Change them to sheet 1, 3, 4 (can't use sheet 2 for this) and see if that works for you. "
Sep 9
Jim Smith replied to Rorika Rueda's discussion Quarterly rolling P&L
"You'd have to create a formula in your P & L like the following: =-GLActual300(,$D$4,$D$5,X,,$C14,,,$D$7,$D$8)+-GLActual300(,$D$4,$D$5,Y,,$C14,,,$D$7,$D$8)+-GLActual300(,$D$4,$D$5,Z,,$C14,,,$D$7,$D$8) Where, X, Y and Z represent the months…"
Jun 5
Jim Smith replied to Rorika Rueda's discussion Quarterly rolling P&L
"You can edit whatever layout you're using using the Quick Edit. If the calculations in the Layout Editor don't work for you, you can create new calculations (Say, Q1 total = Month 1 Actual + Month 2 Actual + Month 3 Actual) and then insert…"
Jun 5
Jim Smith replied to Rorika Rueda's discussion Quarterly rolling P&L
"If you go into the Layout Generator, in the Calculations section for the columns there are calculations for "Qtr 1 Actual", "Qtr 2 Actual", etc, which you can use to create an income statement that uses quarters, and you…"
Jun 2
Jim Smith replied to Fabian White's discussion Publishing Reports Producing #N/A Values
"Are you using the "Convert each worksheet to static values" selection when you publish the report? You set that by editing the Distribution Instructions. Perhaps that is the problem."
May 30
Jim Smith replied to Debby Beck's discussion Calculation Field not totaling correctly
"You'd have to show what formula you put in the calculated field. Are you sure you used the correct field to sum?"
May 10
Jim Smith replied to Erik Allen's discussion Using DATEADD function on an Expression in a container
"Try this: Put two new fields in the Data sheet (sheet 1) like "TurnoverCurrentYear", and "TurnoverLastYear". Calculate (in Excel) something like in the currentyear column: (if G2= 2017, F2, "")  where G2 = Fiscal…"
May 3
Jim Smith replied to Sinead Briscoe's discussion MSSQL - Conversion failed when converting date and/or time from character string
"Thanks. This was very useful and worked on a similar problem I was having. "
Apr 24
Jim Smith replied to Debbie Carvery's discussion Conversion failed when converting date on Purchases Master report shipped with Sage 300 2017
"Were they working before today, or were they always broken? If they were working before today, maybe there were Windows updates installed that affected something. If they were always broken, then try changing the date format on your computer…"
Apr 3
Jim Smith replied to Debbie Carvery's discussion Conversion failed when converting date on Purchases Master report shipped with Sage 300 2017
"Do any of the other out of the box reports work (ie Sales Master, Dashboards, etc)? They should use the same conversion script in the Data Connection. If they work and the Purchase Master doesn't, perhaps someone edited the Data Connection for…"
Apr 3

Profile Information

Sage Intelligence powers the following Accounting/ERP/Payroll solutions, pick yours
Sage Accpac Intelligence
How long have you been using the above solution?
7 years
Where did you hear about us?
Alchemex Site

Comment Wall

You need to be a member of The Sage Intelligence Community to add comments!

Join The Sage Intelligence Community

  • No comments yet!
 
 
 

The Sage Intelligence Blog

Like Sage Intelligence?

Follow @SageSupport

© 2017   Created by Sage Alchemex.   Powered by

Badges  |  Report an Issue  |  Terms of Service