Nadine Peterson
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  • South Africa
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Nadine Peterson's Discussions

Evolution shows BIC Report as an Internet Document and not Excel
4 Replies

Hi All,I have a customised report that runs perfectly through Report Manager but somehow pulls through to Evolution as an Internet Document (at least that's what I think it is because it has a world…Continue

Started this discussion. Last reply by Nadine Peterson Apr 5.

BIC Report - Pivot Table doesn't save Grouped Dates
7 Replies

I've created a new BIC Report in Evolution using the Sales Master Container. I format my pivot table to group my dates into Years and Months as I want to see customers total sales by month. I also…Continue

Started this discussion. Last reply by Nadine Peterson Apr 5.

 

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Nadine Peterson replied to Nadine Peterson's discussion BIC Report - Pivot Table doesn't save Grouped Dates
"It's a pleasure:)"
Apr 5
Nadine Peterson replied to Nadine Peterson's discussion Evolution shows BIC Report as an Internet Document and not Excel
"Thank you, I will try them - good to know."
Apr 5
Barbara Willis replied to Nadine Peterson's discussion Evolution shows BIC Report as an Internet Document and not Excel
"Hi Nadine This issue is to do with Evolution, not your report.  Contact Sage Evolution support and they will talk you through fixing the system tree issue.  It was something I encountered at a user site at the beginning of this year."
Apr 2
Benton Bolt replied to Nadine Peterson's discussion BIC Report - Pivot Table doesn't save Grouped Dates
"FANTASTIC!  I added them in the connector module and it works perfectly!  Thank you.  :)"
Mar 28
Nadine Peterson replied to Nadine Peterson's discussion Evolution shows BIC Report as an Internet Document and not Excel
"Hi Helen, Thank you for your response. Yes, Allow External Access is enabled. The report used to run perfectly, it's only recently that it disappears from the system tree and when you try to add it back it has the World Icon next to it. If…"
Mar 27
Helen replied to Nadine Peterson's discussion Evolution shows BIC Report as an Internet Document and not Excel
"Hello Nadine, In order for your customized report to show up on the evolution system please confirm if you have followed the below steps: open Report Manager  click on the customized report on the right-hand pane select show advanced (as per…"
Mar 27
Nadine Peterson replied to Nadine Peterson's discussion BIC Report - Pivot Table doesn't save Grouped Dates
"Hi Benton, Apologies, I only saw this post now. I did get it right eventually by adding two columns to the end of my raw data and inserting the following formulas: 1st Column Heading: MonthE Formula=TEXT(X2,"MMMM") Replace the X2 with…"
Mar 26
Nadine Peterson posted a discussion

Evolution shows BIC Report as an Internet Document and not Excel

Hi All,I have a customised report that runs perfectly through Report Manager but somehow pulls through to Evolution as an Internet Document (at least that's what I think it is because it has a world icon next to it instead of an Excel icon) so the report can't be found in the System Tree and cannot be run through Evolution.Please see attached screenshot.See More
Mar 26
David Bryant replied to Nadine Peterson's discussion BIC Report - Pivot Table doesn't save Grouped Dates
"Hello Benton Is that specific column in excel in your pivot-table formatted as "date" Format it as date (the entire column in the sheet) Then try grouping those dates once more (clearly defining the month and year start and end) Save the…"
Feb 13
Benton Bolt replied to Nadine Peterson's discussion BIC Report - Pivot Table doesn't save Grouped Dates
"I don't like to revive old posts, but I am curious... Did this solve your problem, Nadine?  I am having the same issue and although I have tried this, I am still having the same issue.  It gives me dates, not groups when I run the…"
Feb 12
Nadine Peterson replied to Nadine Peterson's discussion BIC Report - Pivot Table doesn't save Grouped Dates
"Thanks very much Nigel."
Aug 23, 2017
Nigel Naicker replied to Nadine Peterson's discussion BIC Report - Pivot Table doesn't save Grouped Dates
"hi, what u are experiencing is normal behavior as the grouping is based on the data, and when you save excel template, you are clearing the data out of the template.   Try opening your template in design mode and adding a dummy row of data to…"
Aug 23, 2017
Nadine Peterson posted a discussion

BIC Report - Pivot Table doesn't save Grouped Dates

I've created a new BIC Report in Evolution using the Sales Master Container. I format my pivot table to group my dates into Years and Months as I want to see customers total sales by month. I also collapse the field to show the totals by month which can be expanded by clicking on the + button. When I save the Template to my report and re-run it, it loses the Grouped Dates and it Expands the Field automatically. Does anyone have a solution to this?Thanks.See More
Aug 17, 2017
Nadine Peterson is now a member of The Sage Intelligence Community
Aug 22, 2013

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Sage Intelligence powers the following Accounting/ERP/Payroll solutions, pick yours
Pastel BIC, Excel On Steroids
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8 Months
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