Paula Park
  • Santa Rosa, CA
  • United States
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Paula Park's Discussions

PBI and Excel and Sage Intelligence

Hi All,I have a question about the relationship between SI, Excel, and Power BI.It has been claimed by the person developing the Power BI reports that she has to delete and recreate all the reports…Continue

Tags: Intelligence, Excel, BI, Power, 100

Started on Tuesday

Sage Intelligence - adding formula to Excel
3 Replies

I am using Sage 100 I need to create a formula to give a name to a division number.   It's my understanding that I only need to run the report, and create a column in Excel with the formula.  I…Continue

Tags: if, nested, formula, Excel

Started this discussion. Last reply by Paula Park Jan 31.

Yet another 462 Error in Sage Intelligence
7 Replies

We have Sage 2015 running on Server 2012 R2 Terminal Server. Error 462 Remote Server machine does not exist or is not…Continue

Tags: Error, 462, Financials, Consolidated, Intelligence

Started this discussion. Last reply by Tim Hambsch Dec 4, 2018.

Sage Intelligence
4 Replies

Sage 100 200Question:When I run reports in Sage Intelligence and they open in Excel, sometimes the Report Distribution Tools don't show.   This is from the same computer, same Excel, same everything,…Continue

Tags: Report, Distribution, Intelligence, Sage, tools

Started this discussion. Last reply by Paula Park Oct 26, 2018.

 

Paula Park's Page

Latest Activity

Paula Park posted a discussion

PBI and Excel and Sage Intelligence

Hi All,I have a question about the relationship between SI, Excel, and Power BI.It has been claimed by the person developing the Power BI reports that she has to delete and recreate all the reports if a field is added to the source Excel database from Sage Intelligence.  I have the data exporting to one Excel database, this is linked to Desktop BI and then to Cloud BI.  Since this project is in development, we are adding new fields in SI which of course changes the Excel file.Is this true, that…See More
Tuesday
Paula Park replied to Paula Park's discussion Sage Intelligence - adding formula to Excel
"Thanks again.  Using the Excel option for a formula in the Connector is super easy. I appreciate the support.  I am new to Sage Intelligence and there is a LOT to learn.  This forum helps. Paula Park"
Jan 31
Paula Park replied to Paula Park's discussion Sage Intelligence - adding formula to Excel
Jan 30
Jim Smith replied to Paula Park's discussion Sage Intelligence - adding formula to Excel
"You need to put an Add in on your report in the Report Manager called ExtendFormulaetoUsedRows. There are lots of resources to walk  you through the process of putting the formula in your template and using the Addin to copy that formula to the…"
Jan 30
Paula Park posted a discussion

Sage Intelligence - adding formula to Excel

I am using Sage 100 I need to create a formula to give a name to a division number.   It's my understanding that I only need to run the report, and create a column in Excel with the formula.  I created the column with a simple If statement.  Saved the Excel spreadsheet via Sage Intelligence ("Save Excel Template").  It overwrote the template correctly.  When I rerun the report and it opens in Excel, my column is not there.    Yet, when I open the template without running the report, the column…See More
Jan 30
Tim Hambsch replied to Paula Park's discussion Yet another 462 Error in Sage Intelligence
"Having a similar issue -- the report runs fine with a single company connection -- when I connect to a multi-company connection I get the 462 error ... any information on the solution tech support provided to Paula?"
Dec 4, 2018
Prabha VIRAH SAMMY replied to Paula Park's discussion Yet another 462 Error in Sage Intelligence
"Hi Paula, Any chance of you sharing that "work around fix"? I have a client running into the same issue."
Nov 20, 2018
Feroz Ally replied to Paula Park's discussion Yet another 462 Error in Sage Intelligence
"That's awesome news. Glad that the guys at Tech Support were able to resolve the issue. Thanks Feroz"
Nov 6, 2018
Paula Park replied to Paula Park's discussion Yet another 462 Error in Sage Intelligence
"I spoke with a super helpful Technician today from Sage Support.  He looked over the our system and it's ok.  He said the error is a timing out issue they are familiar with.  They have a "work around " fix which he…"
Nov 5, 2018
Paula Park replied to Paula Park's discussion Yet another 462 Error in Sage Intelligence
"My Sage Provider/Developer gave the following explanation, with which I am not convinced.   "...the issue turns out to be is that the pass through variables for year and period do not work on your computer. Once these were removed, …"
Nov 5, 2018
Feroz Ally replied to Paula Park's discussion Yet another 462 Error in Sage Intelligence
"Hi Paula, I had a chat to our Support Team here at Sage Intelligence. There could be a few things that would be causing this issue: 1) The version of Excel that the report was created on is newer than the one you are currently on 2) The version of…"
Nov 5, 2018
Feroz Ally replied to Paula Park's discussion Yet another 462 Error in Sage Intelligence
"Hi Paula, I will have a chat to our support team here and let you know the feedback. In the meantime Tech Support will be able to check this out and maybe do a remote session to view the issue. Thanks Feroz"
Nov 5, 2018
Paula Park posted a discussion

Yet another 462 Error in Sage Intelligence

We have Sage 2015 running on Server 2012 R2 Terminal Server. Error 462 Remote Server machine does not exist or is not available  We had a Partner/Developer create a financial report for SI.  ALLour other reports work without this error, including a new report I made from scratch.This new report crashes when it reaches, "Naming Ranges", and gives the error.Our developer suggested adding the tool below.  I…See More
Nov 2, 2018
Paula Park replied to Paula Park's discussion Sage Intelligence, Scheduling Reports, Setting Windows Task and OneDrive
"I tried a few things and the one setting that made it start working is:  Under Window Task I changed the password log on option to what is in the photo.   These things are so random. Thanks all.  Hopefully this will help someone…"
Oct 29, 2018
Paula Park replied to Paula Park's discussion Sage Intelligence
"Hi Feroz, I created this report from scratch, so no, not from a Template.  Paula"
Oct 26, 2018
Paula Park replied to Paula Park's discussion Sage Intelligence
"Thank you.  I will check it out. Paula"
Oct 26, 2018

Profile Information

Sage Intelligence powers the following Accounting/ERP/Payroll solutions, pick yours
Sage 100 ERP Intelligence Reporting (Formerly MAS)
About Me:
I have 20 years of experience with Sage/MAS. We are starting to finally let go of FRx.
How long have you been using the above solution?
20
Where did you hear about us?
Other

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