Paula Park
  • Santa Rosa, CA
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List of Excel Sage Intelligence Functions
3 Replies

Hi All,Could you direct me to a source where I can see all the Excel functions for creating financials?Functions such as GLClosingBalance etc.Thank you,Paula ParkContinue

Tags: functions, Accounting, Excel

Started this discussion. Last reply by Sandra Smith 20 hours ago.

Sage Intelligence - Union report for Consolidated Container

Sage 100 5.20Windows Server 2012 R2Office Excel 365I have a Consolidated container and have created a report with one table that is consistent to all companies.  My 10 sub union reports are 10…Continue

Tags: Sub, Container, Consolidated, Report, Union

Started Mar 5

Sage Intelligence - Union report for Consolidated Container

Sage 100 5.20Windows Server 2012 R2Office Excel 365I have a Consolidated container and have created a report with one table that is consistent to all companies.  My 10 sub union reports are 10 data…Continue

Tags: Sub, Container, Consolidated, Report, Union

Started Mar 5

PBI and Excel and Sage Intelligence
1 Reply

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 this discussion. Last reply by Mariano Catalano Apr 14.

 

Paula Park's Page

Latest Activity

Sandra Smith replied to Paula Park's discussion List of Excel Sage Intelligence Functions
"Hi Paula,  I don't think we give any cheat sheet away of the development behind the formulas.  The Layout Generator and Task Pane formulas are the same just using two different methods for 'presenting' them to Excel. …"
20 hours ago
Paula Park replied to Paula Park's discussion List of Excel Sage Intelligence Functions
"Thank you Sandra for your response.   I don't design the report that way.  I create them from scratch by copying my FRx row definitions in.  And then manually creating the formulas.   So far here are a couple of…"
yesterday
Sandra Smith replied to Paula Park's discussion List of Excel Sage Intelligence Functions
"Hi Paula,  I'm not sure what you are asking.  All the Closing/Actual/Actual YTD etc.formulas are included in the Task Pane and when you drag the formula onto the Excel sheet then select the Excel fx button to open the Function…"
yesterday
Paula Park posted a discussion

List of Excel Sage Intelligence Functions

Hi All,Could you direct me to a source where I can see all the Excel functions for creating financials?Functions such as GLClosingBalance etc.Thank you,Paula ParkSee More
yesterday
Mariano Catalano replied to Paula Park's discussion PBI and Excel and Sage Intelligence
"Hi Paula, we developed PowerBI dashboards for several Sage 300 customers, please email me to mcatalano@adssglobal.net"
Apr 14
Paula Park replied to Ian Barbour's discussion Running Union Consolidation reports with different companies in Sub-Reports
"Thank you Ian.  Yes, i believe the setup is the same.  I have Auto Connect selected for my Consolidated Connector.  Then my container was created with the one sales table.  But when I create a Union report, with 10 archived…"
Mar 6
Paula Park posted discussions
Mar 5
Paula Park replied to Ian Barbour's discussion Running Union Consolidation reports with different companies in Sub-Reports
"Hi Ian, I have a Consolidated container and have created a report with one table that is consistent to all companies.  My 10 sub union reports are 10 data different Sage 100 companies, version 5.20.   I am finding out that it does…"
Mar 5
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
Feb 19
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

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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