Valerie hagen
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BI Sage 300 GL Transactions Reports - Filter
3 Replies

I have the sample report running and producing correct results and the filters on Year period Account Type and Account Group work.My requirement is to be able to filter by a reporting tree identity. …Continue

Started this discussion. Last reply by Valerie hagen on Friday.

quarterly reporting using BI sage 300
2 Replies

I am looking for the most efficient way to develop quarterly financial statement.  So Far this is all I can come up with.Statement with 17 columnscolumns 1 - 12 are one column per period (they are…Continue

Started this discussion. Last reply by Glynnis Dec 8, 2017.

can't launch BI from sage 300 Web Screens
1 Reply

when launching Business Intelligence from sage 300 web screens it begins to load, says it's connecting but after a period of time it says 'site can not be reached'  indicating xxxx.com took to long…Continue

Started this discussion. Last reply by Tesh Apr 20, 2017.

Cell Reference Merged Cell
2 Replies

is there any way to reference a cell that is merged so that I can drag it to other columns and it applies correctly.  See attached for detailed example.I want the year to work in column E and F - H…Continue

Started this discussion. Last reply by Valerie hagen Mar 8, 2016.

 

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Valerie hagen replied to Valerie hagen's discussion BI Sage 300 GL Transactions Reports - Filter
"If I unhide sheet 1, apply the text formula to strip the gl account into segments, then add a slicer for those segements - everything does work.  The part if forgot was that when I update the template of course it all is wiped out.  Does…"
Friday
Valerie hagen replied to Valerie hagen's discussion BI Sage 300 GL Transactions Reports - Filter
"appears I can create some text formulas to derrive my gl segments from the GL Account and then add a slicer.   If there is a better way please let me know."
Friday
Valerie hagen replied to Valerie hagen's discussion BI Sage 300 GL Transactions Reports - Filter
"So I see that it is a pivot table, but i don't see a field that I am able to slice the data on to achieve my results.   Is there an original SQL query to can be modified to add additional fields, like ActSegVal "
Friday
Valerie hagen posted a discussion

BI Sage 300 GL Transactions Reports - Filter

I have the sample report running and producing correct results and the filters on Year period Account Type and Account Group work.My requirement is to be able to filter by a reporting tree identity.   For example if my GL account has a structure of XXX-XX-X-XXX I want to be able to only show GL transactions for accounts that follow a pattern like  XXXX-01-2-100.   Ultimately I am trying to generate gl transaction detail for a certain department for distribution.  They can not be allowed to see…See More
Friday
Glynnis replied to Valerie hagen's discussion quarterly reporting using BI sage 300
"Hi Valerie I am assuming that you are using the Report Designer.  If so, then a possible way would be to add an additional row to enter period numbers that make up the relevant quarter.  This row can be hidden once you have everything…"
Dec 8, 2017
Shwu Hua Gan replied to Valerie hagen's discussion quarterly reporting using BI sage 300
"If you use Report Designer Add-In, then you can easily use cell reference with the Report Designer Add-In formula rather than having all columns and hide them."
Dec 8, 2017
Valerie hagen posted a discussion

quarterly reporting using BI sage 300

I am looking for the most efficient way to develop quarterly financial statement.  So Far this is all I can come up with.Statement with 17 columnscolumns 1 - 12 are one column per period (they are hidden)column 13-16 are for Q1, Q2, Q3, Q4Column 17 is YTDExample of uselet;s say our Year is Jan - Decit is Aug month endwe run the statement indicate we are in the 8th period (ie q3)Desired output- one column for Q3, one column for YTD - columns 1-12 are already hidden- Hide column 13 for Q1 and 14…See More
Dec 4, 2017
Tesh replied to Valerie hagen's discussion can't launch BI from sage 300 Web Screens
"Hi Valerie  Have you configured you portal correctly? I have attached an article which might help  https://smist08.wordpress.com/2015/08/02/installing-the-sage-300c-web-uis/ let me know if this works for you"
Apr 20, 2017
Valerie hagen posted a discussion

can't launch BI from sage 300 Web Screens

when launching Business Intelligence from sage 300 web screens it begins to load, says it's connecting but after a period of time it says 'site can not be reached'  indicating xxxx.com took to long to respond.  I am using sage 300 2017on a clean install.See More
Apr 11, 2017
Valerie hagen replied to Valerie hagen's discussion Consolidate Report Issues
"Hi Craig - thanks for reply.  I ended up solving my issue when I upgraded myself to v2016 so I never really got to try what you suggested but my issue is solved and I got things working nicely now. "
Mar 22, 2016
Valerie hagen replied to Valerie hagen's discussion Cell Reference Merged Cell
"this was a great idea.  What I did was add a row with 2 cells and had it look to the value in my merged cell E9 then hid the row.  By doing this the client can change the year to report on by typing in E9 merged cell - it auto updates my…"
Mar 8, 2016
Peter Scully replied to Valerie hagen's discussion Cell Reference Merged Cell
"Hi Valerie. If you merge E9 and F9 then the value in the merged cell is treated as if it is in E9.  So if you drag your formulas across and they reference F9, things won't work.  Maybe you could make it work by having your formulas…"
Mar 8, 2016
Valerie hagen posted a discussion

Cell Reference Merged Cell

is there any way to reference a cell that is merged so that I can drag it to other columns and it applies correctly.  See attached for detailed example.I want the year to work in column E and F - H and I when I drag it.  By referencing the $9 row I get the static row but I want the column to float.  I thought by merging column E and F it would work for both column E and F but doesn't appear to.  I wondered if there was something else I had not though of that would work other than using current…See More
Mar 7, 2016
Valerie hagen replied to Valerie hagen's discussion Reporting Tree Filter Problem - account being ignored
"I now have found the issue myself.  My graphic wasn't very accurate as i inverted some GL numbers the answer to my question was that the tree in hierarchy  - my account was missing because i wasn't including it in a filter below…"
Mar 2, 2016
Valerie hagen posted a discussion

Reporting Tree Filter Problem - account being ignored

I have a financial statement that isn't working correctly.  I narrowed the problem down to the fact that a gl account is being ignored and I don't understand why.  Attached is a graphic that isolates the issue down to the narrowest variable for ease.  This isn't the actual filter I want but it illustrates how account 6100-400-410 is not being considered which is why I don't balance.  -on the left I show the filter in the reporting tree being set to 6100-400-???.  Note it starts at 6100-400-411…See More
Mar 1, 2016
Peter Scully replied to Valerie hagen's discussion Consolidate Report Issues
"Valerie have you added any additional filter to the report?"
Jan 26, 2016

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