Sage 100 ERP

Sage 100 Business Intelligence Workshop

Debbie Hill – Senior Trainer, Sage

SURVEY:

How familiar are you with Sage Intelligence?

1.Expert User: Build reports across multiple databases

2.Advanced User: I’m getting creative

3.Beginner User: I can run the standard reports

4.What is Sage Intelligence?

Agenda

• Business Intelligence Overview • Getting Going with Sage Intelligence• What’s New in 4.5• Standard Demonstration

• Break

• Microsoft Excel Tips and Tricks• Demonstration

What is Business Intelligence?

• Collecting information in order to make decisions

• Covers:a) The collecting of data

b) Discerning trends, patterns and meanings

c) Responding to that information

• Can take ANY form: verbal questions, reports, dashboards, etc.

Warehouse Sales Office

Web Server

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Data Data

Data Data

Data

Data

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User Desktop

Remote Office

What is Sage 100 Intelligence?

6

Icon Component Description

Report Manager Author (design, create) and run reports

Report Viewer Run reports and drill down – no editing

Security Manager Defines security for reports

License Manager Manages licenses

Connector Consolidations, Connect to additional databases and tables

Report Designer Excel add-in that transforms raw data intofinancial layouts

Demonstration• Standard Reports

– More then just General Ledger! • Drill Down Capabilities• Modify Existing Reports• Build Your own Financial Reports

– Designer Overview– Reporting Trees – Distribution Options

• Sage Business Intelligence Community– http://community.alchemex.com/group/sagemasinte

lligence

Break

Sage 100 ERP

Sage 100 Business Intelligence Workshop

Debbie Hill – Senior Trainer, Sage

Part 2

Microsoft Excel Tips and Tricks

• 6 Keyboard Shortcuts

• Dashboards– Dashboards vs. Reports

• Pivot Tables and Charts – Create and Modify Pivot Tables– Create Pivot Charts

• Excel Slicers

Keyboard Shortcuts

• Display the shortcut menu: Shift + F10• Wrap Text: Alt + Enter• Auto Sum: Alt + =• Insert new Worksheet: Shift + F11• Create a Chart: F11• Quickly Select Range of Cells: Ctrl + Shift + *