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Business Intelligence Centre

Workshop 1: Business Reporting using Formulas and Functions
  • Create your own ribbon/s (in MS Excel 2010)
  • By viewing multiple windows you can Copy and Move worksheets between workbooks
  • Save time on data capturing in multiple worksheets by using Grouping
  • Consolidating worksheets by using Paste Special
  • Quickly identifying certain transactions and highlighting duplicates by using Conditional Formatting including Data Bars, Icons, etc.
  • Ensuring certain cells cannot be selected and formulae protected by using worksheet Protection
  • Simplify formulae by using Named Ranges
  • Using powerful functions to develop your report such as Lookup Functions, Text Functions, Logical Functions, Information Functions, Statistical Functions and Mathematical Functions

Sage Intelligence- Beginner Course

Duration: 1/2 Day

  •  How Sage Intelligence Reporting fulfils Business Intelligence needs.
  • Overview and purpose of each module.
  • Navigating within the Report Manager.
  • Types of Sage Intelligence reports.
  • Organizing your reports.
  • Creating a standard report.
  • Saving formatting changes in existing reports.
  • Creating a report that includes data from multiple reports.
  • Running multiple reports.
  • Summarizing or grouping data in a report.

Sage Intelligence Reporting – Intermediate Course

Duration: 1/2 Day 

  • Understanding the Excel workbook created when running reports.
  • Creating a single page dashboard view of your most important information.
  •  Protecting the Excel report from being edited.
  • Hiding or discarding insignificant rows in a report template.
  • Copying an Excel formula to new rows.
  • Scheduling a report to run
  • Copying report templates to/from other Sage Intelligence users.
  • Allowing report templates to be accessed by multiple users.
  • Sending reports to others (Managing, Adding, Editing and automating Distribution).
  • Best Practices when using Sage Intelligence.

Sage Pastel Intelligence Reporting – Financial Report Design Course

Duration:1/2 Day

  • An introduction to the Report Designer and the various methods used to create reports.
  • An introduction to the Layout Generator and how to use it to design a report.
  • The process and method of creating a new layout using the Layout Generator.
  • An introduction to the Task Pane and the process to create financial statements.
  • The steps to design financial layouts.
  • An introduction to consolidated connections and how to link them to containers.
  • An introduction to Reporting Trees and the management thereof
Workshop 2: Managing Data lists and Macros
  • Sorting your list in any specific order by using a Custom List
  • Using Subtotals to analyze your list to view totals by category
  • Identifying certain data based on a criteria by using Filtering
  • Ensuring you have consistent data capturing by using Data Validation
  • Summarizing your rows and columns by using Group and Outline and create Custom Views
  • Forecast outcomes by creating Scenarios
  • Simplify repetitive tasks by recording, viewing, running, and editing Macros

Sage Intelligence Reporting – Advanced Course

Duration:1/2 Day

  • An understanding of how to navigate and work with the Connector Module.
  • The steps to create connectivity to a data source
  • The understanding of how to create connectivity using Access as a Data source
  • The understanding of how to use Excel as a Data source.
  • An understanding of how to use the Graphical Join Tool to create a Multiple Table container. 
  • A demonstration on how to customize expressions using SQL.
  • An introduction and explanation of the different ways to use Pass Through Variables.
  • A demonstration on how to use the Connector to manage your containers and expressions.
  • An understanding of how to use the Connector to connect to multiple companies.
  • The best practices to create the most flexible efficient reports.

Workshop 3: Data analysis using PivotTables and Pivot Charts

Understanding the definitions and layout of a PivotTable
Summarizing data by creating a PivotTable
Improving the look and feel of the PivotTable by Modifying and Formatting an existing PivotTable
Saving time creating a new PivotTable by moving or copying an existing PivotTable
Using Pivot Tools to manage your PivotTable effectively (MS Excel 2010 includes using slicers to filter and for connection to another PivotTable)
Create and customize Sparkline’s (only in MS Excel 2010)
Creating specific formulae within your PivotTable by using a Calculated field
Summarizing dates into Months, Quarters and Years by using Grouping
Graphically representing your PivotTable by creating a PivotChart