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Intelligence Reporting
Getting Started
Training Manual
Table of Contents
Welcome............................................................................................................................... 4
Course Pre-requisites........................................................................................................ 4
Document Conventions ..................................................................................................... 4
Course Outline .................................................................................................................. 4
Sample Company Information ........................................................................................... 4
Lesson 1: Installing Sage 100 Contractor Intelligence Reporting ......................................... 5
Pre-requisites .................................................................................................................... 5
Downloading Sage Intelligence Reporting ......................................................................... 5
Installing Intelligence Reporting ....................................................................................... 10
Creating a Repository Folder........................................................................................... 14
Opening Intelligence Reporting ....................................................................................... 15
Lesson 2: Running Out-of-the-box Reports ........................................................................ 19
Opening Out-of-the-box Reports ..................................................................................... 19
Out-of-the-box Report Details .......................................................................................... 25
Bonding Report ............................................................................................................ 25
Committed Budget Cost Variance Report .................................................................... 26
Job Cost Summary ...................................................................................................... 27
Over/Under Billing Report ............................................................................................ 27
Lesson 3: Making Changes to Out-of-the-box Reports....................................................... 28
Customizing a Standard Report ...................................................................................... 28
Distributing Reports ......................................................................................................... 33
Setting up Distribution Instruction ................................................................................ 33
Sending a Worksheet for Distribution ........................................................................... 37
Lesson 4: Excel for Beginners ........................................................................................... 40
Microsoft Excel Basic Elements ...................................................................................... 40
Entering and Manipulating Data in Microsoft Excel .......................................................... 42
Widening column width ................................................................................................ 43
Editing Data in a Cell ................................................................................................... 43
Selecting Multiple Cells ................................................................................................ 45
Selecting an Entire Column ......................................................................................... 46
Selecting an Entire Row............................................................................................... 46
Selecting the Entire Worksheet .................................................................................... 47
Formatting Data in Microsoft Excel .............................................................................. 48
Using Format Painter ................................................................................................... 52
Using AutoFill .............................................................................................................. 53
Working with Formulas in Excel ...................................................................................... 55
Sage 100 Contractor Intelligence Reporting Getting Started Training Manual
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Welcome
The Sage 100 Contractor Intelligence Reporting Getting Started Course is designed to
introduce you to Sage Intelligence Reporting.
Highlights include installing Sage 100 Contractor Intelligence Reporting, running out-of-the-box
reports as well as making changes to standard reports.
Course Pre-requisites
Basic accounting knowledge is essential to complete this course.
Document Conventions
Sage Alchemex uses the Microsoft Manual of Style (MMOS), as its corporate authority for technical
terminology and references to user interface elements as well as terms approved by the Sage
Softwares Training Council or the CSC for references to specific training types, individual roles,
certification terms, and specific elements of the curriculum.
Course Outline
This course is divided into lessons. Each lesson is designed to provide you with practical knowledge
and experience that can be applied to your specific needs.
This course includes the following lessons:
Lesson
Purpose
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3. Scroll down the page and locate Sage 100 Contractor Intelligence Reporting.
4. Click on Find out More.
5. Click Try It For Free to download your 30 day free trial version.
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9. On the small popup screen that appears at the bottom of the page, click Run.
Note: If you want the executable file to be stored on your computer, click the Save button.
The file may take a couple of minutes to download depending on your Internet speed. If
Microsoft .Net Framework 4.0 and Microsoft Visual Studio 2010 Tools for Office Runtime havent
been installed, youll be prompted to install them automatically. Click Install.
If you chose to run the .exe file, proceed to Installing Sage Intelligence Reporting topic. If you
chose to save the exe file do the following:
1. Locate the file where youve saved it.
2. Double-click on the file.
3. Then proceed to the topic Installing Sage Intelligence Reporting.
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Tip: You can change the location for your program by clicking Change and navigating to your
location, and then clicking OK.
5. Select the country of your location.
Warning: It is important that you select the country that you operate in, as this will determine
the nature of the reports that will be included.
6. Click Next.
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7. Click Install.
Note: The installation process may take a couple of minutes, depending on your Internet
speed.
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8. Click Finish.
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Tip: This is the folder that was created in the earlier topic Creating a Repository Folder.
6. Click OK.
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9. Click OK.
The Report Manager will open and you can start running your reports.
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Tip: You can tick Remember Database Credentials checkbox if you dont want to enter your
credentials every time you open the Report Manager.
6. Click OK.
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The Report Manager will open and you will see a list of folders containing out-of-the-box reports
available to you as standard in Intelligence Reporting. In this lesson we will cover four of those
reports.
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10. If the report requires parameters, you will be prompted to fill those in.
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The report will open in Microsoft Excel. Each report has a Home page where you can select the
available reports from the menu or the tabs.
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8. In the window that appears, select the Microsoft Excel workbook which contains the changes
you made.
Warning: All Microsoft Excel workbooks that you have open will be listed in the window, so
ensure you select the correct Microsoft Excel workbook to use as a template for your report.
9. Click OK.
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If you maximize Excel, youll see that your report has been automatically closed.
If you run the copied report, youll see that all the changes youve made have been saved.
We couldve also created a new report from scratch, but youll learn all about that in the
Beginner course, also available on our academy.
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Distributing Reports
Distribution allows you to set up which reports you would like to send, in a certain format and using
a particular method. You can even schedule it to automatically run whenever you need, so youll
never miss a report deadline. We cover distribution in greater detail, including how to schedule your
report to run, in the Intermediate course.
Under the BI Tools tab in Excel, you will see Distribution. This allows you to send your final report
to an email address or publish your file to a specific folder. Were going to publish our document to
the desktop, but you can save it on a server, or a shared folder that you have access to. You can
also send your file to an FTP server or Email it.
Setting up Distribution Instruction
1.
2.
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3.
4.
Click OK.
Note: You have three ways to distribute your report. Those options are Email, File Publish and
FTP.
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5.
6.
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8.
9.
Note: You have the option to distribute each worksheet in the workbook as a separate
document.
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2.
3.
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4.
Warning: All the worksheets that you have in your workbook will be listed in the Worksheets
To Send list, so ensure that you select the correct worksheet.
5.
Click OK.
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Rows
Columns
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A formula bar displays the data or formula stored in the cell you have selected.
A cell is each rectangular block on the worksheet. Cells in a worksheet have references to identify
them according to the column and the row they are in, for example the cell on the picture would be
cell E6 as it is situated in column E row 6.
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Lets look at something a little more powerful. If for example you need the CostPrice to be reflected
as a currency instead of a simple number:
1. Select the column.
2. From the menu in the Number section, there is a currency icon with a currency dropdown menu.
Select $ English (United States).
Now each value is displayed with the dollar symbol. Better than doing each one individually!
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Other types of formatting include changing text to bold, changing the font colour and size and many
more.
For example, you can change the heading to bold.
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Using AutoFill
Excel has a feature that helps you automatically enter data that is in a predictable sequence, for
example, days of a week or months.
Autofill can also be applied if you want values to follow a particular pattern or to use the same
formula in different cells. To apply Autofill you have to start by providing Excel with one or two
examples. In cases of sequences like months, weekdays and hours, one example can be provided.
To demonstrate the power of Autofill:
1.
2.
3.
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See how Excel has predicted the sequence and added other days of the week!
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2. On the Home menu click on the AutoSum icon. See how Excel creates a formula
automatically.
3. Press Enter.
It does assume that you want to add the list that is most obvious, but you have the option to
change this range if its not correct. You can leave this as in this case it covers the correct
range of cells.
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4. Now, you can copy the formula down to the other rows by using the Autofill function to
calculate total score for each sales person. Remember in our first row we were adding cells
B3 to E3. But now notice how the cell reference changes as we copy the formula down, B4
to E4 etc.
By default in Excel, cell references are relative references, meaning when copied across multiple
cells they change based on the relative position of rows and columns. This works where you want to
repeat the same calculation across multiple rows or columns. Like the example we have just looked
at. But might not be the same in all cases.
On the original worksheet insert a new row above headings row. To do this:
1. Select the entire row.
2. On the Home menu click on the Insert icon.
3. Name row A1, Commission and use the format painter to copy the format in cell A2.
4. Add a fixed value of 5% on cell B1.
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5. Create an additional column at the end and name this column SalesCommission.
We have our commission set to 5% in cell B1. We want to include this % in our calculations of our
Sales Commission, and importantly use the cell B1 in our formula.
We want our commission value to show in column i, and I am going to calculate it by working out
my total sales value multiplied by 5%. To do this:
6. Click into the first cell in the SalesCommission column, in this case cell I3.
7. Type in the formula. A quick way to create a small formula is to start with the = sign. This
tells Excel that you want to create a calculation in that cell.
8. Click on the TotalSales value, see how Excel automatically adds H3 to your cell.
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Now if you press enter you will see your calculation appear, but what you want to do is lock in the
cell B1, so to do this:
11. Press F4 on your keyboard and see the $ sign appear before the B and before the 1,
locking in both the column and the row value. Locked values are called absolute
references.
12. Press Enter and your commission value will be calculated for row 3.
13. You can then copy the formula to the rest of the cells using the AutoFill function that you
saw earlier.
Lets have a look at how Excel has copied the formula. See how cell I5 references H5 but has kept
our B1 cell locked in. And the same for the rows below.
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Introduction to PivotTables
Lastly, have you heard of PivotTables? If you are using Sage Intelligence, you will notice that when
you run some of your out-of-the-box reports, you will see the data is presented in PivotTables. A
PivotTable allows you to summarize lists of information in a simple format. You can arrange data by
columns and rows and you have the flexibility to label and sort them any way that you want to.
Depending on the data that you want to see, for example if you want to see TotalSales for each
product category you can drag and drop this on the Values section.
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Do you want to group data by category? Interested in comparing results by person, by quarter or by
category? Need to answer questions that start with 'How many?' or 'How much?' PivotTables can do
all of that. The best way to take advantage of PivotTables benefits is to use them with Intelligence
Reporting, which allows you to truly capitalize on the available data. If you dont already know about
PivotTables, we highly recommend you attend our Excel on Steroids series. Workshop 3 is
dedicated to teaching you how easy it is to manipulate your data in a way which allows for easier
analysis.
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