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  • 1.  Sage Intelligence - drill down to transaction level

    Posted 04-15-2022 10:04
    I have a client building her own Sage Intelligence financials (income statement/balance sheet).  She is asking about the ability to drill down from an account to the transaction level. I build a lot of financials in SI and no one ever asks for this.  I've searched and only found posts from many years ago that tell me to right-click the cell and choose 'drill-down'.  Doing that ends up giving me a message to 'Please select a cell which has a supported formula to drill down'.  Not very helpful.  Anyone have suggestions on how to handle this or if it is even possible?  Thanks!

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    Dawn Kulbacki
    Capitol Computer Systems, Inc.
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  • 2.  RE: Sage Intelligence - drill down to transaction level

    Posted 04-15-2022 10:48
    What's the formula in the cell you are trying to drill down on? Is it a SI reserved formula such as 'GLActual" ?

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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
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  • 3.  RE: Sage Intelligence - drill down to transaction level

    Posted 04-15-2022 10:51
    Yes.  Example:  =@GLActualYTD($B8,$C$2,GLCurrentPeriod($C$1),$C$1,,,,$C$4,,,,,) * -1

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    Dawn Kulbacki
    Capitol Computer Systems, Inc.
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    Original Message


  • 4.  RE: Sage Intelligence - drill down to transaction level

    Posted 04-15-2022 10:57
    What's the "@" for between the "=" and "GLActual"?  Here's a formula I use that the drill down works on:  =GLActual("300?-??-??",LEAD!B$1,LEAD!B$2,LEAD!B$3)

    You might try hard coding the GLCurrentPeriod or referencing it in a lead sheet for testing to see if that solves the issue.  SI might get confused with the nested reserved words.

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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------

    Original Message


  • 5.  RE: Sage Intelligence - drill down to transaction level

    Posted 04-15-2022 12:08
    The @ was in her fromula.  However, the trick was to use a parameter sheet, as you suggested.  Then it worked just like it was supposed to.  Thanks so much!​

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    Dawn Kulbacki
    Capitol Computer Systems, Inc.
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    Original Message


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