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  • 1.  Sage Intelligence question - customer wants an inc

    Posted 05-02-2018 04:14
    Sage Intelligence question - customer wants an income statement for each department, and there are about 40 departments. IS there a way to make SI create one for each department from one worksheet, or do i need to make a coy of the worksheet for each department?


  • 2.  RE: Sage Intelligence question - customer wants an inc

    Posted 05-02-2018 04:25
    I don't think so but I'd be interested if there was. I have created on IS and gave user the parameter to change the department and then print. Not quite what you wanted. Sent from my cell phone. Please forgive any misspellings.


  • 3.  RE: Sage Intelligence question - customer wants an inc

    Posted 05-02-2018 04:56
    Guess it depends on what the end use of the report is. Back in the stone age days of Lotus 1-2-3, I would write a macro to change the department parameter, refresh and then print the range. Rinse repeat. Probably do the same thing now in a script by setting up a department list range and printing. Oh, it might be easier to bite the bullet by copy/pasting 40 times


  • 4.  RE: Sage Intelligence question - customer wants an inc

    Posted 05-02-2018 07:04
    Do you want the spreadsheet to open with 40 income statements? How about creating a layout with a reporting tree that allows them to select the dept when they generate the layout?


  • 5.  RE: Sage Intelligence question - customer wants an inc

    Posted 05-02-2018 07:11
    Its either use 1 worksheet and change out the dept on the fly or create 40 worksheets.


  • 6.  RE: Sage Intelligence question - customer wants an inc

    Posted 05-03-2018 14:53
    I had this conversation with Sage Intelligence support a couple of years ago. In my case the customer had 75 departments and one worksheet for each department. It's a lose-lose situation. A 75 tab workbook is not easy to maintain and painfully slow to refresh from the Report Manager. On the other hand dragging and dropping a reporting unit to a designated cell is a pain, but the report generation goes fast. I would like to see the Reporting Tree unit names listed on the right in the Report Designer window and when I click on the reporting unit name the worksheet refreshes with that unit's values. The reporting tree would be interactive. SI Support loved the idea... Still waiting.


  • 7.  RE: Sage Intelligence question - customer wants an inc

    Posted 05-03-2018 15:24
    Why not write a script to read down a list of departments, stop in each cell, copy the cell contents to the parameter cell, refresh the report, print the range, then move down to the next cell, rinse, repeat? When it reaches the end of the list, it exits the macro script.


  • 8.  RE: Sage Intelligence question - customer wants an inc

    Posted 05-03-2018 16:04
    I did. But I had to replicate the reporting tree in a column on a separate worksheet, because I couldn't figure out how to access the reporting tree units directly from a macro. It is a lousy work around because the customer has to remember to update the worksheet list every time he updates the reporting tree. It's useful when printing but not when auditing and balancing the report.


  • 9.  RE: Sage Intelligence question - customer wants an inc

    Posted 05-04-2018 11:15
    not most efficient - create 40 reports and run all 40 reports as a group - each report saved in a set folder.