sage intelligence reporting - beginner exercise manual

7/25/2019 Sage Intelligence Reporting - Beginner Exercise Manual

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2014 Sage Intelligence Reporting Sage Intelligence 7.3 ReportingBeginner Exercises Page 1 of 22

Sage Intelligence ReportingVersion 7.3Beginner Exercises


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Contents

Welcome .................................................................................................................................................... 3

How to Use the Curriculum ..................................................................................................................... 3

Document Conventions .......................................................................................................................... 3

Sample Company Information ................................................................................................................ 3

Lesson Exercise 1: Overview of Sage Intelligence Reporting ..................................................................... 4

Lesson Exercise 2: Navigating within the Report Manager ......................................................................... 5

Lesson Exercise 4: Organizing Reports ...................................................................................................... 6

Lesson Exercise 5: Creating a Standard Report ......................................................................................... 8

Lesson Exercise 6: Saving Formatting Changes in Existing Reports ........................................................ 17

Lesson Exercise 7: Creating a Report That Includes Data From Multiple Reports .................................... 19

Lesson Exercise 9: Summarizing or Grouping Data in a Report ............................................................... 21


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Welcome

This book accompanies the Sage Intelligence Reporting Beginners Course manual and contains the

exercises required to provide hands-on practice of the topics discussed in the lessons.

How to Use the Curriculum

In addition to this course been completed, an online assessment will be required to be passed in order to

obtain your course certificate. The assessment can be found at www.sagealchemexacademy.com. Your

login details will be provided to you on completion of the course.

Document Conventions

Sage Alchemex uses the Microsoft Manual of Style (MMOS), Third Edition,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.

Sample Company InformationThe exercises have been created based on the sample company RKL Tradingprovided with Sage

Intelligence Reporting software.


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Lesson Exercise 2: Navigating within the Report Manager

Steps:

1. Open the Sage Intelligence Reporting Report Manager.

2. Expand the Demonstrationfolder. (Double-click)

3. Click the Sales Detailsreport.

4. In the Properties window, click Show Advanced.

5. Determine if Allow Report Viewer and External Access is clicked.

Yes No

6. In the ribbon, on which tab is the option to Export Report.

Help Home Tools

7. Using the ribbon, launch the Help File. On the first page which appears, what is the last benefit listed

as a benefit of using Sage Intelligence Reporting?

Extends Microsoft Excel skills rather

than requiring learning of a new set of

software skills

Empowers you thereby improving

overall productivity

8. Close the help file.

9. Double-click on the Financial Reports Designerreport. Name the second column listed in the

columns list.

Department Parameters AccountName

10. Using the right-click menu on the Demonstrationfolder. Name the second option on the menu.

Delete Add report Rename


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Lesson Exercise 4: Organizing Reports

Objective:This exercise guides you through organizing reports within the Report Manager and includes

adding a folder, copying a report, renaming a report and locking a report.

Steps:

Create a folder named Inventory Reports.

1. Open the Report Manager.

2. Click on Home on the Hometab (or right-click and then select Add Folder)..

3. Click Add Folder.

4. Type Inventory Reportsand click OK. The folder appears in the list.

Copy the Stock Re-Order Levels report to the Inventory Reports folder.

1. Click on the Stock Re-Order Levels report.

2. On the Hometab, click Copy.

3. Click on the Inventory Reportsfolder.

4. On the Hometab, click Paste(or right-click and then click Paste). Your copied report is prefixed with

Copy offollowed by the original report name.

Rename the report to Stock Orders.

1. Click the copied report

2. On the Home tab click Rename(or right-click and then select Rename). This also gives you the option

of renaming the template to match the report name.

3. Type the name Stock Orders.

4. Click OK.


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Lock the Reportto prevent changes.

5. Click on the report.

6. On the Hometab, click Lock/Unlock.

7. Enter an unlock password of 1234.

8. Click OK.

9. Confirm the password.

10. Type 1234again.

11. Click OK.


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Lesson Exercise 5: Creating a Standard Report

Objective:This exercise guides you through creating a standard report, adding filters and parameters,

creating a basic PivotTable and saving the report template.

Steps:

1. Number the six basic steps in the right order to create a standard report:

Format the report ...................................... ________

Add a folder .............................................. ________

Define the properties of the report ............ ________

Save the Excel Template .......................... ________

Run the report........................................... ________

Add a report .............................................. ________

Add a folder.

1. In Report Manager, create a SalesReportsfolder.

Add a Report.

1. Click the Sales Reportsfolder.

2. Click Add Report.

3. Click Standard Reportand click OK.

4. Type Commission Reportfor the name of the report, and click OK.

5. Click Sales Details 2.0 (Demo)for the data container and click OK.

6. Click the following fields to include in the report, then click OK:

CustomerName

Date

SalesPersonName

ProductCodeName

ProductID

TotalSale


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7. Click on the report named Commission Report, and observe the various tabs in the properties window.

Notice, for example, the columns listed on the Columntab. (If you happen to be missing a column, or

want to add another column, you can click the Addbutton and click additional columns.)

Define the properties of the report.

1. Click on the Filterstab and click Add.

2. Click SalesPersonNameas a filter field.

3. Click Equal Toas the comparison method and click OK.

4. Type DAVEas a comparison value.

5. Click OK.

6. Run the Commission Reportreport.

NOTE:The data in the report is only from transactions where Davewas the sales person.

7. Close the report and return to the Report Manager.

8. Navigate back to the Filterstab in the properties window of the report and Removethe filter we added.

9. Click the Parameterstab and click Add.

10. To add a start date parameter, click Datein the Choose Filter Fieldswindow and click OK.

11. Click Greater Than or Equal Toas the comparison method and click OK.


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12. Leave the default for the Parameter blank. This will allow you to click the date at runtime. (You could

also use a system variable as a parameter by clicking the @ button)

13. Click OK.

14. To add the end date, click Add.

15. Click Dateas the Filter Field and click OK.

16. Click Less Than or Equal Toas the comparison method (blank) and click OK.

17. You should now have the following two parameters.

Runthe report.

1. Run the Commission Reportreport. When prompted for the report parameters, enter the dates youd

like to run the report for. (example1 September 200330 September 2003) The demo database

RKL Tradinghas data for the years 2002to 2003.

NOTE: Data for all sales persons were displayed but only between the dates you specified as

parameters.

Formatthe Report.

1. Click the Inserttab and click PivotTablein the Tablesgroup.


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2. The Create PivotTablewindow appears. In the text field for Table/Range, Press F3and click the

RawDatarange, or you can enter SourceData!Rawdataas the source of the data for the PivotTable.

3. Select the location of the new PivotTable, usually ExistingWorksheet, then browse to Sheet3(or a

blank worksheet), then click OK.

4. Click OK. The following window will appear in Microsoft Excel.


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5. Drag the CustomerName field to the Row Labels area in the PivotTable Field List.

6. Drag the ProductCodeNamefield to the Row Labelsarea.

7. Drag the SalesPersonNamefield to the Report Filterarea.

8. Drag the TotalSalefield to the Valuesarea. (remember to change the field value setting tosumif it is

on count)


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The resulting PivotTable will look like this:

9. Right-click on the Sum of TotalSalefield in the field list, and click Value Field Settings.

10. Click Number Format to change the format of the amounts showing in the PivotTable.


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11. In the list, click Number. Change Decimal places to 2and click Use 1000 Separator.

12. Click OK.

13. Click in the Custom Namefield, and change the name to Sale Amount.

14. Click OK.

15. Rename Sheet3 worksheet to Commission by SalesRep.


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Save the Excel Templatein Report Manager:

1. Return to the Report Manager, without closing Microsoft Excel.

2. Click on the Commission Reportin the Sales Reports folder.

3. Click Save Excel Template.

4. Click the correct workbook in the window, and clickOK.

5. ClickYesto allow the second worksheet to be cleared.

6. (ClickYesto turn off the option to Save Data with Table Layout, as recommended, and click to

overwrite the previous template.)

7. In the Specify Template Name window, click OK.

8. Upon completion, the following window appears stating that the template was created successfully and

linked to the report. Click OK.


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9. Go to Microsoft Excel and youll see thereport is no longer open.

10. Return to the Report Manager and run the Commission Report using the default parameters.

11. Observe the worksheets, and the modifications made in this exercise.

12. Close Microsoft Excel without saving.


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Lesson Exercise 6: Saving Formatting Changes in ExistingReports

Objective:This exercise guides you through saving report templates after making formatting changes in

Microsoft Excel.

1. In the Report Manager, under the Demonstrationfolder, copy the RKL Dashboardreport.

2. Run the Copy of RKL Dashboard report.

3. In Microsoft Excel, click the Products Dashboard worksheet. This sheet uses Excel functionality to

show the top 10 products. We will modify this to show top 5 products.

4. Modify the title of the graph in row 30 to be TOP 5 Products.

5. Unhide and click on the ChartData worksheet.

6. In the second table TOP 10 Products, click the filter icon next to theProductName field. Click theValue Filters option, thenTop 10.

7. Modify the filter to show the Top 5 Items byTotalSale. (Note that the Items means records or

transactions, not inventory items.)

8. Click OK, and youll see thegrid change to reflect 5 customers.

9. Click on the Products Dashboard worksheet and youll see thechart has changed to reflect 5

customers.


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Change the color of the chart.

1. Click on the chart.

2. On the Designtab, click Change colors.

3. Click the colors of your choice.

Change the worksheet cell reference and save it:

1. Click cell P23 and change the cell to refer to =IF(ISERROR(ChartData!E12),"",ChartData!E12)

2. Return to the Report Manager, without closing Microsoft Excel.

3. Click on the Copy of RKL Dashboardreport.

4. Click Save Excel Template.

5. Click the Copy of RKL Dashboard workbook in the window, and clickOK.

6. ClickYesto allow the second worksheet to be cleared.

7. Leave the template name as default and clickOK.

8. When its finished saving, a window appears stating that the template was created successfully and

linked to the report. Click OK.

9. If you go back to Microsoft Excel youll see the report is no longer open.

10. Return to the Report Manager and Runthe Copy of RKL Dashboardreport.

11. Look through the worksheets and youll see all of the changes you made in this exercise.

12. Close Microsoft Excel without saving.


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Lesson Exercise 7: Creating a report that includes data frommultiple reports

Objective:This exercise familiarizes you with creating a union report using two standard reports.

Our demonstration data limits us so we wont beable to show you the true potential of union reports but Imsure youll get the general idea from doing this exercise.

Create a union report.

1. Open the Report Manager.

2. Expand the Demonstrationfolder.

3. Make a copy of the Sales DetailsReport.

4. Paste it into the Salesfolder.

5. Youllnow have a report in the Sales folder named Copy of Sales Details. Remove the parameter

from the Copy of Sales Detailsreport.

6. Right-click on the Salesfolder and click Add Report.

7. Click Union Report.

8. Enter SalesReportsfor the report name.

9. Click the Sales Detailsand Copy of Sales Detailsreports.

10. Click OK.

Change the order of the worksheets.

1. Expand the new SalesReportsreport by double clicking, then click the Union Sub Report.In the

properties window change Output Sheet Numbertext box, type 3.

2. Click Apply.


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Hidethe sub reports.

1. From the object window, click the report.

2. From the properties window, click Show Advanced.

3. From the properties window, click Report Hidden.

4. Click Apply.

5. This report will not show in your list of available reports.

Runthe report.

1. Run the SalesReportsreport. Use the default date (1 September 2003).

2. Review data in the various sheets (Sheet1 and Sheet3 will be populated with Raw Data/ Source data).

NOTE: The Copy of Sales Detailsreport will include all transactions whereas the Sales Detailsreport

has a parameter so will only include transactions greater than 01 September 2003.

3. Close the Microsoft Excel report without saving.


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Lesson Exercise 9: Summarizing or Grouping Data in a Report

Objective:This exercise will revise previous concepts as well as familiarize you with how to add aggregate

filters and, aggregate functions.

Steps:

1. In Report Manager, create a folder named Sales.

2. Add a new Standard Reportin the Salesfolder.

3. Name it Aggregate Sales.

4. Click the Sales Details 2.0 container.

5. Click the following fields for the report:

CustomerName

ProductName

ProductID

SalesPersonName

TotalSale

6. On the Filterstab, add the filter: CustomerName Equal To SPICE POT.

7. Copy the Aggregate Salesreport and paste it in the Salesfolder.

8. Rename the copied report to Aggregate Function Sales.

9. Copy the Aggregate Salesreport again and paste it in the Salesfolder.

10. Rename the copied report to Aggregate Filter Sales.

11. Click on the Aggregate Function Salesreport.

12. Click on the Columnstab.

13. Right-click on TotalSaleand click Apply Aggregate.

14. Select Sumand click OK.

15. Click on the Aggregate Filter Salesreport.

16. Click on the Aggregate Filterstab.

17. Click Add.


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18. Click TotalSale.

19. Click Greater Than.

20. Type 1.

21. In the Salesfolder, add a Union report.

22. Name it Aggregates.

23. Select the Aggregate Filter Sales, Aggregate Function Salesand Aggregate Sales reports.

24. Click OK.

25. Change the Aggregate Filter Salesreport to output to worksheet 3.

26. Change the Aggregate Function Salesreport to output to worksheet 4.

27. Run the Aggregatesunion report.

28. In worksheet 1 and 4 add a total to the TotalSalecolumn.

Notice the same total appears for both, meaning that no transactions have been filtered out, but only

summarized. In Worksheet 3 where we added an aggregate filter, only those transactions with more than

one identical transaction appears.

29. Close Excel without saving.

sage intelligence reporting - beginner exercise manual

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