In the previous articles of SAI series we learnt step-by-step creation of Consolidated Payables report and configuring it.
Now you’re ready to run it – click the green ‘play’ menu button. You’ll be prompted to enter Fiscal Period and Fiscal Year, since we left values blank. After entering the desired fiscal range twice – one time for each sub-report, we can witness a kind of ‘Excel mambo-jumbo magic’ with jumping numbers and blinking screens, the result of which will be an Excel workbook with two tabs: Sheet1 –Raw data, Sheet2 – Reports parameters, used by SAI. After spending just a few minutes editing the raw data sheet, we can create a Template that will be used every time you run this report from Report Manager, it might look something like that:
We can even create a Pivot Table from this raw data, using the powerful Excel tools, which will slice and dice that data the way you want, here’s just one example:
Note: Editing SAI reports utilizing the power of Excel won’t be covered here, look for future articles from this series.
When you’re satisfied with the layout, save and link the workbook as a Template (**.XLT) to the SAI report. Next time you run it, the workbook will be arranged in that template’s fashion. You can even create Excel Macro that will be called into action to edit the report as a part of automation process.
That example of data consolidation is not the perfect sample of business logic, but hey – who said you can’t create better and much more sophisticated reports following these simple steps.
In conclusion, I would definitely recommend not giving up on that great addition to the current version of Sage ERP Accpac.
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Article Author: Leon Colton