Filter Data in BI

To limit the data displayed on the report you can use a filter. Select the Filter Data icon from the BI ribbon. The Filter screen opens. You can enter a filter against the data displayed on either the Row or Column axis. Select to Include or Exclude data based on the filter criteria that you enter.Continue reading “Filter Data in BI”

Sorting Data in BI

The data in a BI report can be Sorted using the Values/Measures selected. Select the Sort Data icon from the BI ribbon You can either sort the data on the Rows or on the Columns. Click ‘Select’ and choose from the available Measures that have been added to the Report Layout. You can then chooseContinue reading “Sorting Data in BI”

Increase the number of Rows displayed on a BI report

Each BI report is limited to the the number of data rows displayed on the report, and the number of dimension members displayed within the Report Layout pane. To view additional rows on a report you have to use the Page arrows on the BI ribbon. To view further Dimension members you are able toContinue reading “Increase the number of Rows displayed on a BI report”

How to enable Full (Advanced) Functionality in Sage 200 BI

When BI is installed it is set by default to only show basic functions. This means that you are limited to what you are able to achieve. To enable full functionality select ‘Personalise’ from the Sage BI Toolbar. Select Advanced functionality within the following screen N.B. The changes will only take effect when Excel isContinue reading “How to enable Full (Advanced) Functionality in Sage 200 BI”

Change the title of a BI Report

When creating a BI report it is automatically given a name/title, for example Report 1. The almost natural thing to do is to select the cell where the title is displayed and type over it. However if you do this it will make the report disappear. The reason for this is because the title is generated by anContinue reading “Change the title of a BI Report”

Sage 200 2011 SP2 Hotfix 3 – Sage200 BI Collation Error Fix

An issue was found with Sage 200 BI when Sage 200 2011 SP1 was released. The problem related to the SQL collation settings on either the Sage 200 Database or the SQL Server instance. A hotfix has now been released for Sage 200 2011 SP2 to fix this problem. It should be noted that theContinue reading “Sage 200 2011 SP2 Hotfix 3 – Sage200 BI Collation Error Fix”

BI database not updating

If your system is installed on a Windows Server 2008 (64 bit) one thing to check is the Business Intellegence scheduled task. If the ‘Configure For’ is set to ‘Windows Vista or Windows Server 2008’ , try recreating the task again and set the ‘Configure For’ to ‘Windows Server 2003, Windows XP or Windows 2000’. The Scheduled Task should now run andContinue reading “BI database not updating”