Sage 200 UKI Ideas Portal
Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.
Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.
It would be great to be able to install an Excel add on that allows you to refresh a report within Excel, rather than refreshing within Sage 200 and exporting the report again. SAP by design has this feature and we could add formulas to the left hand side of the report to aid in analysis. We could also add additional tabs to the excel sheet (as normal) which included Vlookups and Sum ifs, linking back the refreshable report. It was super easy to update reports/ Management accounts, rather than copy and pasting the data into our main excel file. A simple refresh and the formula's do the work there and then.
| Idea Benefit | Better analysis of data as the formulas would already exist |
| How do you solve for this problem today? | Export, copy, paste and remove any irrelevant data. |
| Product Variant | Sage 200 Professional |
Here at Technology Partners we create these refreshable reports within Excel using PowerQuery (we no longer use ODBC and Microsoft Query as it is now legacy software)
Sounds like Sage BI to me - or create the report through an ODBC connection