New Features Guide
Using Excel reports
Using tables in Excel
The reports provided display information in an Excel "pivot table". To find out what you can do with pivot tables in Microsoft Excel, there are a number of online resources.
Visit the Microsoft Office website , and in the support area search for Excel topics about
"PivotTable".
Try searching YouTube for tutorials about using pivot tables.
Filter and sort data
You can filter and sort the information displayed in the report.
Filter data using a slicer
Use slicers to select what information to display.
For example, in the profit and loss statement you can filter information by financial year, accounting period, cost centre or department.
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To select more than one filter, press
Ctrl
and click the filters.
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To remove the filters from a slicer, click
Clear filter
.
For example, using this slicer we can choose to display accounts for specific countries.
Filter and sort data manually
If a column or row heading includes an arrow button, click the button to display options for filtering and sorting the data.
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7 | Excel Reporting n
Use the
Sort
options to change the order in which the information is listed.
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You can manually pick which items to display or hide from the list.
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You can filter the information based on whether it begins, ends or contains certain text. For example, to filter account names that begin with the letter
N
, select
Label Filters > Begins
With
and enter
N*
.
Change how fields are displayed
To select which fields are displayed or hidden in the report, use the
Pivot Table Fields
list.
To display the field list in Excel, either: n
Right-click anywhere inside the table and select
Show Field List
.
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Select anywhere inside the table to display the
PivotTable Tools
ribbon, then on the
Analyze
(or
Options
) tab select
(Show >) Field List
.
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New Features Guide
Add or remove a field
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Use the field section to pick the fields you want to show or hide in your table.
Rearrange fields
Use the areas section to arrange the fields the way that you want. You can drag fields between the four areas, or change the order of fields in an area.
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Use Filters to add the field as a filter for the whole table.
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Use Columns to add the field as a column label.
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Use Rows to add the field as a row label.
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Use Values to add the field as numeric data in the table. You can also choose how to display totals for the value, e.g.
Sum
will show a total of the values added together, or
Count
will count the number of items.
Add a logo or information to the report
You can add your own company logo or information to a report, just place them anywhere outside of the pivot table.
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Your wishes - features and enhancements
Some top wishes for Sage 200 have been included in 2015.
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Fixed Assets on page 50
A fixed assets register has been added to the Nominal Ledger module so that you can now record and manage your tangible long term assets within Sage 200.
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Work in progress (WIP) on page 53
You can use a work in progress (WIP) control account in the Balance Sheet to gather project costs for the duration of the project.
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Correcting posted financial transactions on page 57
You can now amend nominal ledger posting details and correct nominal journal entries for the current or previous years.
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Converting estimates to BOMs on page 60
you can now specify whether you want Machines or Labour to be the primary constraint in the
Bill of Materials calculations following conversion. And you can determine whether the setup cost taken across during conversion is for Machine or for Labour, and you can take across running costs for both machine and labour resources.
Please note that this section introduces you to the features and enhancements. For a full understanding of these, refer to the Sage 200 2015 help topic, What's new in this version .
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