{"id":12563,"date":"2015-09-18T07:12:51","date_gmt":"2015-09-18T07:12:51","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=12563"},"modified":"2015-09-18T07:12:51","modified_gmt":"2015-09-18T07:12:51","slug":"account-range-selection-made-simpler-in-business-intelligence","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/","title":{"rendered":"Account Range Selection Made Simpler in Business Intelligence"},"content":{"rendered":"<p style=\"text-align: justify\"><a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-300-erp\" target=\"_blank\" rel=\"noopener\">Sage 300 Business Intelligence<\/a> empowers you to effortlessly create real-time, automate and pre-format report with accurate information. It harnesses the capability of Microsoft Excel to retrieve meaningful information from Sage 300 system for operations and strategic planning.<\/p>\n<p style=\"text-align: justify\">Using Business Intelligence, you can design your own custom reports. The Account Selection criteria is made simpler in the Business Intelligence tool. Suppose, if there are range of accounts say parent child accounts then you don\u2019t require to specify the range of accounts in the spec as required in Financial Reporter. On stating the parent account no, the report fetches the sum of all the accounts under parent head.<\/p>\n<p style=\"text-align: justify\"><em><strong>New Stuff:\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/15\/payment-advice-report\/\" target=\"_blank\">Payment Advice Report<\/a><\/strong><\/em><\/p>\n<p style=\"text-align: justify\">Let\u2019s have a look on this smart feature of Business Intelligence by taking an e.g. the Sales accounts has multiple child as shown below:<\/p>\n<p style=\"text-align: justify\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/09\/1.png\" target=\"_blank\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-12564 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/09\/1.png\" alt=\"1\" width=\"517\" height=\"209\" \/><\/a><\/p>\n<p style=\"text-align: justify\">If you require the total amount of all the accounts under the account head \u201cSales\u201d then in BI report just specify the parent account no in the spec column then depending upon the formulae that you have added it will display the output.<\/p>\n<p style=\"text-align: justify\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/09\/11.png\" target=\"_blank\"><img decoding=\"async\" class=\"aligncenter wp-image-12565 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/09\/11.png\" alt=\"1\" width=\"610\" height=\"279\" \/><\/a><\/p>\n<p style=\"text-align: justify\">The above BI report is designed to extract the net changes of the account which matches with the GL trial balance report as shown below:<\/p>\n<p style=\"text-align: justify\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/09\/12.png\" target=\"_blank\"><img decoding=\"async\" class=\"aligncenter wp-image-12566 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/09\/12.png\" alt=\"1\" width=\"601\" height=\"266\" \/><\/a><\/p>\n<p style=\"text-align: justify\">Thus, by following simple steps you can define the account selection parameters and thereby getting the desired output in real-time.<\/p>\n<p><strong>Also Read:<\/strong><br \/>\n1.\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/08\/12\/business-intelligence-security-and-license-managers-in-sage-300\/\" target=\"_blank\">Business Intelligence Security and License Managers in Sage 300<\/a><br \/>\n2.\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/02\/13\/scoping-sage-intelligence-reports-in-sage-300-erp\/\" target=\"_blank\">Scoping Sage Intelligence Reports in Sage 300 ERP<\/a><br \/>\n3.\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/09\/23\/e-mailing-sage-intelligence-reports\/\" target=\"_blank\">E-mailing Sage Intelligence reports<\/a><br \/>\n4.\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/01\/06\/addremove-additional-columns-in-sage-intelligence-reports\/\" target=\"_blank\">Add\/Remove Additional Columns in Sage Intelligence reports<\/a><br \/>\n5.\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/02\/19\/how-to-modify-standard-reports-in-sage-intelligence\/\" target=\"_blank\">How to modify standard Reports in Sage Intelligence<\/a><\/p>\n<p style=\"text-align: justify\">\n","protected":false},"excerpt":{"rendered":"<p>Sage 300 Business Intelligence empowers you to effortlessly create real-time, automate and pre-format report with accurate information. It harnesses the capability of Microsoft Excel to retrieve meaningful information from Sage 300 system for operations and strategic planning. Using Business Intelligence, you can design your own custom reports. The Account Selection criteria is made simpler in\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[59,362,406,2311,2312,2357],"class_list":["post-12563","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-account-range-in-bi","tag-bi","tag-business-intelligence","tag-sage","tag-sage-bi","tag-sage-300-erp"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Account Range Selection Made Simpler in Business Intelligence - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Account Range Selection Made Simpler in Business Intelligence - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage 300 Business Intelligence empowers you to effortlessly create real-time, automate and pre-format report with accurate information. It harnesses the capability of Microsoft Excel to retrieve meaningful information from Sage 300 system for operations and strategic planning. Using Business Intelligence, you can design your own custom reports. The Account Selection criteria is made simpler in\u2026 Read More &raquo;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2015-09-18T07:12:51+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/09\/1.png\" \/>\n<meta name=\"author\" content=\"sage300\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"sage300\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/\",\"name\":\"Account Range Selection Made Simpler in Business Intelligence - Sage 300 ERP \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/09\/1.png\",\"datePublished\":\"2015-09-18T07:12:51+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/1aced4e22c30ccf606960de27c9542f5\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/09\/1.png\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/09\/1.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Account Range Selection Made Simpler in Business Intelligence\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/\",\"name\":\"Sage 300 ERP \u2013 Tips, Tricks and Components\",\"description\":\"Explore the world of Sage 300 with our insightful blogs, expert tips, and the latest updates. We\u2019ll empower you to leverage Sage 300 to its fullest potential. As your one-stop partner, Greytrix delivers exceptional solutions and integrations for Sage 300. Our blogs extend our support to businesses, covering the latest insights and trends. Dive in and transform your Sage 300 experience with us! \",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/1aced4e22c30ccf606960de27c9542f5\",\"name\":\"sage300\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"sage300\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/author\/sageaccpac\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Account Range Selection Made Simpler in Business Intelligence - Sage 300 ERP \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/","og_locale":"en_US","og_type":"article","og_title":"Account Range Selection Made Simpler in Business Intelligence - Sage 300 ERP \u2013 Tips, Tricks and Components","og_description":"Sage 300 Business Intelligence empowers you to effortlessly create real-time, automate and pre-format report with accurate information. It harnesses the capability of Microsoft Excel to retrieve meaningful information from Sage 300 system for operations and strategic planning. Using Business Intelligence, you can design your own custom reports. The Account Selection criteria is made simpler in\u2026 Read More &raquo;","og_url":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/","og_site_name":"Sage 300 ERP \u2013 Tips, Tricks and Components","article_published_time":"2015-09-18T07:12:51+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/09\/1.png","type":"","width":"","height":""}],"author":"sage300","twitter_card":"summary_large_image","twitter_misc":{"Written by":"sage300","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/","url":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/","name":"Account Range Selection Made Simpler in Business Intelligence - Sage 300 ERP \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/09\/1.png","datePublished":"2015-09-18T07:12:51+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/1aced4e22c30ccf606960de27c9542f5"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/09\/1.png","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/09\/1.png"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/09\/18\/account-range-selection-made-simpler-in-business-intelligence\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/"},{"@type":"ListItem","position":2,"name":"Account Range Selection Made Simpler in Business Intelligence"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/","name":"Sage 300 ERP \u2013 Tips, Tricks and Components","description":"Explore the world of Sage 300 with our insightful blogs, expert tips, and the latest updates. We\u2019ll empower you to leverage Sage 300 to its fullest potential. As your one-stop partner, Greytrix delivers exceptional solutions and integrations for Sage 300. Our blogs extend our support to businesses, covering the latest insights and trends. Dive in and transform your Sage 300 experience with us! ","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/1aced4e22c30ccf606960de27c9542f5","name":"sage300","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"sage300"},"url":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/author\/sageaccpac\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/posts\/12563","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/comments?post=12563"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/posts\/12563\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/media?parent=12563"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/categories?post=12563"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/tags?post=12563"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}