Using Add-In Functions in a Report

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Using Add-In Functions in a Report

Sage Intelligence Reporting supplies Add-In’s that further enhance Microsoft Excel’s reporting capabilities. These Add-Ins are designed to tackle common problems that come up during reporting. The list of available Add-In Functions is regularly updated so for the most comprehensive list of functions update your software on a regular basis.

Method

  1. Select your report.
  2. Place a check in the Show Advanced option checkbox.
  3. Press the Lookup button next to the Run Add-Ins field.
  4. An Add-In function selection screen will appear. Once selections have been made, the screen appears as shown below:

  5. Start by selecting the Add-In Library.
  6. A list of Modules for the selected library will then become available in the Select Add-In Library Module drop down box.
  7. Select a Module.
  8. A list of Add-In functions will then be displayed in the Select Add-In list.
  9. To see a description for a Function you can select the function and view the description on the right hand side.
  10. Once you have chosen your Add-In function click OK.
  11. A screen will appear for specifying the relevant Function Parameters, as shown below:

  12. Specify your Function Parameters and click OK.
  13. The Add-In function should now appear in the reports Run Add-Ins property field.

Whenever this report is run the Add-In will now be executed. To edit the parameters of an Add-In function that has been specified already simply click the Add-In Function Builder button next to the Run Add-Ins box on your report properties and select the Function that you wish to edit, then follow the same steps as above.

  • Add-Ins placed in the "Run Add-Ins" property field will always run before any macros placed in the "Run Macros on Completion" property field
  • Should you wish to have an Add-In run after a macro, then either place the Add-In in the "Run Macros on Completion" property field after the macro name or, place the macro name in the "Run Add-Ins" property field before the Add-In