A A A A - Home | Alchemex Training... · 2015-02-09 · Excel workbook, use add-Ins, schedule a report, export and import reports, distribute reports and allow report templates to

(02) 9890 2339 Unit 35, 41 Rawson Street, Epping 2121 www.alchemex.com.au

ALCHEMEX ACADEMY TRAINING COURSES DELIVERED 100% ON-LINE OR AS CLASSROOM-BASED COURSES

Sage Alchemex is a standalone tool that can be easily configured for any ODBC compliant data source. It is

also integrated into, or provides an autoconnect solution, for the following products:

Advanced Business Manager (ABM Alchemex)

MYOB AccountRight

MYOB Exo Business

SAPB1

Sage Pastel Accounting Evolution (BIC)

Sage Pastel Accounting Partner (BIC)

Sage Pastel Accounting Xpress (BIC)

Sage Pastel Payroll (BIC)

Sage One Accounting (Intelligence Go!)

Sage 50 U.S. (Intelligence Reporting)

Sage 50 Canada (Intelligence Reporting)

Sage 100 ERP Intelligence Reporting

Sage 300 Intelligence Reporting

Sage 500 ERP (Intellignece Reporting)

Sage ERP X3 (Intelligence Reporting)

Sage Handisoft (Practice Intelligence)

Sage VIP (Intelligence Reporting)

Sybiz Vision Classic (BIC)

Sybiz Vision .Net (BIC)

SYSPPRO

Wage Easy (Easy Business Analyzer)

Sage Alchemex Software utilizies the

extremely powerful Microsoft Excel® as a

front-end, unleashing the power of an

established, and arguably the most powerful

software to date. The skills required to

manipulate the data at one level are purely

Excel skills. Furthermore, Microsoft Excel®

provides access to the Visual Basic coding

module, giving skilled users the flexibility of

now taking your reporting to the next level.


Our Course Packages Packages are designed to give the trainees education to assist them in utilizing their desired skills effectively when

they are using the program. Packages are discounted to the normal pricing:

Mic

roso

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l

Bas

ic E

xcel

Ski

lls For trainees who are not at an intermediate level in Microsoft Excel, this course will

give you intermediate skills before you a basic understanding of Microsoft Excel before you attempt more advanced training. *Courses included: Discovering Excel.

Ad

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ced

Dat

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ysis

This package is Advanced Training in Data Analysis. The power of Sage Intelligence is included within this Microsoft Excel front-end, and being able to utilize this product effectively is of paramount importance. Not only is Microsoft Excel used for Sage Intelligence, but is heavily required for employees in everyday work. *Courses included: Excel on Steroids 1, 2 & 3.

Sage

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Usi

ng

Sage

In

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‘Using Sage Intelligence’ is our Basic Level course that teaches trainee’s the basic functions within the software itself. It doesn’t include any Microsoft Excel Training. *Courses included: Sage Intelligence Basic and Intermediate Training

Bu

sin

ess

Inte

llige

nce

P

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This is our intermediate level training package which includes all the courses from “Using Sage Intelligence” as well as the features within the Connector module. It also includes Excel on Steroids training to round out all the skills you need to use Sage Intelligence, but will not teach you to write reports. *Courses included: Sage Intelligence Basic, Intermediate and Advanced Courses as well as Excel on Steroids workshops 1, 2 and 3.

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Pro

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This is our most advanced training package, where we teach you how to write your own reports from scratch. Not only do you do the learning yourself, but we provide 2 hours of time by one of our qualified professionals to teach you the correct techniques when creating your own reports. Not only has this, but having a Alchemex Certified Professional qualification, enabled us to provide your company with a Developer license to lock up your IP for re-sale. *Courses included: Sage Intelligence Basic, Intermediate and Advanced Courses as well as Excel on Steroids workshops 1, 2 and 3. It also includes 2 hours of time with a consultant on your choice of Applied Training Reports.

*For a more extensive outline of what is included within individual courses, please see the following pages.


How the Sage Intelligence Academy works Sage Intelligence Reporting is a generic standalone tool that extracts data from any number of disparate databases, and pushes it into a pre-formatted template that is meaningful to you. Our product utilizes the very powerful Microsoft Excel® as a front-end, bringing the power of the product into a commonly used product.

Courses are designed for individuals with no Microsoft Excel® knowledge,

to individuals who are extremely proficient. Our Sage Intelligence courses

are cleverly designed for anyone who is just using a viewer license, to the

system administrator.

What is included with an Alchemex course:

A post-assessment after each course to assess your new Sage Intelligence skills. Trainees are allowed two attempts at the online examinations.

3 months e-mail support

4 verifiable CPD hours per course

Weekly Sage Intelligence Tips & Tricks

Weekly Excel on Steroids Tips & Tricks

Access to the Business Intelligence community, with over 2500 report writers updating it and answering questions daily.

Notes:

Training is delivered On-Line at www.sageintelligenceacademy.com

Training is available for 90 days. Additional time is available at a cost, unless it is organised prior with Alchemex.

The CPD hours are achieved as set out by the South African Institute of Chartered Accountants and can be applied for through local bodies.

Benefits:

Putting the control of your reporting into your own hands

Empowering you to create and save customised Sage Intelligence reports to suit your company’s unique needs

Enables you to provide your finance and operation teams with valuable insights into your business to make more informed business decisions

http://www.sageintelligenceacademy.com/


Sage Intelligence Course Descriptions

Sage Intelligence Reporting – Beginner Course

New to Sage Intelligence? This course is designed for you if you are new to Sage Intelligence Reporting and have a basic understanding of Microsoft Excel. You will get a comprehensive overview of Sage Intelligence and learn the basic functions of the Report Manager module, including organizing reports, how to create reports, how to save formatting changes, how to create union reports, and how to summarize or group data in a Report.

Course Pre-requisites

A basic understanding of Microsoft Excel and Microsoft Windows is required.

Course Outline

• How Sage Intelligence Reporting Fulfils Business Intelligence Needs • Overview and purpose of each module • Navigating within the Report Manage • Types of Sage Intelligence reports • Organizing your reports • Creating a standard report • Saving formatting changes in existing reports • Creating a report that includes data from multiple

reports • Running multiple reports • Summarizing or grouping data in a report.

Who will benefit from attending this course?

Anybody in the organisation seeking a basic understanding of the powerful functions and features of Sage Intelligence

Reporting.

Sage Intelligence Reporting – Intermediate Course

Time to take your reporting to the next level? This course is designed for you if you have a basic working knowledge of the Report Manager and want to fully utilize its capabilities. You will learn how to create dashboards, protect your Excel workbook, use add-Ins, schedule a report, export and import reports, distribute reports and allow report templates to be accessed by multiple people. We will also share our best practice reporting guidelines with you.


• A basic understanding of Microsoft Excel and Microsoft Windows

• A basic working knowledge of the Sage Intelligence Report Manager

• It is recommend you first complete the Sage Intelligence Beginners Course


This course will provide you with:

• Understanding the Excel workbook created when running reports • Creating a single page dashboard view of your most important information • Protecting the Excel report from being edited • Hiding or discarding insignificant rows in a report template • Copying an Excel formula to new rows • Scheduling a report to run • Copying report templates to/from other Sage Intelligence users • Allowing report templates to be accessed by multiple users • Sending reports to others (Managing, Adding, Editing and automating Distribution) • Best Practices when using Sage Intelligence


The Report Manager training is for a basic report writer and manipulator of standard templates.

Sage Intelligence Reporting – Advanced Course

Ready to start consolidating data and customizing reports? This course is designed for you if you are familiar with the Report Manager, have a basic understanding of databases and would like to be able to fully customize the way data is being extracted from data sources. You will learn how to create connectivity to a data source, create containers for multiple tables, customize data fields, use variables as fields and connect to multiple companies. We will also share our best practice guidelines for efficient and flexible reporting.


• A basic understanding of Microsoft Excel and Microsoft Windows is required. • A basic understanding of databases, particularly SQL is helpful. • Completion of the Sage Intelligence Reporting Beginners and Intermediate course or “hands on”

experience working with the Report Manager is required.

This course will provide you with:

• An understanding of how to navigate and work with the Connector Module. • The steps to create connectivity to a data source. • An understanding of how to create connectivity using Access as a Data source. • An understanding of how to use Excel as a Data source. • An understanding of how to use the Graphical Join Tool to create a Multiple Table container. • A demonstration on how to customize expressions using SQL. • An introduction to Pass Through Variables and explain different ways of using them. • A demonstration on how to use the Connector to manage your containers and expressions. • An understanding of how to use the Connector to connect to multiple companies. • The best practices to create the most flexible efficient reports.


Any person wanting to create reports from scratch. This will teach you how to create and manipulate containers in

the backend, taking you three quarters of the way towards completing the report.


Excel on Steroids Course Descriptions The Excel on Steroids Workshop Courses are advanced courses and require a sound understanding of Basic Excel. If

a user is not at this level we recommend they do the Discovering Excel course prior to attempting the advanced

courses.

All courses can be covered in 2007, 2010 and 2013 versions of Excel and differ with regards to available functionality

in each version.

Discovering Excel (Intermediate Course)

Giving self-taught Excel users a comprehensive all round knowledge of Microsoft Excel.

What is Microsoft Excel

Working with Workbooks and Worksheets

File Formats and Columns and Rows

Working with Formulae (Formulae with Absolute References and 3-D Formulae)

Managing and Using Multiple Worksheets

Named Ranges

Formatting and Editing Worksheets

Printing and Page Setup

Using Functions ( Sum, AutoSum, Average, Max, Text; Conditional Formatting)

Charts

Excel on Steroids Workshop 1: Business Reporting using Formulas and Functions

Viewing multiple windows and copying or moving worksheets between workbooks

Saving time on data capturing in multiple worksheets by using Grouping

Consolidating worksheets by using Paste Special

Using Conditional Formatting to quickly identify certain transactions and highlight duplicates (incl. applying Data Bars, Icons, etc in MS 2007)

Using Worksheet Protection to protect formulae and ensure certain cells cannot be selected

Simplifying formulae by using Named Ranges

Using powerful Functions to develop your Report such as Lookup Functions, Text Functions, Logical Functions, Information Functions, Statistical Functions and Mathematical Functions

Excel on Steroids Workshop 2: Managing Data lists and Macros

Sorting lists in any specific order by using a Custom List

Using Subtotals to analyse lists and view totals by category

Identifying certain data based on a criteria by using Filtering

Data Validation

Summarising rows and columns by using Group and Outline

Creating Custom Views

Forecasting outcomes by creating Scenarios

Simplifying repetitive tasks by recording, viewing, running, and editing Macro’s

Excel on Steroids Workshop 3: Data Analysis using PivotTables and PivotCharts


Understanding the definitions and layout of a PivotTable

Summarising data by creating a PivotTable

Improving the look and feel of the PivotTable by Modifying and Formatting an existing PivotTable

Moving and Copying PivotTables.

Using Pivot Tools to manage your PivotTable effectively

Calculated Fields in your PivotTable

Summarising dates into Months, Quarters and Years by using Grouping

Graphically representing your PivotTable by creating a PivotCharts

Excel for Auditors (Accountants)

This course is aimed at Accountants and Account Clerks who generally spend an inordinate amount of time in excel.

It is designed to save time for users which will translate into greater efficiency in the office. It includes the following

main areas which are delivered in two sections, Asset Register and Customer Transactions:

Working with Workbooks

Nested Functions and Absolute Referencing

Logical and lookup functions

Financial Functions

Working with named ranges and Lists

PivotTables

Sub Totalling

Filtering Data

Charts

Macros and Reviewing

Documents

A A A A - Home | Alchemex Training... · 2015-02-09 · Excel workbook, use add-Ins, schedule a report, export and import reports, distribute reports and allow report templates to