Helpful Hints Newsletter #8 - Beacon Finance Add-in
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Modified on: Mon, 11 Sep, 2017 at 4:27 PM
Helpful Hints Newsletter
May 24, 2017
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Accomplish More with the Beacon Add-in.
Stop manually entering data into Excel; Drop those time consuming spreadsheets you are managing; and Roll with the Beacon Add-in.
With this powerful and flexible reporting tool, you can easily customize your report templates. Once you've created a report, the Beacon Add-in will automatically refresh your spreadsheet with the most up-to-date data from Beacon Finance, no additional work required.
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Inserting a Function
From a blank cell in Excel, click the fx or Insert Function button.
When the Insert Function pop-up appears, choose the NetComm Beacon Finance Functions from the "Or select a category:" drop-down.
From the list of functions, select the function you would like to add and click OK. In this example, we are going to use the Amount function to pull the Obligation amount for all OC Codes year-to-date.
The Function Arguments window will appear. From here, enter in the parameters for the data you would like returned and click OK.
The formula result will display in the cell.
Congratulations! You have successfully inserted a function using the Beacon Add-in. |
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Keep an eye out for more Helpful Hints related to utilizing the full potential of the Beacon Add-in. Next up, using the Beacon Add-in to create report templates!
Please note: The Beacon Add-in must be installed on your workstation in order to utilize the functions. Please contact us at [email protected] if you need assistance with the installation process. |
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