{"id":322,"date":"2011-05-12T00:44:29","date_gmt":"2011-05-12T05:44:29","guid":{"rendered":"http:\/\/www.iqaccountingsolutions.com\/blog\/?p=322"},"modified":"2012-09-24T14:16:32","modified_gmt":"2012-09-24T19:16:32","slug":"peachtree-business-intelligence","status":"publish","type":"post","link":"https:\/\/www.iqaccountingsolutions.com\/blog\/peachtree-business-intelligence\/","title":{"rendered":"Peachtree Business Intelligence"},"content":{"rendered":"<p>Peachtree Business Intelligence is a new add-on for Peachtree 2012.\u00a0 It  can be used with Peachtree Complete, Premium, or Quantum.\u00a0 While it is a  very powerful tool, the idea behind it is simple.\u00a0 Many people copy  Peachtree reports to Excel or export data to .CSV files so they can  analyze the data, rearrange it, or combine it with other data.\u00a0 PBI  automates, not just the process of moving data from Excel to Peachtree,  but also manipulating that raw data into useful reports and charts.<\/p>\n<p>The process of creating a report starts in the PBI Report Manager  inside Peachtree where you define what data you want to move to Excel,  whether you want it summarized or in detail, and if you want to run any  macros or copy formulas once the data gets to Excel.\u00a0 The second part of  the process is to open the Excel file containing the raw data and build  the report you want using pivot tables, formulas, or any other tool you  like in Excel.\u00a0 Once the report definition in the Report Manager is  linked to your finished spreadsheet, you can run the report from inside  Peachtree any time and have a finished report in Excel without having to  repeat any manual processes.<\/p>\n<p>Obviously this is a very  simplified explanation of creating reports with Peachtree Business  Intelligence.\u00a0 I&#8217;ve included a link below to a video that Sage produced  to introduce people to PBI.\u00a0 It will help you get an idea of how it  works and what it can do.<\/p>\n<p>One of the big benefits of PBI is that the  majority of the report design is done in Excel.\u00a0 That means most people  can become productive with PBI much faster than they can with Crystal  Reports (which is <span style=\"text-decoration: underline;\">not<\/span> being eliminated).\u00a0 And if you&#8217;re not  already proficient with Excel, any investment you make in learning it  will be useful outside of PBI too.<\/p>\n<p>An evaluation copy of  Peachtree Business Intelligence will be included with Peachtree 2012.\u00a0  But if you have been looking for an easier way to create custom reports,  you should consider purchasing it along with your 2012 upgrade.\u00a0 If  purchased alone, PBI will sell for $250, but you can get it for only  $100 when bundled with a Peachtree 2012 upgrade.<\/p>\n<p><iframe loading=\"lazy\" width=\"853\" height=\"510\" src=\"http:\/\/www.youtube.com\/embed\/Oif4wUqccTc\" frameborder=\"0\" allowfullscreen><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Peachtree Business Intelligence is a reporting and analysis tool that lets you leverage the power and flexibilty of Excel to extend Peachtree&#8217;s reporting capabilities in ways that go far beyond the current ability to export to csv or copy reports to Excel.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[4],"tags":[13],"_links":{"self":[{"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/posts\/322"}],"collection":[{"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/comments?post=322"}],"version-history":[{"count":8,"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/posts\/322\/revisions"}],"predecessor-version":[{"id":605,"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/posts\/322\/revisions\/605"}],"wp:attachment":[{"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/media?parent=322"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/categories?post=322"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iqaccountingsolutions.com\/blog\/wp-json\/wp\/v2\/tags?post=322"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}