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Charles Fox

  • Total activity 266
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Activity overview

Latest activity by Charles Fox
  • Charles Fox created an article,

    WorkBook Beta

    1. Dashboards
    2. Visualisations & Charts

      The WorkBook Beta is a preview of new WorkBook functionality in Bi4Cloud. To particpate in the Bi4Cloud WorkBook Beta you need to email a request to support@bi4cloud.com  Only Bi4Cloud users with...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Charles Fox created an article,

    Getting Started with WorkBooks

    1. Dashboards
    2. Visualisations & Charts

    Bi4Cloud WorkBooks allows you create tabular and  graphical reports and notes as tables within a workbook. The WorkBook be shared with other users and emailed. Place Holder

    • 1 follower
    • 0 comments
    • 0 votes
  • Charles Fox created an article,

    Analyse Sales YOY

    1. Dashboards
    2. Visualisations & Charts

    The Analyse Sales YOY Workbook allows you to overview  your Sales Performace for the trailing 12 months and 3 months.  The workbook analyses Sales Volumes and Margins across the following 4 tabs. H...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Charles Fox created an article,

    Sales Performance by Supplier

    1. Dashboards
    2. Visualisations & Charts

    The Supplier Performance Workbook allows you to focus on how much each Supplier contributes to your Total Sales and Margins and how that is changing over time.  Use to Benchmark Suppliers, identify...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Charles Fox created an article,

    Re-authenticating a Xero file

    1. Technical FAQ
    2. Technical FAQ - Cloud Files

    BI4Cloud accesses your Xero data using the Xero API and that permission is granted when you connect the Xero file. In Xero you need to have a user role of Standard or Advisor to access the API.  Se...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Charles Fox created an article,

    Power of Numeric Filters [NewGen]

    1. Become an Expert
    2. Inventory

    See this article in Bi4 Classic       Text and Numeric Filters Bi4 newGen provides filters to allow you to segment your data. These filters can operate text values in the data and on the numeric va...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Charles Fox created an article,

    The Power of Numeric Filters

    1. Become an Expert
    2. Inventory

    See this article in Bi4 NewGen      Text and Numeric Filters Bi4Cloud provides filters to allow you to segment your data. These filters can operate text values in the data and on the numeric value...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Charles Fox created an article,

    Upgrading MYOB API on AccountRight Live Server Edition

    1. Technical FAQ
    2. Other

    From AccountRight Live Server (ARL) Edition version 2022.5 the update of the application is automated. So your MYOB ARL Accounting Application will update automatically. However the API that provid...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Charles Fox created an article,

    Control User Access to Companies and Reports

    1. Become an Expert
    2. Advanced Tips & Tricks

    Introduction In Bi4Cloud there are standard favourites we create for you and favourites you create yourself. These are all based on underlying reports that are grouped into areas, Accounts, Sales, ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Charles Fox commented,
    Official comment
    1. Community
    2. New Feature Requests
    3. Sales report showing Invoice due date

    We have included DueDate as a Column in the Invoice Detail dimension.Exporting this to a spreadsheet may not import the DueDate as a Date format.To assist with analysis of PaidDays we have created ...