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BizInsight for Intacct - Enhancements and Best Practices

BizInsight for Intacct on V7 Platform - Enhancements and Best Practices

1. Start Over Button

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2. Select Column Reorder

Drag-and-drop re-order columns feature in the Select Columns form allows users to insert tables with the columns appearing in the order of their choosing.

3. Check for Errors

The feature contains new UI changes

IntacctBlog2

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Best Practices

1. Using Selected Excel Data

The product requires that you have a unique name for your data. Utilize a unique Range name or Table Name across all workbooks in a single Excel session.

The product works best when you do not alter the Worksheet Name, Range Name, or Table Name used when selecting the data (Select Data option). However, if you decide to change the Worksheet Name, Range Name, or Table Name, the easiest way to make sure your data is updated successfully is to add the data again using the Select Data option on the ribbon.

If you decide to change the Worksheet Name, Range Name, or Table Name and do not re-add the data using the Select Data option, here are the exceptions to data synchronization:

  • Renaming a Table Name or Range Name will cause the Cell Address to be used in place of the original name. If the renamed Table Name or Range Name is resized on refresh, the data will not be available in BizInsight
  • Renaming a Worksheet Name and then setting focus to another Worksheet will allow BizInsight to locate the renamed Worksheet. However, if you fail to set focus to another Worksheet after renaming the Worksheet, updated data will not be available in BizInsight.

Re-naming a workbook will not cause data synchronization failures.

2. Use of Named Ranges or Cell Ranges vs. Tables

Selecting Excel tables for use (as opposed to a range of cells or a named range) is the best practice. With tables, deleting a row or column from a table that has been selected with the Select Data button will update the selection of data seen by the product. This feature is not supported with cell ranges and only partially supported with the use of named ranges (for example, adding rows or columns to the outer edge of a named range is not supported)

3. Working with Dates, Times, and DateTimes

When working with data that is either a Date, Time, or DateTime data type, it is important for users to format the cells containing that data accordingly. Cells containing data values should be formatted as Date, cells containging time values should be formatted as Time, and cells containing a date and a time should be formatted with a custom format that contains both date and time (i.e. "mm/dd/yyy hh:mm:ss AM/PM")

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