How to show Task Pane or Side Bar in Excel for Designer Add-In Report for Sage 100 Intelligence

First, verify in Sage Intelligence License Manager, in the Report Designer Enabled field that a 1 appears. If “1” does not appear AND you have purchased the Sage Intelligence Report Designer module, please contact Acute Data Systems at 800-761-3037 to regenerate activation keys. If you have not purchased the Report Designer module, please contact Acute Data Systems.

If the Report Designer is enabled, please try the following possible resolutions:

Resolution 1:

1. Go to Excel Options and choose Add-Ins.
2. At the bottom, select Manage: Excel Add-Ins and click Go.
3. Uncheck the Solver Add-In.
4. Click Ok.
5. Run a Report Designer Add-In Report and Task Pane should appear. If it still does not appear, click on the Add-in tab, click Report Designer Add-in, Show Task Pane.

NOTE: Disabling the Excel Solver Add-In may affect other non Report Designer Add-In excel workbooks that use the add-in to help solve problems by enabling a target cell to achieve a goal.

Resolution 2:

1. In Report Manager, expand the Report Designer Add-in folder, select Report Designer Add-in 1-0 and click Run icon on the tool bar.
2. Go to Excel Options and click Add-Ins.
3. Verify the following appear in the Active Application Add-ins section:
   • Report Designer Add-in 1.0.0 / Type = Excel Add-in
   • Report Designer Add-In 1.0.0 (Custom Task Pane Helper) / Type = COM Add-in

If either Add-In is not on the list, scroll to the bottom of the screen to the Manage section and do the following:

1. Select Excel Add-ins from the Manage drop-down list and click Go.
2. If the Report Designer Add-in 1.0 is listed, check the box.
3. If the Report Designer Add-in 1.0 is not listed, click Browse and browse to: C:\Program Files\CommonFiles\BIExcelFunctions\32bit\Sage.BI.ExcelFunctions.xll
4. **Note: If on a 64-bit machine go to C:\Program Files (x86)\Common Files\BIExcelFunctions\32bit\Sage.BI.ExcelFunctions.xll and click OK.
5. Note: When the Report Designer Add-in 1.0.0 is selected, the Report Designer Add-In 1.0.0 (Custom Task Pane Helper) should be dynamically selected. If it is not listed, click COM Add-ins from the Manage drop down and click Go and If Report Designer Add-In 1.0.0 (Custom Task Pane Helper) is on the list check the box.

If Add-Ins are still are not on the listed in Excel, please do the following ordered steps to reinstall the Report Designer Add-in:

1. In Report Manager, rename the Report Designer Add-in and Report Designer Add-in Consolidation folders.
2. Using Add and Remove Programs, select Sage 100 ERP Intelligence Report Designer Add-in and click Uninstall.
3. Reinstall the Sage 100 ERP Intelligence Report Designer Add-in.

Important Reminders for Installing:

• If installing on Windows 7 or higher, right click on the .exe file and select Run as Administrator.
• Sage support recommends you disable User Account Control (UAC). For more information, please see http://windows.microsoft.com/en-US/windows-vista/Turn-User-Account-Control-on-or-off
• Sage Intelligence AND Excel must both be closed when installing Report Designer Add-In. And the user must have Local Administrator Permissions.