The most common issue with Sage Intelligence, is when you run a Report Designer Add-In Report, you get '#NAME?' on all cell values in the Report.  Look for missing Task Panes.

All cell values on the report are all formulas.  Without the Task Pane, Sage Intelligence has no way to interpret the results of those formulas.

Sage Support document on how to troubleshoot Task Pane issues can be found below.

First, verify the  “Report Designer Licensed” field in Sage Intelligence License Manager displays as "YES".

If this appears as "NO" and you have purchased the Sage Intelligence Report Designer module, please contact Sage Sales Advisor at 800-390-3643 to regenerate activation keys.

If you have not purchased the Report Designer module, please contact your Sage Business Partner or Sage Sales Advisor.

If the Report Designer License is set to "YES", please try the following possible resolutions:

Resolution I:

1. Launch Excel Options and choose Add-Ins
2. Select Manage: Excel Add-Ins and located near the bottom of the screen and select Go
3. Deselect the Solver Add-In
4. Select Ok
5. Run a Report Designer Add-In Report and the Task Pane should appear. If it still does not appear, click on the Add-ins 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 II:

1. In Report Manager, expand the Report Designer Add-in folder, select Report Designer Add-in 1-0, and click the Run icon on the toolbar
2. Launch  Excel Options and select Add-Ins
3. Verify the following appear in the Active Application Add-ins section:
   • Report Designer Add-in 1.2.0 / Type = Excel Add-in
   • Report Designer Add-In 1.2.0 (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 
2. If the Report Designer Add-in 1.2.0is listed, check the box.
3. If the Report Designer Add-in 1.2.0is not listed, click Browse and browse to: C:\Program Files\Common Files\BIExcelFunctions\32bit or 64bit\BI.ExcelFunctions.xll **Note: If on a 64-bit machine go to C:\Program Files (x86)\Common Files\BIExcelFunctions\64bit\Sage.BI.ExcelFunctions.xll and click Ok

Note: when the Report Designer Add-in 1.2.0 is selected the Report Designer Add-In 1.2.0 (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 If Report Designer Add-In 1.2.0 (Custom Task Pane Helper) is on the list check the box

If Add-Ins are still not the listed in Excel, perform the following steps to reinstall the Report Designer Add-in:

1. In Report Manager, rename the Report Designer Add-ins and Report Designer Add-in Consolidation folders
2. Using Add and Remove Programs, select Sage 500 ERP Intelligence Report Designer Add-in and select Uninstall
3. Reinstall the Sage 500 ERP Intelligence Report Designer Add-in.

Resolution III:

For scenarios, when the 'Sage.BI.ExcelFunctions1.1.xll' has been added and the following message still occurs"Microsoft Excel cannot access the file 'c:\Program Files (x86)\Common Files\BIExcelFunctions1.1\64bit\Sage.BI.ExcelFunctions1.1.xll':

Make sure the Add-In is not under the 'Disabled Application Add-ins'

If so, select 'Enable' or 'Go' from Manage, Disabled Items screen

The 'Sage.BI.ExcelFunctions1.1.xll' will display on the list.  

Select  'Enable' and then 'Close'

Close and reopen Excel.

Launch File, Options, Add-Ins, Manage, Excel Add-Ins. The name has changed to 'Report Designer Add-In 1.2.0' from 'Sage.BI.ExcelFunctions1.1.xll''

After you selected this Add-In, verify in Excel, File, Options, Add-ins,  'Report Designer Add-In 1.2.0' and 'Report Designer Add-In 1.2.0 (Custom Task Pane Helper) are showing.

When all these scenarios fail, the last step is to uninstall and reinstall Sage Intelligence Client.

Important Reminders for Installing:

• If installing on Windows 8 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 follow the link in Additional Information

• Sage Intelligence AND Excel must both be closed when installing Report Designer Add-In. And the user must have Local Administrator Permissions.

For additional information on how to disable the UAC in Windows, click the link below