Using Navigation List Builder with Dynamics GP. Charles Allen Managing Consultant BKD Technologies

Transcription

1 Using Navigation List Builder with Dynamics GP Charles Allen Managing Consultant BKD Technologies

2 To Receive CPE Credit Participate in entire webinar Answer polls when they are provided If viewing this webinar in group o o Complete group attendance form with Title & date of live webinar Your company name Your printed name, signature & address All group attendance sheets must be submitted to training@bkd.com within 24 hours of live webinar If all eligibility requirements are met, each participant will be ed their CPE certificates within 15 business days of live webinar 2

3 Introduction Charles Allen Managing Consultant More than 22 years of experience Microsoft MVP & MCP 3

4 Learning Objectives Upon completion of this webinar, participants will be able to Recall what Navigation List Builder is Define the components of Navigation List Builder Explain how to create Navigation Lists 4

5 Agenda What is Navigation List Builder? Creating Simple Navigation List Field Options Restrictions Calculated Fields Report Options Using Drill Downs 5

6 Polling Question 1 Have you been using Navigation Lists? Yes No Unsure 6

7 What is Navigation List Builder? Tool to create Navigation Lists 7

8 What is Navigation List Builder? What are Navigation Lists? o Lists of data providing users ability to view information & take action on it Why use them? o o o o See data at glance, more data than SmartList or Inquiries Generate reports using selected records Drill down on records Take action on records 8

9 What is Navigation List Builder? Parts of Navigation Lists Action Pane Filter Area 9

10 What is Navigation List Builder? List Area Information Pane 10

11 What is Navigation List Builder? What can you do with Navigation List Builder? o o Create Navigation Lists using multiple data sources Include data from GP tables, SQL Server tables & Extender Resources Add up to 30 tables 11

12 What is Navigation List Builder? Requirements SmartList Builder GP 2010 or higher 12

13 Polling Question 2 How many GP tables can be included? Less than 10 Greater than or equal to 10 & Less than or equal to 30 Greater than or equal to 30 or more I don t know 13

14 Creating Simple List Go to Microsoft Dynamics menu >> Tools >> SmartList Builder >> Navigation List Builder Enter unique ID & name for list Select Navigation Pane where list will be displayed 14

15 Creating Simple List Click + sign to add table Select Microsoft Dynamics GP Table Select Microsoft Dynamics GP as Product Select Purchasing as Series Select PM Vendor Master File as Table Leave Vendor ID as Key Field Click Save 15

16 Creating Simple List Options for Displaying Fields o o Display - Field will appear as column in list Preview - Field will appear in the Information Pane 16

17 Creating Simple List Save list Click Purchasing button Scroll down to see new list & click on it 17

18 Setting Up Preview Click Preview button to move fields to different columns for better display 18

19 Multiple Tables Joined tables Inner (one-to-one record match between two tables) Left outer (all records from first table with matching records from joined table) Matched tables combine work, open & historical versions Always pick the many side before the one side Example - Select Sales Line Items & then add Sales Header 19

20 Creating More Advanced Lists 20

21 Field Options Used to display data in columns String formats SSN, phone number, other Date formats Number formats symbols, decimal places, negative values 21

22 Restrictions Used for restricting data Slims down amount of data sent to list 22

23 Calculated Fields Create additional fields instead of exporting to Excel to create calculations Use simple expressions, such as Field1 or Field2 Use Transact SQL, such as case statements 23

24 Field Options, Restrictions & Calculation Fields 24

25 Actions Enable users to perform tasks related to selected items Five Types o o o o o Defined Action - Preset actions available off-the-shelf Execute Procedure - Created for developers to use with their applications Open Form - Opens GP window Open File - Opens file on your system Open Web Page - Opens web page 25

26 Using Drill Downs Used for adding drill-down capabilities to cells in your reports Can use existing list or create one 26

27 Publishing Excel Reports Two options for deployment SharePoint File Share 27

28 Polling Question 3 Have you worked with File Share or SharePoint previously? Yes No Unsure 28

29 Polling Question 4 Do you have to assign security to lists? Yes No Unsure 29

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31 Business Intelligence (BI) Assessment In effort to help our clients achieve better reporting capabilities, BKD Technologies is offering full-day BI strategy assessment to your organization We plan to Come to your office Review existing BI capabilities & needs Document gaps/draft BI assessment Recommend potential options for filling gaps 31

32 Introducing Training Options from BKD BKD wants to help support your GP solution by offering training opportunities for your organization Training alternatives will include classroom training in Kansas City area as well as web-based training Look for these courses coming in 2012 Business Intelligence for Microsoft Dynamics GP Report Design in Management Reporter 2.0 FRx 6.7 Report Design Essentials 1, FRx 6.7 Report Design Essentials 2 Report Writer 32

33 BKD Technologies Support Center Microsoft Dynamics GP toll free Monday - Friday 8 a.m. - 5 p.m. Central time 33

34 Stay Connected dynamicsgpinsights.com Follow us on Twitter Join us on LinkedIn At Dynamics GP Insights you can read articles, watch webinars & join the conversation! View videos at YouTube 34

35 Continuing Professional Education (CPE) Credits BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: The information in BKD webinars is presented by BKD professionals, but applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor before acting on any matters covered in these webinars. 35

36 CPE Credit This presentation may be eligible for CPE credit verification of participant attendance; however, credits may vary depending on state guidelines For questions, complaints or comments regarding CPE credit, BKD Learning & Development Department at 36

37 Charles Allen Managing Consultant