Using Excel Report Builder with Dynamics GP. Charles Allen Managing Consultant BKD Technologies

Transcription

1 Using Excel Report 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

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

4 Agenda What is Excel Report Builder? Creating Simple Excel Report Field Options Restrictions Calculated Fields Report Options Using Drill Downs Publishing Excel Reports

5 Polling Question 1 Do you frequently export SmartLists to Excel? Yes No Unsure

6 Excel Report Builder

7 What is Excel Report Builder? Tool to create refreshable Excel spreadsheets

8 What is Excel Report Builder? Capabilities with Excel Report Builder include Creating new Excel Refreshable Reports Creating pivot tables Create Excel Reports with drill-down capabilities from sheet to GP window

9 What is Excel Report Builder? Requirements Office XP to 2010 for viewing (Need Microsoft Office Compatibility Pack for versions XP to 2003) SharePoint 2007 or 2010, if deploying to SharePoint

10 Polling Question 2 Can you use Office XP to view Excel reports? Yes No Unsure

11 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

12 Creating Simple Excel Report

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

14 Restrictions Used for restricting data Slims down amount of data sent to Excel Prevents users from entering restrictions in Excel

15 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

16 Field Options, Restrictions & Calculation Fields

17 Report Options Display totals at end of list Create multi-company reports Consolidate reports into one workbook or worksheet Create summary pages

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

19 Publishing Excel Reports Two options for deployment SharePoint File Share

20 Polling Question 3 Can you export Excel reports to SharePoint? Yes No Unsure

21 Polling Question 4 Can you create reports with drill downs to GP windows? Yes No Unsure

22

23 Business Intelligence (BI) Assessment In an 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 options for filling gaps

24 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

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

26 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

27 Next Month Part Three of Builder Series Navigation List Builder Thursday, May 24, :00 a.m. - 11:00 a.m. Central time

28 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. 28

29 CPE Credit Up to one CPE credit will be awarded upon 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

30 Charles Allen Managing Consultant