Using Excel Report Builder with Dynamics GP Charles Allen Managing Consultant BKD Technologies
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Introduction Charles Allen Managing Consultant More than 22 years of experience Microsoft MVP & MCP
Agenda What is Excel Report Builder? Creating Simple Excel Report Field Options Restrictions Calculated Fields Report Options Using Drill Downs Publishing Excel Reports
Polling Question 1 Do you frequently export SmartLists to Excel? Yes No Unsure
Excel Report Builder
What is Excel Report Builder? Tool to create refreshable Excel spreadsheets
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
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
Polling Question 2 Can you use Office XP to view Excel reports? Yes No Unsure
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
Creating Simple Excel Report
Field Options Used to display data in columns String formats SSN, phone number, other Date formats Number formats symbols, decimal places, negative values
Restrictions Used for restricting data Slims down amount of data sent to Excel Prevents users from entering restrictions in Excel
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
Field Options, Restrictions & Calculation Fields
Report Options Display totals at end of list Create multi-company reports Consolidate reports into one workbook or worksheet Create summary pages
Using Drill Downs Used for adding drill-down capabilities to cells in your reports Can use existing list or create one
Publishing Excel Reports Two options for deployment SharePoint File Share
Polling Question 3 Can you export Excel reports to SharePoint? Yes No Unsure
Polling Question 4 Can you create reports with drill downs to GP windows? Yes No Unsure
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
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
BKD Technologies Support Center Microsoft Dynamics GP 877.253.7778 toll free Gpsupport@bkd.com Monday - Friday 8 a.m. - 5 p.m. Central time
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Next Month Part Three of Builder Series Navigation List Builder Thursday, May 24, 2012 10:00 a.m. - 11:00 a.m. Central time
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Charles Allen Managing Consultant 713.499.4629 callen@bkd.com