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To Receive CPE Credit Participate in entire webinar Answer - - PDF document

Jan 07, 2024 130 likes •328 views

Excel Refreshable Reports in Dynamics GP Charles Allen Senior Managing Consultant BKD Technologies June 22, 2017 callen@bkd.com To Receive CPE Credit Participate in entire webinar Answer attendance checks & polls when they are

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Excel Refreshable Reports in Dynamics GP

Charles Allen

Senior Managing Consultant BKD Technologies callen@bkd.com June 22, 2017

To Receive CPE Credit

  • Participate in entire webinar
  • Answer attendance checks & polls when they are provided
  • If you are viewing this webinar in a group
  • Complete group attendance form with
  • Title & date of live webinar
  • Your company name
  • Your printed name, signature & email address
  • All group attendance sheets must be submitted to

training@bkd.com within 24 hours of live webinar

  • Answer attendance checks & polls when they are provided
  • If all eligibility requirements are met, each participant will

be emailed their CPE certificates within 15 business days of live webinar

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Introduction

Charles Allen

  • Senior managing consultant
  • More than 27 years of experience
  • Microsoft MVP

Agenda

  • Introduction
  • What are these reports?
  • How do they work?
  • How do you use them?
  • How do you create them?
  • Security
  • Q&A
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What are these reports?

What Are These Reports?

Reports that use Excel to display the information Based on existing SmartLists Meant to provide tabular reports – not a replacement for financial reporting tools like Management Reporter Use Office Data Connections (ODC) to create live connections to GP data Can be stored & accessed from a shared folder or SharePoint library

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How do they work?

Office Data Connections

  • Office Data Connections enable Excel files to connect

to data

  • Files can be stored locally or in SharePoint
  • Data Connections can be created & modified

Check out this article from our blog on modifying ODC files that ship with GP:

http://dynamicsgpinsights.com/2012/05/29/how-to-modify-an-

  • ffice-data-connection-in-dynamics-gp/
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How do you use them?

Deploying Excel Reports

  • Part of the GP

installation

  • Change or redeploy

reports from Reporting Tools Setup

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Accessing the Reports

  • Use the Excel Reports shortcut from the Area Pages

Accessing the Reports

  • Three ways to view a report
  • Double-click it
  • Click on it & then click the hyperlink
  • Mark the check box by it & click the View button in the

Action Pane

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Viewing & Working with Reports

  • Initial view upon launching a report

Viewing & Working with Reports

  • Click Enable

Content to view the data

  • You can change

the warnings in the Excel Trust Center options

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Viewing & Working with Reports

  • Data is displayed using a Table format

Viewing & Working with Reports

  • You can use the Table Tools to modify the look, feel

& other properties of the table

  • Insert Slicers
  • Create Pivot Tables
  • Change available columns
  • Change colors & borders
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Viewing & Working with Reports

  • Use the Refresh button to bring in new data while

the Excel file is open

Viewing & Working with Reports

Adding a Pivot Table

  • Use the Summarize with PivotTable option on the

Table Tools ribbon

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Viewing & Working with Reports

Adding a Slicer to filter data

  • Use the Insert Slicer option

Viewing & Working with Reports

Add Total Rows

  • Select Total Row in the Table Style Options section
  • Select the type of total in the cell
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Creating Excel Reports

Creating Excel Reports

Three options

  • Create your own ODC file
  • Use SmartList Designer
  • Use SmartList Builder
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Create Your Own ODC File

  • Start with a blank Excel spreadsheet or

new empty file

  • Click the Data tab
  • Select a data source from the Get

External Data section

  • Select the table(s) or create a SQL Query

Use SmartList Designer

  • Launch SmartList
  • Click New
  • Create a SmartList, but base it on a SQL view
  • Use the Publish button
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Use SmartList Designer Use SmartList Designer

  • With GP 2016

you can use Workflow to create an approval for creating views used in Excel Reports

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Use SmartList Builder

  • SmartList Builder is from eOne Solutions
  • Includes four functions
  • SmartList Builder
  • Excel Report Builder
  • Navigation List Builder
  • Drill Down Builder

Use SmartList Builder

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Use SmartList Builder

  • Similar process to

creating a SmartList

  • You can create

Lists or Pivot Tables

Security

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Security

  • Excel reports require SQL Security be set in SQL

Server Management Studio, just like SSRS reports

  • Use the existing RPT database roles or create your
  • wn

Questions

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BKD Technologies Support Center

  • Microsoft Dynamics GP – 877.253.7778

GPsupport@bkd.com

  • Monday–Friday, 8 a.m.–5 p.m.

Call Support Center toll-free

Stay Connected

Follow us on Twitter Join us

  • n

LinkedIn dynamicsGPinsights.com

At Dynamics GP Insights you can read articles, watch webinars & join conversations

View videos on YouTube

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The information contained in these slides is presented by professionals for your information only. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor before acting on any matters covered herein or in these seminars BKD, LLP is registered with the National Association of State Boards

  • f 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: www.nasbaregistry.org

Continuing Professional Education (CPE) Credits

CPE Credit

  • CPE credit may be awarded upon verification of

participant attendance

  • For questions, concerns or comments regarding CPE

credit, please email the BKD Learning & Development Department at training@bkd.com

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Charles Allen | Senior Managing Consultant | 713.499.4629 | callen@bkd.com